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About Canaccord Genuity Fund Management

Canaccord Genuity Fund Management (which is a trading name of Hargreave Hale Limited) (the “Investment Manager” or “CGFM”) is the appointed investment manager of Hargreave Hale AIM VCT plc (the “Company” or the “VCT”). CGFM is a wholly owned subsidiary of Canaccord Genuity Wealth Group Limited. CGFM is a leading small cap UK fund manager with a team of 18 fund managers and analysts.

As at 30 September 2021, the Investment Manager had more than £6.5 billion of funds under management across eight units trusts/OEICS and the Company, including approximately £4.9 billion invested in small UK companies.

Mandates of CGFM include:

  • Marlborough Multi-Cap Income Fund
  • Marlborough Multi-Cap Growth Fund
  • Marlborough Multi-Cap European Fund
  • Marlborough Special Situations Fund
  • Marlborough UK Micro-Cap Growth Fund
  • Marlborough UK Nano-Cap Fund
  • Marlborough Extra Income Fund
  • Hargreave Hale AIM VCT plc

The VCT Management Team

The management of the Company’s investments is carried out by the Investment Manager’s VCT team. The Investment Manager's VCT team is led by Oliver Bedford with support from Lucy Bloomfield, Anna Salim and Archie Stirling.

The Investment Manager's VCT team is also supported by the wider fund management team within the Investment Manager, mainly in the delivery of the Non-Qualifying Investment Strategy through the direct investment of the Company's capital into companies listed on the main market of the London Stock Exchange, as permitted by the VCT rules.

Oliver Bedford graduated from Durham University with a degree in Chemistry. He served in the British Army for 9 years before joining the Investment Manager in 2004.  After initially working as an analyst in support of the VCT, Oliver was appointed as co-manager in 2011 and then lead manager in 2019.

Lucy Bloomfield joined the Investment Manager in August 2018. Prior to this she spent eight years as an analyst and UK Small & Mid-cap fund manager at BlackRock before her most recent role as a European Small & Mid-cap fund manager with Ennismore Fund Management. Lucy graduated from Durham University in 2007 with a degree in Economics and is a CFA charterholder.

Anna Salim joined the Investment Manager in April 2018. Her prior experience includes European lower mid-market private equity investments at Revolution Capital Group and equity research at Cormark Securities. Anna graduated from the University of Toronto and holds an MBA from University of Western Ontario. She is a CFA charterholder.

 

Archie Stirling graduated from Bristol with a BSc in Economics, joined KPMG LLP in 2013 and qualified as a chartered accountant in 2016.  Archie joined Canaccord Genuity in September 2021 following 5 years working in transactional services.