Melchior European Opportunities Team
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The Polar Capital Melchior European Opportunities Team

The European Opportunities Team has managed the Melchior European Opportunities Fund since its inception in May 2010. They aim to outperform the MSCI Europe by >3% on an annualised basis through long-only investments in European equities. Led by David Robinson, the Team use bottom-up stock selection to identify high quality companies with strong fundamentals that are leaders in niche markets with high barriers to entry. The unconstrained, concentrated portfolio typically has a lower absolute volatility than the market.

Total AUM (as at 30.09.2021)

2010

Established

39

Combined years of experience

3

Team members

None

David Robinson

Fund Manager
None

Eleanor Lee

Deputy Portfolio Manager
None

Jo Ann Chan

Analyst

David Robinson

David joined Dalton Strategic Partnership, which was acquired by Polar Capital in 2021, in 2005 and has managed the Melchior European Opportunities Fund since its launch in May 2010. Prior to this, he was an analyst on the Melchior European Absolute Return strategy and managed a long-only segregated account from 2008.

  • Degree in Modern History, New College, Oxford
  • Qualified lawyer
  • 16 years

Eleanor Lee

Eleanor joined Dalton Strategic Partnership, which was acquired by Polar Capital in 2021, in 2012 as an analyst in their European equity long/short team and has been the deputy portfolio manager and senior analyst on the Melchior European Opportunities Team since 2019. She has 13 years of investment experience covering European equities, starting her career as an analyst at T Rowe Price before moving with her team to build the European long-only fund at GAM. In 2015, she joined Cheyne Capital as a junior portfolio manager in their hedge fund business before re-joining Dalton in 2017 as a senior analyst in the company’s long-only European equity team.

  • BSc in Economics, London School of EconomicsMSc in Finance, Imperial College
  • CFA Charterholder
  • 14 years

Jo Ann Chan

Jo Ann joined Dalton Strategic Partnership, which was acquired by Polar Capital in 2021, in September 2016 as an analyst for the European Opportunities Fund. She has worked in the investment industry since 2012, when she joined GIC Asset Management, the sovereign wealth fund of Singapore. After completing a one-year graduate programme at GIC and a spell as a macro research and strategy associate within the company’s fixed income division, she moved into the European equities department where she was an analyst responsible for investment research.

  • BSc in Economics, London School of EconomicsMA in Mathematics of Finance, Columbia University in New York
  • CFA Charterholder
  • 9 years

Funds managed by the Melchior European Opportunities Team

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