Fund manager tenure from 05/07/2019
Richard Halle joined M&G in 1999 as a sector analyst focusing on insurance. Since 2002, he has been managing various institutional mandates on a European value strategy. Richard was appointed fund manager of the M&G European Select Fund and co-fund manager of the M&G Global Recovery Fund in July 2019. Between 2008 and 2018, he managed the M&G European Strategic Value Fund -- now merged into the M&G (Lux) European Strategic Value Fund. He is also deputy fund manager on the M&G North American Value Fund. Before joining M&G, Richard worked as a security analyst for the Sedgwick Group. He graduated from the University of Natal in South Africa with a bachelor of commerce and is a CFA charterholder.
Shane Kelly was appointed co-fund manager of the M&G Global Recovery Fund in July 2019. He joined M&G in December 2017, having previously worked at Alphinity Investment Management (Sydney, Australia) as a research analyst responsible for coverage of the construction materials and healthcare sectors, as well as all quantitative research. Prior to joining Alphinity, Shane worked for Alliance Bernstein (Sydney, Australia) between 2007 and 2010 as risk manager and quantitative analyst. Shane previously worked at M&G between 1999-2007, when he was a member of the portfolio construction and risk team, and prior to that head of the equities performance team. He has a Bachelor of Commerce and Administration from Victoria University of Wellington and a Masters of Applied Finance and Investment from the Securities Institute of Australia.
Daniel White was appointed fund manager of the M&G North American Value Fund in September 2013, and co-fund manager of the M&G Global Recovery Fund in July 2019. On the same date, Daniel also became deputy fund manager of the M&G European Select Fund. He joined M&G in 2005 as a sector analyst and has worked closely with Richard Halle on the M&G European Strategic Value Fund -- now merged into the M&G (Lux) European Strategic Value Fund -- since its launch in February 2008. He has been deputy fund manager on the Luxembourg-authorised fund since its launch in September 2018. Daniel previously worked at Deloitte & Touche as an accountant after graduating from the University of Southampton with a BSc in oceanography in 2001. He qualified as a chartered accountant in 2005 and is a CFA charterholder.
Sunny Romo is the investment specialist covering Japanese equities and the Value range. She joined M&G in June 2018 from Insight Investment, where she looked after their institutional relationships with Japanese investors. Prior to that, Sunny spent nine years at Asset Management One as an equities trader, and later as senior relationship manager for EMEA clients. Sunny is a committee member of the Pension and Lifetime Savings Central London Group. She is fluent in English, Japanese and Mandarin Chinese. Sunny graduated from the University of Reading with a BA in International Relations and Economics. She is a CAIA charter holder and holds the Investment Management Certificate (IMC).