Fundsmith Expands Smithson Research Team

Fundsmith LLP (“Fundsmith”) is pleased to announce the expansion of its Smithson Investment Trust (“Smithson”) research capabilities with the appointment of Adam Gonzalez, CFA, as Research Analyst. 

Adam brings a strong background in small and mid-cap investing, and his appointment reflects Fundsmith’s continued commitment to deepening its research team capabilities and enhancing its ability to uncover small and mid-cap high-quality growth companies across global developed markets. He becomes part of the existing investment team of Simon Barnard (Portfolio Manager), Jonathan Imlah (Analyst), and Kurran Aujla (Analyst).

Adam joins from Great Lakes Advisors, where he was a Technology Equity Analyst on the U.S. Small/Mid-Cap team. Prior to that, he worked at Bank of America Merrill Lynch in Equity Research. Adam holds a Bachelor of Science in Finance and Economics from the NYU Stern School of Business and is a CFA charterholder.

Simon Barnard, Portfolio Manager of Smithson, said:

"With Adam’s appointment, we’re strengthening the Smithson investment team to four dedicated professionals — two based in the UK and two in the U.S. This expanded footprint enhances our ability to conduct in-depth research across regions and gives us greater coverage of the high-quality, global small and mid-cap companies that Smithson seeks to own."

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For further information please contact:
Charlotte Balbirnie
+44 (0)7989 528421 
CBalbirnie@keplercomms.com 

Caroline Villiers
+44 (0)7808 585184
CVilliers@keplercomms.com 

About Fundsmith
Fundsmith is focused on delivering superior investment performance at a reasonable cost. It was established to be different from its peers so as to achieve a different result in line with Sir John Templeton’s axiom that “If you want to have a better performance than the crowd, you must do things differently from the crowd.” The rigorous research process of Fundsmith is central to what we do. We apply exacting standards to potential investments to produce a portfolio of resilient, sustainable businesses with excellent performance. Minimising the costs we incur on behalf of our customers in implementing our strategy also sits at the heart of our philosophy.

Fundsmith was established in 2010 by Terry Smith. The business is owned and controlled by its partners, who have worked closely together over many years, and is headquartered in London with offices in Mauritius and Connecticut, USA. It is structured to survive Terry Smith’s demise and continue with the same investment philosophy. All partners of the firm have a significant co-investment in our Funds delivering a clear alignment of interest. Ancillary activities are outsourced to some of the world's leading providers in order to deliver high quality operations whilst allowing the Fundsmith team to focus on the investment analysis and portfolio management and customer care. 
www.fundsmith.com 

About Smithson Investment Trust 
Smithson Investment Trust focuses on long-term capital growth by investing in a concentrated portfolio of small and mid-cap high-quality, growth-oriented companies. The firm’s approach is based on thorough research and selecting businesses with strong competitive advantages and sustainable growth potential. Founded in 2018, Smithson is managed by Fundsmith LLP, the fund manager founded by Terry Smith. 
www.smithson.co.uk