Manager Research
all members of our manager research team have over ten years of investment experience.
Truffle have appointed two new members to their investment team, Saul Miller and Sophie Marie van Garderen. Both are experienced in the asset management industry, with both having worked previously at RMB and Argon Asset Management. The majority of the Truffle investment team have RMB backgrounds, and with the recent growth of Truffle’s client base the pressure is on to build a more fully resourced team.
The relatively small investment team complement has to date been one of the shortcomings with the Truffle fund management capability.
Saul and Sophie joined Argon in 2011 where Saul held the position of Head of Equities and where Sophie was a co-manager of Argon’s institutional equity funds as well as an equity analyst. Prior to joining Argon both spent just over 10 years at RMB holding various positions as equity analysts managing unit trusts and institutional pension funds.
We feel that this is a positive change for the business as both Saul and Sophie know the current Truffle team very well and should fit into their investment philosophy fairly easily. However, that being said like with any change we will monitor the new dynamic but for now all ratings will remain the same.
Truffle team expands
1 Jul 2016