Few fund manager changes have created as big of a stir in recent year as the news that five of Allianz Global Investors’ 12-strong equity growth team were jumping ship in October of last year. The quintet – Thorsten Winkelmann, Marcus Morris-Eyton, Robert Hoffman, Nicolas Goncalves and Darina Valkova – resurfaced at AllianceBernstein in January 2024.
But what spurred the move in the first place? Why did the five fund managers choose a Nashville-headquartered investment house as their new home and what will success at the new shop look like? Chris Sloley was joined by Marcus Morris-Eyton in London, while Thorsten Winkelmann connected remotely from Frankfurt to answer these questions and more.