21st May 2024

Our next event will take place on the 21st May in the City of London. Speaker details are below.

Mark Dainty, Lead Portfolio Manager

Mark joined BlueBox in 2022 to launch the BlueBox Precision Medicine Fund. He has been researching and investing in the Healthcare sector since 2006. Prior to BlueBox he was the Lead Portfolio Manager of a pharmaceuticals and biotechnology fund at Norges Bank Investment Management for 6 years.

He also spent 3 years at Blackrock as a global healthcare analyst and 6 years at Citi in a leading equity research team covering European pharmaceuticals. He holds a Masters in Pharmacy and became a Chartered Accountant (FCA) with KPMG. This combination is critical for evaluating businesses that create lasting value through innovation in the biopharmaceutical sector.

Michel Sznajer, Portfolio Manager

Michel joined Ecofin in 2016 as a portfolio manager for the Global Renewables strategies. Before joining the firm, he was a partner and portfolio manager at Silvaris Capital Management. Previously, Michel was at Wellington Management Co. as an industrial/infrastructure analyst and portfolio manager. Before that, he was at Goldman Sachs and Indosuez W.I. CARR, covering the telecommunication sectors in Asia. He earned a MSc in business and engineering from Brussels University and is a CFA® charterholder.

Michel is married with 2 children. He grew up in Brussels and has lived in Paris, Hong Kong, Singapore, and London. In his free time, Michel enjoys reading biographies and learning about history. In addition, he enjoys the theatre, skiing, and volunteering in educational and social organisations.

Andrew Hollingworth, Founder and Portfolio Manager

Andrew is the founder of Holland Advisors and Portfolio Manager of the VT Holland Advisors Equity fund. Andrew looks for businesses with Sustainable Competitive Advantages, knowing that such companies can offer great compounding returns to investors. However, Andrew, like Warren Buffett whom he greatly admires, also has a strong desire to not overpay for such companies. This makes him a contrarian buyer of great business at points when markets discount them. Whenever possible Andrew wants to invest alongside proven and aligned owner-managers.

Andrew set up Holland Advisors in 2008 after a 20-year career in stockbroking and fund management. Andrew has managed the VT Holland Advisors Equity fund since 2011. In addition to which he/Holland have also advised some of the world biggest investment institutions and its best equity investors. He is the fund’s largest single investor, owing 15-20% of the units. He eats his own cooking and loves what he does.