A high-alpha equity specialist.

Our aim is to produce superior long-term performance for our investors and provide exceptional client service.

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Overview

TT International was founded by Tim Tacchi in 1988 to manage assets for a highly regarded global macro strategy. Two years later we began managing long-only equities, using the same basic philosophy of combining informed top-down views with rigorous bottom-up company analysis. Over the ensuing three decades, we continued to harness this philosophy to build a suite of award-winning long-only and alternative products. Having achieved strong risk-adjusted performance and asset growth, particularly in our Emerging Markets strategies, we now manage $8.2bn for some of the world’s most sophisticated institutional investors. 

After 27 years of being structured as an unlimited liability partnership, in early 2020 we were acquired by Sumitomo Mitsui Financial Group, a leading Japanese bank. As well as complementing our naturally conservative culture, this partnership provides us with a stable capital base and scope for growth in one of the world’s largest institutional markets. Crucially, despite being owned by SMFG, we retain the investment autonomy, key people, and management and incentive structures that have proven so successful over the past three decades. 

Our ultimate aim is to produce attractive risk-adjusted returns and provide exceptional client service. Whilst this aim is not unusual amongst our peers, how we achieve it is. The following factors are why we believe we are truly differentiated from our competitors.

  • Top-down/bottom-up integration. We recognise the intrinsic interplay between macro factors and individual company fortunes. Consequently, for over 30 years we have been integrating top-down and bottom-up research as a means of allocating capital. In our view, few competitors are able to successfully understand the world’s ever-changing macroeconomic and geopolitical environment and then identify specific companies that should benefit. 

  • Focus. Dedicated solely to asset management, we deliberately limit our product range to areas where we possess a genuine competitive advantage and offer only authentically active, concentrated portfolios with 30-60 stocks and high active share. These portfolios in turn rely on focused investment processes and teams. Finally, our focus on a relatively small number of institutional investors means that each of our clients receives a bespoke service.  
  • Alignment of interests. Our compensation is based almost exclusively on the performance we generate for clients and most of our investment professionals invest a significant proportion of their liquid assets in our products. In fact, many are the biggest personal investors in their own strategies. Clients can rest assured that we have skin in the game.
  • Capacity constrained. We limit capacity in all our strategies, allowing us to remain nimble and maximise our chances of delivering outperformance. Rather than simply being asset gatherers, we pride ourselves on our investment-led culture that focuses on doing what is right for existing clients.
  • Risk management. Unlike many traditional long-only managers, TT’s hedge fund heritage ensures that our risk management capabilities are outstanding and thus are able to play an important role in the investment process. 
  • People. Inevitably in our line of business it is our people that need to stand out most. We are proud to be home to a vastly experienced, high-quality, long-serving and cognitively diverse group of professionals. By providing a collegial environment, clear opportunities for career progression and powerful incentivisation, we can successfully attract, retain and motivate these people to help clients achieve their goals.  
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Our People

Tim Tacchi, Chief Investment Officer

Tim Tacchi

Chief Investment Officer
Tim Tacchi, Chief Investment Officer

Tim Tacchi

Chief Investment Officer

Tim is TT's founder, Chief Investment Officer and Portfolio Manager of TT’s Global Macro Strategy. In addition to this, he chairs the firm’s regular ‘What Time Is It?’ meetings that help formulate our top-down views. Prior to founding TT in 1988, Tim was an Investment Director at Fidelity International, where he focused on UK and European stock selection. Tim graduated with an MA from the University of Oxford. 

Insights

Sebastiaan de Bont, Portfolio Manager, TT Global Emerging Markets Strategy

Sebastiaan de Bont

Portfolio Manager, TT Global Emerging Markets Strategy
Sebastiaan de Bont, Portfolio Manager, TT Global Emerging Markets Strategy

Sebastiaan de Bont

Portfolio Manager, TT Global Emerging Markets Strategy

Sebastiaan is a Portfolio Manager of our Global Emerging Markets Strategy. As a member of TT’s Ideas Factory, he is responsible for providing investment ideas across all of our Emerging Market strategies. Prior to joining TT in 2010, he was Head of Emerging Markets at Fideuram Asset Management. Sebastiaan graduated from Erasmus University, Rotterdam, with an MSc in Business Economics. He is also a CFA Charterholder. 

Graham Barr, Chief Financial Officer

Graham Barr

Chief Financial Officer
Graham Barr, Chief Financial Officer

Graham Barr

Chief Financial Officer

Graham is TT’s Chief Financial Officer. Prior to joining TT in 1998, he was an Associate Director at AIB Govett Asset Management Limited. Graham graduated with a BA from Middlesex University and is a qualified Chartered Accountant.

Nick Carlon, Emerging Markets Analyst

Nick Carlon

Emerging Markets Analyst
Nick Carlon, Emerging Markets Analyst

Nick Carlon

Emerging Markets Analyst

Nick Carlon transitioned from TT’s dealing desk to become an Analyst on the Emerging Markets team. He works closely with Partner/Senior Analyst Harry Thomas on our LATAM/EMEA research efforts.  Nick joined TT in January 2016, having graduated from Oxford University in 2013 with a BA in Economics and Management.      

Greg Cassano, Co-Head of Global Sales

Greg Cassano

Co-Head of Global Sales
Greg Cassano, Co-Head of Global Sales

Greg Cassano

Co-Head of Global Sales

Based in our New York office, Greg is Co-Head of Global Sales and is responsible for business development in North America. Before joining TT in 2016, he worked as a Senior Vice President on the Institutional Team at First Eagle Investment Management. Greg earned a B.S. in Marketing from the University of Scranton.

Edward Choi, Senior Asia Analyst

Edward Choi

Senior Asia Analyst
Edward Choi, Senior Asia Analyst

Edward Choi

Senior Asia Analyst

Edward Choi is a Senior Asia Analyst and member of TT’s Ideas Factory. Before joining TT, he was an Associate at Bain Capital. Edward achieved his MBA at The Kellogg School of Management. He graduated with a BSc from Cornell University and is also a CFA Charterholder.

Johan Fredriksson, Co-Portfolio Manager, TT European Opportunities Long/Short Strategy

Johan Fredriksson

Co-Portfolio Manager, TT European Opportunities Long/Short Strategy
Johan Fredriksson, Co-Portfolio Manager, TT European Opportunities Long/Short Strategy

Johan Fredriksson

Co-Portfolio Manager, TT European Opportunities Long/Short Strategy

Johan is Co-Portfolio Manager of our European Opportunities Long/Short Strategy. Prior to joining TT in 2019, he was a Managing Director at Deutsche Bank. Johan has over 20 years of sell-side experience in European equities.  He graduated from Schiller International University with a BBA (Marketing) and MBA (Finance). 

Adrienne Giliomee, Financials Analyst

Adrienne Giliomee

Financials Analyst
Adrienne Giliomee, Financials Analyst

Adrienne Giliomee

Financials Analyst

Adrienne is a Financials Analyst. As a member of TT’s Ideas Factory, she is responsible for providing investment ideas across all of our European strategies. Before joining TT in 2012, Adrienne spent 13 years with UBS in various roles including Analyst, Specialist Sales and Portfolio Manager. Adrienne graduated from the University of Cape Town with a B Business Science in Finance & Economics and also holds an honours degree in Journalism from the University of Stellenbosch.

Insights

Jason Hill, Relationship Management and Business Development, Asia

Jason Hill

Relationship Management and Business Development, Asia
Jason Hill, Relationship Management and Business Development, Asia

Jason Hill

Relationship Management and Business Development, Asia

Based in our Hong Kong office, Jason is responsible for Relationship Management and Business Development in the distribution channels in Asia. He joined TT in 2011 after graduating from the University of Leeds with a BA in Economics and Management and achieving an MA in Business Economics from Kingston University.

John Hobson, Co-Portfolio Manager, TT Mid-Cap Europe Long/Short Strategy

John Hobson

Co-Portfolio Manager, TT Mid-Cap Europe Long/Short Strategy
John Hobson, Co-Portfolio Manager, TT Mid-Cap Europe Long/Short Strategy

John Hobson

Co-Portfolio Manager, TT Mid-Cap Europe Long/Short Strategy

John is Co-Portfolio Manager of the TT Mid-Cap Europe Long/Short Strategy. Before joining TT in 1998, he was Deputy Head of Global Equity Syndication and Head of European Proprietary Trading at UBS. John graduated with a BA from the University of Cambridge. 

Daniel Hobster, Energy Analyst

Daniel Hobster

Energy Analyst
Daniel Hobster, Energy Analyst

Daniel Hobster

Energy Analyst

Daniel is an Energy Analyst and member of TT’s Ideas Factory. Before joining TT in 2015, he was an Analyst on the European Equity Team at BNP Paribas. Daniel graduated with a BA from the University of Oxford.  

Insights

Bernie Huepfl, Portfolio Manager, TT Global Equity Strategy

Bernie Huepfl

Portfolio Manager, TT Global Equity Strategy
Bernie Huepfl, Portfolio Manager, TT Global Equity Strategy

Bernie Huepfl

Portfolio Manager, TT Global Equity Strategy

Bernie is a Portfolio Manager of our Global Equity Strategy and a member of our Ideas Factory. He has over 20 years’ experience as an Equity Fund Manager, and has been working with Ben Ridley since 2001. Prior to joining TT in 2014, Bernie managed long-short money at Meditor Capital Management. Before that, he ran global concentrated equity mandates at Morgan Stanley Private Wealth Management. Bernie graduated from The Vienna School of Economics and achieved his MBA at IESE in Barcelona.

Insights

Rob James, Emerging Markets Portfolio Manager

Rob James

Emerging Markets Portfolio Manager
Rob James, Emerging Markets Portfolio Manager

Rob James

Emerging Markets Portfolio Manager

Rob is Co-Portfolio Manager of our Global Emerging Markets Strategy and Lead Portfolio Manager of our Emerging Markets Unconstrained Strategy. Before joining TT in 2011, Rob worked at Pictet Asset Management, where he was most recently Head of Latin America, having been Senior Portfolio Manager for Emerging Markets. Robert has a BA from the University of Oxford, as well as an MA (Distinction) and a PHD from the University of East Anglia. He is also a CFA Charterholder. 

Insights

Mike Jennings, Investment Strategist

Mike Jennings

Investment Strategist
Mike Jennings, Investment Strategist

Mike Jennings

Investment Strategist

Mike is an Investment Strategist with almost 30 years’ industry experience. He is a member of our Ideas Factory and works with all our investment teams, helping to develop our top-down strategy. Before joining TT in 2014, Mike was Chief Investment Officer at Premier Asset Management. Prior to that, he was Head of Global Equities at Aviva Investors. Mike holds a BA from Oxford Brookes University.   

Insights

Amanda Killick, Head of Client Relationship Management

Amanda Killick

Head of Client Relationship Management
Amanda Killick, Head of Client Relationship Management

Amanda Killick

Head of Client Relationship Management

Based in our London office, Amanda is TT's Head of Client Relationship Management.  Prior to joining TT in 2018, she was Head of Investor Relations at Finisterre Capital for seven years.  Amanda graduated from the University of the Witwatersrand with an MA in History and Rhodes University with a BA (Hons) also in History.

Marco Li, Portfolio Manager, TT China Focus Equity Strategy

Marco Li

Portfolio Manager, TT China Focus Equity Strategy
Marco Li, Portfolio Manager, TT China Focus Equity Strategy

Marco Li

Portfolio Manager, TT China Focus Equity Strategy

Marco is Portfolio Manager of our China Focus Equity Strategy and a member of TT’s Ideas Factory. Before joining TT in 2013, he was in the Asian Equity Team at Manulife Asset Management. Marco graduated with a BBA from Wilfrid Laurier University and is also a CFA Charterholder. 

Insights

Yan Li, Healthcare Analyst

Yan Li

Healthcare Analyst
Yan Li, Healthcare Analyst

Yan Li

Healthcare Analyst

Yan Li is a Research Analyst providing healthcare sector coverage for our European and Active International portfolios.  Before joining TT in 2018, Yan was a Pharmaceutical Equity Research Analyst at Citigroup under experienced mentor, Andrew Baum.  He obtained a 1st   class degree in Chemical Engineering from Cambridge University, before qualifying as an ACA at PricewaterhouseCoopers in London.

Michael Lynam, Business Development, North America

Michael Lynam

Business Development, North America
Michael Lynam, Business Development, North America

Michael Lynam

Business Development, North America

Based in our New York office, Michael is a Senior Vice President responsible for business development in North America.  Prior to joining TT International, Michael worked within the institutional team at Alger as Vice President, Institutional Sales & Service.  Before Alger, Michael was an Institutional Relationship Manager at Franklin Templeton, and began his career at Goldman Sachs Asset Management within Business Development Services.  Michael earned a Bachelor of Business Administration from Loyola University Maryland.

Eric Mackay, Chief Operating Officer

Eric Mackay

Chief Operating Officer
Eric Mackay, Chief Operating Officer

Eric Mackay

Chief Operating Officer

Eric is TT’s Chief Operating Officer. Prior to joining TT in 2013, Eric worked in a number of different roles at F&C Asset Management, most recently Chief Risk Officer.

Matthew Mason, Co-Head of Global Sales

Matthew Mason

Co-Head of Global Sales
Matthew Mason, Co-Head of Global Sales

Matthew Mason

Co-Head of Global Sales

Based in our Hong Kong office, Matthew is Co-Head of Global Sales. Before joining TT, Matt worked as a Director at Wellington Management Company in Boston, Sydney and Hong Kong. He holds a Finance & Accounting Diploma from Harvard University and a BComm from Deakin University.

Diego Mauro, EM Internet Analyst

Diego Mauro

EM Internet Analyst
Diego Mauro, EM Internet Analyst

Diego Mauro

EM Internet Analyst

Diego Mauro is an EM Internet Analyst. Before joining TT in 2020, Diego was a Portfolio Manager/Analyst at Hermes, covering the Tech and Financials sectors across EM. More recently, Diego has been based in Argentina at Fundamenta Investments, a Latin American hedge fund. Diego obtained a Masters in Finance from the Universidad Torcuato Di Tella. He is also a Certified Public Accountant and CFA Charterholder. 

Jack Miller, Co-Portfolio Manager, TT Mid-Cap Europe L/S Strategy

Jack Miller

Co-Portfolio Manager, TT Mid-Cap Europe L/S Strategy
Jack Miller, Co-Portfolio Manager, TT Mid-Cap Europe L/S Strategy

Jack Miller

Co-Portfolio Manager, TT Mid-Cap Europe L/S Strategy

Jack Miller is Co-Portfolio Manager of the TT Mid-Cap Europe Long/Short Strategy. Prior to joining TT in 2011, he was an FX Trader at City Index. Jack graduated from the University of Nottingham with a BSc in Economics. 

Victoria Monk, Relationship Manager, EMEA

Victoria Monk

Relationship Manager, EMEA
Victoria Monk, Relationship Manager, EMEA

Victoria Monk

Relationship Manager, EMEA

Victoria is a Relationship Manager in the EMEA region. Prior to joining TT in 2020, Victoria worked at Portland Hill Capital, a fundamental European long/short equity manager. Before that she spent ten years at Waverton Investment Management, where she was primarily responsible for client relationships and business development for their long-only equity investment strategies. Victoria achieved a BA in Economics from Newcastle University. 

Niall Paul, Head of International and Emerging Markets Equities

Niall Paul

Head of International and Emerging Markets Equities
Niall Paul, Head of International and Emerging Markets Equities

Niall Paul

Head of International and Emerging Markets Equities

Citywire Euro Stars Top Manager

Niall is Lead Portfolio Manager and Head of TT’s International and Global Emerging Markets Equity strategies. Before joining TT in 2010, Niall spent ten years with Aviva Investors, where he was most recently CIO of Equities, having been previously Head of Emerging Markets and Asia. Niall, who began investing in Emerging Markets in 1994, graduated from the University of Liverpool with an honours degree in Civil Engineering. 

Insights

Andy Raikes, Portfolio Manager, TT UK Equity Strategy

Andy Raikes

Portfolio Manager, TT UK Equity Strategy
Andy Raikes, Portfolio Manager, TT UK Equity Strategy

Andy Raikes

Portfolio Manager, TT UK Equity Strategy

Andy is Portfolio Manager of our UK Equity Strategy. He is also a member of TT’s Ideas Factory, focussing on the Pan-European Consumer and Leisure sectors. He joined TT in 2002 from Deutsche Asset Management where he was a Director and Head of the Global Retail and Leisure Team. Andy graduated from the University of Oxford with a BA and MEng.

Insights

Ben Ridley, Portfolio Manager, TT Global Equity Strategy

Ben Ridley

Portfolio Manager, TT Global Equity Strategy
Ben Ridley, Portfolio Manager, TT Global Equity Strategy

Ben Ridley

Portfolio Manager, TT Global Equity Strategy

Ben is a Portfolio Manager of our Global Equity Strategy and a member of our Ideas Factory. He has over 20 years’ experience as an Equity Fund Manager, and has worked with Bernie Huepfl since 2001. Prior to joining TT in 2014, Ben managed long-short money at Meditor Capital Management. Before that, he ran global concentrated equity mandates at Morgan Stanley Private Wealth Management. Ben also spent three years as a Fund Manager at M&G on the Global Equity Team. He holds an MA from Edinburgh University.

Insights

Duncan Robertson, Portfolio Manager, TT Asia Equity Strategy

Duncan Robertson

Portfolio Manager, TT Asia Equity Strategy
Duncan Robertson, Portfolio Manager, TT Asia Equity Strategy

Duncan Robertson

Portfolio Manager, TT Asia Equity Strategy

Citywire Euro Stars Top Manager

Duncan is Portfolio Manager of our Asian Equity Strategy. He is also a member of our Ideas Factory, focussing on the Pan-Asian Financials sector. Before joining TT in 2014, Duncan was a Senior Portfolio Manager of the Global Emerging Markets Fund at USS Investment Management. He graduated from the University of Bristol with a BSC in Economics and Finance. Duncan is also a CFA Charterholder. 

Insights

Charlotte Roden, Business Development, TT Mid-Cap Europe Long/Short Strategy

Charlotte Roden

Business Development, TT Mid-Cap Europe Long/Short Strategy
Charlotte Roden, Business Development, TT Mid-Cap Europe Long/Short Strategy

Charlotte Roden

Business Development, TT Mid-Cap Europe Long/Short Strategy

Chartlotte is responsible for business development for the TT Mid-Cap Europe Long/Short Strategy. Prior to joining TT, Charlotte worked at Mediobanca where she was Head of Equity Sales. Prior to joining Mediobanca, Charlotte worked for Unicredit Bank where she was Head of Emerging European Equity Sales. Charlotte has over 20 years' experience in equity sales, including roles at UBS, Dresdner Kleinwort Benson and ABN Amro.  She received a BSc in Mathematics from Bristol University.

Dean Smith, Portfolio Manager, TT European Equity Strategies

Dean Smith

Portfolio Manager, TT European Equity Strategies
Dean Smith, Portfolio Manager, TT European Equity Strategies

Dean Smith

Portfolio Manager, TT European Equity Strategies

Dean is Portfolio Manager of our European Equity Strategies and our European Opportunities Long/Short Strateg. He is also a member of our Ideas Factory, focussing on the Pan-European Telecoms and Technology sectors. Dean has over 25 years' experience of managing European equity portfolios. Before joining TT in 1998, Dean worked at LGT Asset Management as a Portfolio Manager. He received a BA from Kingston University, together with a postgraduate qualification from the Institute of Investment Management and Research.

Insights

Molly Sodeinde, Consultant Relations

Molly Sodeinde

Consultant Relations
Molly Sodeinde, Consultant Relations

Molly Sodeinde

Consultant Relations

Molly is responsible for consultant relations. Prior to joining TT in 2011, she was a Client Relationship Manager at Barclays Capital. Molly graduated with a BSc in Money, Banking and Finance from the University of Birmingham. 

Chris Stoate, Head of Risk

Chris Stoate

Head of Risk
Chris Stoate, Head of Risk

Chris Stoate

Head of Risk

Chris is TT’s Head of Risk. He joined TT in 2011 after graduating from the University of Bournemouth with a BA in Finance and Business. 

Harry Thomas, Senior Emerging Markets Analyst

Harry Thomas

Senior Emerging Markets Analyst
Harry Thomas, Senior Emerging Markets Analyst

Harry Thomas

Senior Emerging Markets Analyst

Harry is a Senior Emerging Markets Analyst and member of TT’s Ideas Factory. Prior to joining TT in 2012, he worked at UBS in Emerging EMEA Equity Sales. Harry graduated from the University of Oxford with a BA in Philosophy, Politics and Economics. 

Insights

Daniel Whitfield, Analyst, TT Mid-Cap Europe Long/Short Strategy

Daniel Whitfield

Analyst, TT Mid-Cap Europe Long/Short Strategy
Daniel Whitfield, Analyst, TT Mid-Cap Europe Long/Short Strategy

Daniel Whitfield

Analyst, TT Mid-Cap Europe Long/Short Strategy

Daniel is an Analyst for the TT Mid-Cap Europe Long/Short Strategy. Prior to joining TT, Daniel worked at Jefferies International where he was a salesperson for European Equities. Daniel received a BSc in Economics from Exeter University.

David Woolfenden, Head of EMEA Sales

David Woolfenden

Head of EMEA Sales
David Woolfenden, Head of EMEA Sales

David Woolfenden

Head of EMEA Sales

Based in our London office, David is responsible for business development in EMEA. He joined TT in 2007 after graduating from the University of Manchester with a BA in Politics and Modern History and achieving an MA from the School of Oriental and African Studies.

Basak Yeltekin, Head of ESG

Basak Yeltekin

Head of ESG
Basak Yeltekin, Head of ESG

Basak Yeltekin

Head of ESG

Basak is Head of ESG at TT. Working alongside the Investment, Risk and Marketing teams, she helps to integrate ESG across our long-only products. Before joining TT in 2020, Basak spent six years at Norges Bank Investment Management, where she collaborated closely with the Investment teams and senior management to integrate ESG into their investment process.  Prior to Norges, she was a Portfolio Manager on Harvard University’s endowment fund, investing in Emerging Markets in a long/short equity strategy. Basak graduated cum laude with an A.B in Economics from Princeton University. She also has an MSc in Management and Regulation of Risk from London School of Economics.

Hideyuki Omokawa, Executive Officer, Sumitomo Mitsui Financial Group, Inc.

Hideyuki Omokawa

Executive Officer, Sumitomo Mitsui Financial Group, Inc.
Hideyuki Omokawa, Executive Officer, Sumitomo Mitsui Financial Group, Inc.

Hideyuki Omokawa

Executive Officer, Sumitomo Mitsui Financial Group, Inc.

Hideyuki Omokawa is a director of SMBC Asset Management Services (UK) Limited, the parent company of TT International Asset Management Ltd and an executive officer of Sumitomo Mitsui Financial Group, Inc., the parent company of SMBC Asset Management Services (UK) Limited.

Kathy Zhang, China Technology Analyst

Kathy Zhang

China Technology Analyst
Kathy Zhang, China Technology Analyst

Kathy Zhang

China Technology Analyst

Kathy is a China Technology Analyst and member of our Ideas Factory. Prior to joining TT in 2020, she worked as a Chinese Equities Analyst at Value Partners in Hong Kong. Before that, she was an Equity Analyst at Credit Suisse. Kathy graduated from Hong Kong University of Science and Technology with a BBA in Accounting and Finance.