Chief Investment Officer
“Focused on the continual enhancement of our absolute return strategy with a concentration on ESG and sustainability”
Larry holds a BA in Mathematics & Economics from Florida State University and a MPhil in Economics & Politics from Cambridge University, England, and is a Chartered Financial Analyst. In-between educational periods, Larry spent three years walking with a small group of activists as part of the ‘Global Walk for a Livable World’ across the USA, Europe and Asia to promote environmental awareness.
Larry has amassed 20 years plus experience in the investment area and his specialisms range from quantitative and financial modelling, portfolio construction and risk management, environmental economics and research, as well as alternative investments to name a few. In 2007 Larry was named one of the twenty rising stars in hedge funds by Institutional Investor Magazine.
Larry started his career at First Quadrant in California. Following this, he worked at Barclays Global Investors’ San Francisco office as a member of the Advanced Strategies and Research Group. Larry later moved to Deutsche Asset Management as Global Head of Quantitative Strategies and Portfolio Engineering. He left DeAM in 2004 and founded Auriel, a $2bn absolute return fund specializing in macro, currency and equity long-short strategies.
Head of Ethical Screening
Lee has worked in the financial services industry for 36 years. In 1989 he set up a financial business in the UK specialising in ethical investment and in 1998 set up a UK-based ethical research company offering global stock coverage.
In 2009 Lee established a company in Australia to develop ethical investment opportunities there. In 2010 the company’s first ethical Superannuation fund was launched, followed by bespoke ethical portfolio services.
As well as maintaining an active interest in the above companies, Lee now provides consultancy services on ethical policy setting, monitoring and screening for banks and Investment companies.
Lee has been a Board and committee member of many organisations over the years, including sitting on the Board of the UK Social Investment Forum and serving as Chair of the Ecumenical Council for Corporate Responsibility.
In 2011 Lee was awarded an OBE for services to ethical business and finance
Policy development and qualitative screening
PR and Marketing