‘Everyone does their research – everyone’s got their quant screens – but what I think is interesting here is that, when generating investment ideas, we really cast the net incredibly wide,’ says Cordelia Bowdery.
By way of illustration, she touts Veritas’s ‘simple but intellectually interesting’ investment process – a process that seeks ‘the very best businesses, often exposed to disruptive structural growth trends that can consistently grow, irrespective of the economic environment’.
These include trends such as electronic and mobile payments, data storage and analytics, fraud protection and cyber.
The warm and engaging Bowdery’s career began in 2007 with Mayfair stockbrokers Killik & Co, before she spent seven years at Rothschild’s, where she gained a ‘bottom up’ knowledge of investment through working with the likes of James Morrell and Helen Watson. She was promoted to assistant director, before making the switch to Veritas earlier this year. She now runs some of the Covent Garden-based firm’s £2 billion in AuM for private clients, pensions, trusts and charities.
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A keen theatre-goer and regular on London’s pop-up food scene, the good-humoured Bowdery graduated from Oxford University with a bachelor’s degree in philosophy and theology.
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