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Courtney Westcarr, CFA

Portfolio Manager & Research Analyst
Courtney Westcar
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Courtney Westcarr is a portfolio manager and equity research analyst for the Martin Currie UK Equity team, focusing on UK small and mid-cap equities.

He joined the team in September 2021. Prior to joining the team, Courtney was a research analyst working on global equities at Cardale Asset Management.

Courtney has completed the CISI Derivatives Level 4 and the CISI PCIAM Level 6. He is a CFA Charter Holder.

Strategies

UK Equity Income

Objective
Income
Our advocacy for the power of compounding underpins our focus on generating a consistent dividend yield premium over the FTSE All Share index.

UK Mid Cap

Objective
Long-Term Growth
High conviction, bottom-up, active UK equity investors.

UK Smaller Companies

Objective
Long-Term Growth
Small cap equities are under researched relative to the broader market, uncovering market anomalies and great mispricing opportunity.

UK Rising Dividends

Objective
Long-Term Growth
Our process taps into the observed trend of dividend growth stocks outperforming the broader market over the long term.

UK Manager's Focus

Objective
Long-Term Growth
A showcase of our highest conviction ideas, the multi-sleeve approach is facilitated by leveraging expertise across the suite of core portfolios.

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