Rob manages Lightman’s funds, having run European equity portfolios since 2005. Before founding Lightman in 2019, he worked at Neptune Investment Management, where he managed the European Opportunities Fund from 2005 to 2018. He was also head of analysis of the global financials sector, specialising in researching banks. Prior to running the European Opportunities Fund Rob managed the Neptune Japan Opportunities Fund. He studied Politics, Philosophy and Economics at Oxford.
George manages Lightman’s portfolios alongside Rob Burnett. He previously spent more than ten years as a fund manager at Neptune Investment Management and Liontrust Asset Management, where he ran equity income and capital growth portfolios investing in the US and globally. George joined Lightman in 2023. He began his career in asset management in 2010 after graduating with a First in Economics and Management from Oxford. George is a CFA Charterholder.
Luis performs quantitative analysis for the Lightman funds. He began his professional career in 2005 in the equities division of Credit Suisse in London. In 2008 he returned to his native Madrid where he continued to work in equities, shifting his focus from fundamentals to quantitative analysis of markets. He has worked purely on quantitative analysis since 2012. Luis graduated with a degree in Business Administration with a specialisation in Finance at CUNEF University.
Sumit oversees operations and compliance at Lightman and provides quantitative ESG analysis for the funds. He worked at the Financial Conduct Authority from 2013 to 2017 as a Technical Specialist within Investment Management. Prior to his regulatory work he worked as an ESG Investment Analyst for First Climate. He has completed the CFA and the FRM programmes. Sumit also holds an MBA from the Saïd Business School at Oxford and an Engineering degree from India.
Rajan joined Lightman in 2023 to lead the technology, data and automation functions. He has several years of experience at various financial services firms including S&P Global, IHS Markit and PwC, where he led and developed data analysis and software solutions both for internal departments and external clients. Rajan has a master’s degree in computer science and a bachelor’s in engineering from India.
Phil leads Lightman’s client relationships and business development to professional fund selectors. He spent nine years working alongside Rob, managing a range of clients at Neptune Investment Management. He initially looked after nationals and networks, before moving into discretionary sales covering London and the South East, taking on the position of Head of Discretionary Sales.
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