Stephen Lee

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Finance

Profile

Mr. Stephen K.
Lee is Head of Credit Portfolio Focus at Aviva Investors Global Services Ltd. He joined Aviva Investors in August 2004 after working for twelve years at UBS Global Asset Management, where he was a Director in the fixed income department.
At UBS, he started as a Global Bond and Currency Manager, then covered Sterling Pound Cash and Treasury portfolios, before developing the GBP and then Global/Euro credit capability in London, working alongside offices in Chicago, Zurich and Sydney.
He started his career at Whittingdale Limited (now Alliance Capital), where for over six years, he was involved in the management of multi-currency short duration portfolios.
Mr. Lee holds a Master of Arts degree from Cambridge University and is an Associate Member of the Institute of Investment Management and Research.

Former positions of Stephen Lee

Companies	Position	End
Aviva Investors Global Services Ltd. Aviva Investors Global Services Ltd. Investment ManagersFinance AIGSL is an active, research-oriented manager which invests in all major asset classes including equity, fixed-income, real estate and cash. They also have expertise in SRI and alternative investments. The firm manages equity funds and fixed-income funds, following long-only and hedged strategies. They specialize in UK-related markets and share research globally throughout Aviva divisions. AIGSL employs a bottom-up investment process based on fundamental financial analysis and valuation and informed by top-down macro-economic research. They select stock by focusing on favorable industry sectors and utilize a dividend discount model. Determinant criteria include return on assets, price-to-book ratio and a low historical price-to-earnings ratio.	Head-Fixed Income Invts	31/10/2015

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Private companies	1
Aviva Investors Global Services Ltd. Aviva Investors Global Services Ltd. Investment ManagersFinance AIGSL is an active, research-oriented manager which invests in all major asset classes including equity, fixed-income, real estate and cash. They also have expertise in SRI and alternative investments. The firm manages equity funds and fixed-income funds, following long-only and hedged strategies. They specialize in UK-related markets and share research globally throughout Aviva divisions. AIGSL employs a bottom-up investment process based on fundamental financial analysis and valuation and informed by top-down macro-economic research. They select stock by focusing on favorable industry sectors and utilize a dividend discount model. Determinant criteria include return on assets, price-to-book ratio and a low historical price-to-earnings ratio.	Finance