David Mitchinson

Experience

• 

  AXA Framlington Investment Management

  Oct 1998 - Aug 2004

  Portfolio Manager - Japanese Equities

  Managed top performing Japan fund 2003. Raised £200m AUM from £10m start over 18 months

• 

  J.P. Morgan

  Aug 2004 - Nov 2012

  Senior Portfolio Manager - Executive Director - Pacific Regional Group

  Citywire Fund Manger of the Year. Managed the Japan Alpha+ strategy actively utilising derivatives and cash to hedge a long equity book.

• 

  New Conduit Holdings

  Jan 2005 - now

  Founder

  NewConduit is a (small) group of family owned private investment companies operating in 3 continents (so far!). We are looking for new opportunities.

• 

  Abu Dhabi Investment Authority (ADIA)

  Jun 2013 - Dec 2015

  Senior Portfolio Manager - Deputy Head of Japanese Equities

  Managed ADIA’s large internal Japanese equities fund supported by a a team of direct reporting analysts. Responsible for stock selection, portfolio and research strategy. Specialist coverage in the consumer, industrial and technology sectors.

• 

  TT International

  Dec 2015 - Sept 2020

  Senior Portfolio Manager - International Equities

  Co-manager of the international equities strategy. Successfully raised >$500m. Focus on international consumer, industrial, technology sectors and AsiaPacific (all sectors).

• 

  Zennor Asset Management

  Sept 2020 - now

  Together #JamesSalter and I run the Zennor Japan Fund. This is focused on the revolution in corporate governance in Japan. We have acquired Prodigy Capital Partners LLP and re named ourselves as Zennor

  • Senior Portfolio Manager

    Sept 2020 - now

  • Founding Partner

    Sept 2020 - now