Guy Davies

Guy Davies

Chief Investment Officer, Fundamental Active Equities

Bio

Over 25y of experience.

Guy Davies is Chief Investment Officer for Fundamental Active Equities, including convertibles. His responsibilities include global and regional equities – both in developed and emerging markets, with teams located in Asia, Europe and the US. He has oversight responsibility for all activities relating to the management and performance of the organisation’s equity investment teams, strategies and portfolios.

He joined our company in 2008 via BNP Paribas Asset Management’s acquisition of IMS Limited. Prior to joining us, Guy was a Founding Partner and co-Chief Executive at MM Asset Management, which was acquired by IMS in 2005. Guy began his career at Mercer Investment Consulting.

He holds a Bachelor’s degree in Economics and Economic History from Bristol University in the UK and is an Associate of the UK Society of Investment Professionals (ASIP).

Guy is based in London.

Location London

Articles from Guy Davies

Audio
Guy Davies

Portfolio perspectives

Talking Heads – Maintaining discipline when equities scatter

Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his…

By Guy Davies & other authors

09/05/25
Audio

Portfolio perspectives

Talking Heads – Maintaining discipline in volatile times

Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his…

By Guy Davies & other authors

07/05/25
Video

Portfolio perspectives

Thematic investing – The megatrends shaping the world

Megatrends that extend across cycles, industries and sectors, such as innovation, disruptive technology and artificial intelligence, and the energy transition…

By Steven Billiet & other authors

31/10/23
Article
Europe flag

Portfolio perspectives

Allocating to European equities

One of the key market surprises of 2022 was the resilience of the European economy and equity markets in the…

By Guy Davies & other authors

25/04/23
Article
Lighthouse in the sun

Portfolio perspectives

A fresh look at thematic investing

Thematic strategies have had a challenging time in 2022, with many factors combining to unsettle markets. Higher inflation, greater geopolitical…

By Guy Davies

05/12/22
Audio
Guy Davies

Portfolio perspectives

Talking heads – Thematic investing: looking beyond the crises

Thematic investing, which centres on the long-term forces that shape consumer needs and industries, is a way for investors pivot…

By Guy Davies & other authors

10/10/22
Back to Top