Nanuk AM appoints new portfolio manager

Oksana Patron

18 July 2023

Nanuk Asset Management has announced the appointment of John Lobb as its new portfolio manager as the company is focusing on opportunities arising from long term trends such as environmental sustainability and resource efficiency.

Lobb has over 32 years of experience as an equities analyst and portfolio manager and joined Nanuk from Insync Funds Management where he served as a global equities portfolio manager and senior analyst.

Prior to this, he held key investment positions at Orion Asset Management, Credit Suisse Global Asset Management, and Citigroup Global Asset Management.

He will join investment team at Nanuk which includes chief investment officer, Tom King, London based portfolio manager Binya Even, along with Australian based portfolio managers Jane Henderson, Tristan Patience, Peter Wilmshurst and Marie Miyashiro.

He will be based in Sydney and commence on 17 July.

Lobb focus is on identifying quality, undervalued businesses benefitting from structural tailwinds.

“John’s experience will improve our capacity to research the expanding numbers of opportunities related to the emerging ‘sustainability revolution’ and his focus on quality and growth will complement the approaches of our existing team,” King commented on his appointment.

“It is an exciting time for sustainably themed investment, with technologies such as electric vehicles, renewable energy and the internet of things moving from infancy to maturity and new opportunities emerging in areas such as hydrogen, carbon capture and storage and artificial intelligence.”