Catriona Hoare

Investment Partner at Veritas Investment Management LLP

Catriona Hoare

Catriona Hoare

Investment Partner at Veritas Investment Management LLP

Biography

Catriona joined the team in 2013 and is responsible for managing client portfolios in addition to using her research skills and investment experience to identify and analyse the companies we invest in. She contributes to the governance of the investment process as a member of the firm’s research and investment governance committees.

Beginning her career at Newton Investment Management, Catriona shared responsibility for investment oversight within the private client team. She managed a number of portfolios and private family unit trusts with a particular focus on international clients.

Catriona brings her interest and experience in education to Veritas by leading the coordination of our social mobility and work experience initiatives and she is a Governor of Southmead Primary School. Catriona is also a CFA® Charterholder, a Member of the Chartered Institute for Securities & Investment and was named one of PAM’s Top 40 Under 40 during 2017. She holds a BA (Hons) in History from the University of Bristol.

Investment experience: 13 years

Overview
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179

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Partner & Investment Manager at Veritas Investment Management LLP

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Partner & Investment Manager at Veritas Investment Management LLP

Relationship likelihood: Strong

Partner & Investment Manager at Veritas Investment Management LLP

Relationship likelihood: Strong

Investment Partner at Veritas Investment Management LLP

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Investment Partner at Veritas Investment Management LLP

Relationship likelihood: Strong

Chief Investment Officer at Veritas Investment Management LLP

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Chief Executive Officer at Veritas Investment Management LLP

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Head of Client Communication at Veritas Investment Management LLP

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Head of Operations, Compliance Officer & MLRO at Veritas Investment Management LLP

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Chairman, Veritas Investment Partners Ltd at Veritas Investment Management LLP

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Catriona Hoare
Investment Partner at Veritas Investment Management LLP
Education

The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom.

Career History
Investment Partner
2013 - Current

VIM is an active, long-term, investment-led manager which aims to protect and grow the purchasing power of capital over time.The firm follows the Veritas Real Return Approach, built on the founding principles of real returns and partnership, to analyze all potential investments from an absolute basis, constructing portfolios without reference to any benchmark or index.The two elements of their partnership approach include a partnership culture and an alignment of interests in partnership with their clients.Portfolios can be valued in any major currency.

Investment Manager
2006 - 2013

NIM is a thematic, team-oriented manager which conducts in-house research to identify themes and trends that influence, or are likely to influence, economies or stock markets globally. They believe that change leads to opportunity' and encourage individual thinking which is crucial to identify the companies that offer the best growth prospects. The firm is a holistic investor which follows global trends and economic developments as they interpret them. Their economists, analysts, portfolio managers and strategists develop and apply themes which are their interpretation of the forces of global change affecting companies. They focus their research on the areas that they believe are most likely to yield the best performing securities. NIM's analysts seek out companies with attractive value and strong fundamentals which may benefit from one or more themes. Constant communication and research prioritization meetings between analysts and other investment professionals underpins the firm's research process, and results in development of their recommended list. Portfolio managers construct equity and fixed-income model portfolios in teams. The interaction between team members ensures a cohesive, consistent approach to stock selection and implementation. Risk is assessed throughout the investment process and a specialist team formally monitors portfolio risk using risk models and other controls.

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