How to Select 50 Best Income Ideas out of 5000

Due to increasing interaction across the fixed income market sub universities Mirabaud's Global Strategic Bond Fund aims to provide a value driven best ideas portfolio using a concentrated and top down thematic approach.

With a robust investment process and active allocation our experienced top quartile managers aim to achieve superior returns with strict attention to capital preservation. Whilst index aware we are not index led and actively manage duration and credit exposure across all business cycles.

Dan Tubbs is the portfolio manager of the Mirabaud GEM and Asia ex-Japan funds. Dan will share his views on how he and his team search for interesting investment opportunities within the Global Emerging Markets universe which then form part of his concentrated portfolios.

Through his investment process Dan will share his thoughts on 3 companies which have the potential to double in value over the coming year.

Gero Jung, Chief Economist for Mirabaud Asset Management has combined experience working at the IMF, Swiss National Bank and the World Bank. Gero will share with the audience, his current macroeconomic outlook for 2015, specifically focusing on diverging central bank policies.

Presentation of the new activist fund of hedge funds launched by Mirabaud Asset Management on November 3rd.

The Mirabaud Global Equity High Income fund is a portfolio of 50 best income ideas sourced across the world. To create such a concentrated, yet well-diversified portfolio out of c. 5000 in the global investment universe is a daunting task.

During the presentation we will disclose some of what we believe to be the most important factors when selecting our holdings, and give you an idea of the shape of the overall portfolio that we are trying to achieve. We will give some examples of our current holdings and show how we communicate these to our clients.

Dan Tubbs, portfolio manager of the Mirabaud GEM and Asia ex Japan funds, will provide a review of 2014 and offer his outlook for 2015.

Mirabaud - Convertible Bonds Strategies Q3 Update and Outlook by the Fund Manager

GEM Equities: The outlook for the remainder of the year by the Fund Manager

Mirabaud - Equities Spain Q1 2014 Update and Outlook by the Fund Managers

Mirabaud Convertible Bonds Funds - Q1 2014 Udpates and Outlook by the Funds Managers

Mirabaud - Equities US Q4 2013 Update and Outlook by the fund manager

Mirabaud - Equities Eurozone Q4 2013 Update and Outlook by the fund manager

2013 performance review and 2014 outlook on GEM equities and why we think this will be a great year for stock pickers in emerging markets.

Mirabaud - Equities Spain Q4 2013 Update and Outlook by the Fund Managers

Haussmann Holdings Q3 Update and Outlook by the fund manager

Mirabaud - Convertible Bonds Europe Q3 Update & Outlook by the fund manager

Mirabaud - Equities Swiss Small and Mid Q3 Update & outlook by the fund manager

Mirabaud Opportunities - Emerging Markets Q3 Update and Outlook by the fund manager

Mirabaud - Equities Eurozone Q2 Update and Outlook by the Fund Manager