John Lobb
Nanuk Asset Management (Nanuk), an industry leader in sustainable and responsible investing, this week announced the appointment of John Lobb as a Portfolio Manager. The appointment adds further resources to Nanuk’s experienced investment team which is focused on opportunities arising from the long term trends associated with environmental sustainability and resource efficiency.
With over 32 years experience as an equities analyst and portfolio manager, Mr. Lobb brings a wealth of experience to Nanuk. Prior to joining Nanuk, he served as a Global Equities Portfolio Manager and Senior Analyst at Insync Funds Management. Previously, he has also held key investment positions at Orion Asset Management, Credit Suisse Global Asset Management, and Citigroup Global Asset Management.
Mr Lobb joins an experienced 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.
Mr King commented, “We are delighted to have John joining our team. His focus on identifying quality, undervalued businesses benefitting from structural tailwinds is very well aligned with our approach. He is well known to us having previously worked with Tristan and Nanuk director Tim Ryan.”
“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.”
“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,” Mr King said.
Nanuk recognises that environmental challenges present both opportunities and risks for investments. The recent breaking of global temperature records, with average global temperature reaching 17C this month, surpassing the previous record of 16.9C set in August 2016, serves as a clear reminder of the likelihood of further government support for more sustainable technology as we move through this decade.
Dan Powell, Head of Distribution for Nanuk, commented, “Investor and financial adviser demand for sustainable investment continues to grow due to several key factors. Investor preferences, regulatory mandates, corporate pledges, increasing recognition that climate factors impact investment performance, and that significant change at a global level creates investment opportunities and risks which all contribute to this trend”.
Mr Lobb holds a Bachelor of Economics Majoring in Finance and Accounting from Macquarie University and a Graduate Diploma in Applied Finance and Investment through FINSIA.
Mr Lobb is based in Sydney and started with Nanuk on 17 July 2023.