![Steve Bates](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steve Bates
Chairman at
JPMORGAN FLEMING ELECT-MGD
Profile
Steven Andrew Ralph Bates is Non-Executive Chairman at VinaCapital Vietnam Opportunity Fund Ltd. since 2013.
Chairman at JPMorgan Elect Managed Growth since 2021.
Chairman at JPMorgan Elect Managed Income since 2021.
Chief Investment Officer at GuardCap Asset Management Ltd. since 2013.
Director at Magna Umbrella Fund Plc, Occo Eastern European Fund, General Trust Plc, The Space Place Self Storage (Telford) Ltd., and Guardian Management Uk Ltd. Former roles include Non-Executive Chairman at Third Point Investors Ltd. from 2019 to 2021.
Chairman at CT UK Capital & Income Investment Trust Plc from 2012 to 2020.
Chairman at Barings Emerging EMEA Opportunities Plc from 2010 to 2018.
Non-Executive Chairman at Vinacapital Vietnam Opportunity Fund Ltd. (United Kingdom) from 2013 to 2021.
Non-Executive Director at JPMorgan Global Growth & Income Plc from 2022 to 2023.
Senior Independent Non-Executive Director at AVI Global Trust Plc from 2013 to 2018.
Senior Independent Non-Executive Director at The Biotech Growth Trust Plc from 2021 to 2024.
Other former positions include Director at Guardian Capital Group Ltd., Executive Director at JPMorgan Asset Management (UK) Ltd., Non-Executive Director at JPMorgan Elect Plc from 2020 to 2021, Non-Executive Director at RENN Universal Growth Investment Trust PLC in 2005, Head-Global Emerging Markets at JPMorgan Investment Management, Inc. and Jp Morgan Fleming Overseas Investment Trust Plc in 2002, Principal at Straightset Ltd., and Chief Investment Officer at Alvarium Investment Managers (UK) LLP.
Education includes undergraduate degree from the University of Cambridge.
Steve Bates active positions
| Companies | Position | Start |
|---|---|---|
| JPMORGAN ELECT PLC - MANAGED GROWTH | Chairman | 2021-01-19 |
| JPMORGAN FLEMING ELECT-MGD | Chairman | 2021-01-19 |
Guardian Management Uk Ltd. | Director/Board Member | - |
GuardCap Asset Management Ltd.
 GuardCap Asset Management Ltd. Investment ManagersFinance GuardCap is a specialist investment firm focused solely on managing concentrated, bottom-up, equity strategies constructed on an "index-agnostic" basis for their clients. The firm seeks to invest in businesses with excellent economics, increasing the likelihood of the company generating materially higher earnings in five to ten years’ time. Their investment process is rigorous, supported by in-depth written reports and models prepared on each company considered for inclusion. | Chief Executive Officer | 2012-12-31 |
Magna Umbrella Fund Plc | Director/Board Member | - |
The Space Place Self Storage (Telford) Ltd.
 The Space Place Self Storage (Telford) Ltd. Other TransportationTransportation Operates self storage units | Director/Board Member | - |
Occo Eastern European Fund
 Occo Eastern European Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Hedge Fund | Director/Board Member | - |
VinaCapital Vietnam Opportunity Fund Ltd.
 VinaCapital Vietnam Opportunity Fund Ltd. Investment ManagersFinance Acts as Private Equity Fund | Chairman | 2013-04-30 |
General Trust Plc | Director/Board Member | 2010-11-22 |
Former positions of Steve Bates
| Companies | Position | End |
|---|---|---|
| ░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░ ░░░ | ░░░░░ ░░░░░░░░░░ ░░░░░░░ | ░░░░░░░░░░ |
| ░░░ ░░░░░░░ ░░░░░░ ░░░░░ ░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
| ░░░░░ ░░░░░ ░░░░░░░░░ ░░░░ | ░░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░ ░░░░░░░ | ░░░░░░░░ | ░░░░░░░░░░ |
Training of Steve Bates
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
53
1st degree connections
25
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 25 |
|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
Guardian Capital Group Ltd.
 Guardian Capital Group Ltd. Regional BanksFinance Provides financial services | Finance |
Magna Umbrella Fund Plc | |
VinaCapital Vietnam Opportunity Fund Ltd.
VinaCapital Vietnam Opportunity Fund Ltd. Investment ManagersFinance Acts as Private Equity Fund | Finance |
Occo Eastern European Fund
Occo Eastern European Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Hedge Fund | Miscellaneous |
Third Point Investors Ltd.
 Third Point Investors Ltd. Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
RENN Universal Growth Investment Trust PLC
 RENN Universal Growth Investment Trust PLC Investment Trusts/Mutual FundsMiscellaneous Functions as closed-ended equity mutual fund | Miscellaneous |
JPMorgan Asset Management (UK) Ltd.
 JPMorgan Asset Management (UK) Ltd. Investment ManagersFinance JPAM-UK is an active, long-term manager which seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. Each team has a distinct approach for analyzing their sector; utilizing a combination of fundamental, quantitative and technical inputs to identify buy and sell targets. | Finance |
JPMorgan Global Growth & Income Plc
 JPMorgan Global Growth & Income Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
JPMorgan Elect Plc
 JPMorgan Elect Plc Investment Trusts/Mutual FundsMiscellaneous Acts as an umbrella fund | Miscellaneous |
CT UK Capital & Income Investment Trust Plc
 CT UK Capital & Income Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
AVI Global Trust Plc
 AVI Global Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Barings Emerging EMEA Opportunities Plc
 Barings Emerging EMEA Opportunities Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
The Biotech Growth Trust Plc
 The Biotech Growth Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
University of Cambridge
 University of Cambridge Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Straightset Ltd.
 Straightset Ltd. Other Consumer ServicesConsumer Services Provides installation and services for car | Consumer Services |
GuardCap Asset Management Ltd.
GuardCap Asset Management Ltd. Investment ManagersFinance GuardCap is a specialist investment firm focused solely on managing concentrated, bottom-up, equity strategies constructed on an "index-agnostic" basis for their clients. The firm seeks to invest in businesses with excellent economics, increasing the likelihood of the company generating materially higher earnings in five to ten years’ time. Their investment process is rigorous, supported by in-depth written reports and models prepared on each company considered for inclusion. | Finance |
Alvarium Investment Managers UK LLP
 Alvarium Investment Managers UK LLP Investment ManagersFinance Provides investment management services | Finance |
Jp Morgan Fleming Overseas Investment Trust Plc | |
General Trust Plc | |
The Space Place Self Storage (Telford) Ltd.
The Space Place Self Storage (Telford) Ltd. Other TransportationTransportation Operates self storage units | Transportation |
JPMorgan Elect Managed Growth
 JPMorgan Elect Managed Growth Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
JPMorgan Elect Managed Income
 JPMorgan Elect Managed Income Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Vinacapital Vietnam Opportunity Fund Ltd. (United Kingdom)
 Vinacapital Vietnam Opportunity Fund Ltd. (United Kingdom) Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Guardian Management Uk Ltd. |
- Stock Market
- Insiders
- Steve Bates
