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Felicity is a portfolio manager and analyst on the Global Quality Value strategy and team. Prior to joining the firm, she was a managing director at Hempshill Hall Asset Management, which she founded in 2015. Prior to that, she was a senior fund manager at Bedlam Asset Management, where she refocused the firm’s equity income strategy from a U.K.-centric approach to a global approach, with an emphasis on undervalued companies offering long-term growth and more sustainable dividends. Earlier in her career, Felicity was an executive director and product head of a European value strategy at Morgan Stanley Investment Management.
Education: B.A., Modern Languages (French and German), Balliol College, Oxford University
Joined the company: 2020
Began career: 1985