Meet the people who manage the investments
The investment team are substantial investors in products managed by the firm, so creating a clear alignment between investors and the investment managers.
Samuel Ford - MEng
Sam joined Aberforth in August 2019 and became a Partner in May 2021. He is responsible for the following sectors - Health Care Providers; Media; Medical Equipment and Services; Oil, Gas and Coal; Pharmaceuticals and Biotechnology; and Software and Computer Services. Sam has passed all three levels of the CFA programme.
Jeremy Hall - MA (Hons)
Jeremy joined Aberforth in October 2018 and became a Partner in January 2020. He is responsible for the following sectors - Banks; Finance and Credit Services; Investment Banking and Brokerage Services; and Tobacco. Jeremy has passed all three levels of the CFA programme.
Euan Macdonald - BA (Hons)
Euan joined Aberforth in May 2001 and became a Partner in May 2004. He is responsible for the following sectors - Alternative Energy; Automobiles and Parts; Consumer Services; Industrial Engineering; Leisure Goods; Life Insurance; Mortgage Real Estate Investment Trusts; Non-life Insurance; Real Estate Investment and Services; Real Estate Investment Trusts; and Telecommunications Service Providers.
Rowan Marron - MSc
Rowan joined Aberforth in November 2023. She has fifteen years' previous experience as an equity analyst, most recently at Rathbones Investment Management. Her experience covers a wide variety of sectors, geographies and cap sizes, and includes eighteen months with a quantitative start-up. She is responsible for the following sector - Aerospace and Defense; Food Producers; and Travel and Leisure. Rowan has passed all three levels of the CFA programme.
Rob Scott Moncrieff - BSc (Hons)
Rob joined Aberforth in February 2022 and became a Partner in March 2024. He previously worked as a global equities analyst with Latitude Investment Management. Rob’s early career included UK-focussed equity research responsibilities with Brewin Dolphin, following an internship with International Value Advisers, in New York. He is responsible for the following sectors - Chemicals; Construction and Materials; Electronic and Electrical Equipment, General Industrials; Household Goods and Home Construction; Industrial Materials; Industrial Metals and Mining; Precious Metals and Mining; and Technology Hardware and Equipment. Rob has passed all three levels of the CFA programme.
Peter Shaw - CA, BCom (Hons)
Peter joined Aberforth in April 2016 and became a Partner in May 2017. He is responsible for the following sectors - Beverages; Electricity; Gas, Water and Multi-utilities; Industrial Support Services; Industrial Transportation; Personal Care, Drug and Grocery Stores; Personal Goods; Retailers; Telecommunications Equipment; and Waste and Disposal Services.
By clicking on the Accept button and downloading documentTitle, you acknowledge that you have read and understood the important information contained within this disclaimer and within our Privacy Notice, Risk Warnings and Important Legal Information pages.
This material is not intended as an offer, invitation or solicitation for the purchase or sale of any investment, nor is its issuance intended to give rise to any other legal relations whatsoever and must not be relied upon for the purposes of any investment decision.
The information contained on the following pages is subject to updating, revision and amendment. All expressions of opinion are subject to change without notice and do not constitute advice and should not be relied upon as a promise or representation as to the future.
Persons resident in countries other than the UK should consult with their professional advisers as to whether they require any governmental or other consents in order to enable them to invest in any product described in these pages.
I confirm that I am a resident of, and presently located in, the United Kingdom, the Channel Islands or the Isle of Man.
Thank you for your interest. Legal restrictions prevent us from allowing you further access to this Aberforth Geared Value & Income Trust plc document.
If you believe you are a resident of, and located in, a jurisdiction where viewing is permitted by law, and you can confirm that to us, please contact enquiries@aberforth.co.uk.
Viewing the materials you seek to access may not be lawful in certain jurisdictions. In other jurisdictions, only certain categories of person may be allowed to view such materials. Any person who wishes to view these materials must first satisfy themselves that they are not subject to any local requirements that prohibit or restrict them from doing so.
The information contained in this website, including any material you may hereafter access, does not constitute an offer of securities for sale in the United States or any other jurisdiction. Securities may not be offered or sold in the United States absent registration under the U.S. Securities Act of 1933, as amended, or an exemption from registration. No public offering or sale of securities in the United States is contemplated. The information contained in this website, including any material you may hereafter access, is not to be provided by you to any other person, in electronic form or otherwise, and is not to be accessed, published, copied, forwarded or otherwise disseminated in or into the United States.
If you are not permitted to view materials on this webpage or are in any doubt as to whether you are permitted to view these materials, please exit this webpage.
By proceeding, you agree to comply with the terms set out above and confirm that you are a resident of the United Kingdom, Channel Islands or Isle of Man, and you are accessing this website from within the United Kingdom, Channel Islands or Isle of Man.