Congratulations to our Head of Fund Research, Wee-Tsen Lee who has been included in the Citywire Wealth Managers Top 100 list which is now in it’s 10th year and which showcases the most influential fund selectors in our industry. Wee-Tsen is an important and integral member of our team and it is great to see his extensive experience in his sector acknowledged.
By Citywire Wealth Manager – 10 November 2021
Wee-Tsen Lee (Head of Fund Research) Group AUM: £500m+
Lee boasts extensive experience in fund research and multi-manager portfolio management. Before Lockhart Capital Management, he worked at Russell Investments, Barclays and Santander Asset Management after graduating from King’s College London in 2005.
He joined Lockhart Capital Management as Head of Fund Research in March 2020, overseeing research across all asset classes. He highlights Crux UK Special Situations as a top performer over the past 12 months, while Liontrust Sustainable Future UK Growth is a recent addition to the buy list.
Lee believes that there are too many generic investment strategies and would like to see more fund managers focus on specialisms.