ICM is the Investment Manager of Zeta. ICM is a Bermuda based global fund manager focused on identifying investments at valuations that may not reflect their intrinsic long term value. The investment style of ICM is to have a deep understanding of the business fundamentals of each investment and its environment versus its economic value. ICM’s approach is as long term investors.
ICM manages over US$2.3bn in funds directly, and is responsible indirectly for a further US$17.8bn of assets in subsidiary investments. The ICM Group extends to over 10 offices globally with over 20 specialist ICM staff members, and more than 60 staff in total.
ICM staff responsible for Zeta’s investments include:
Dugald Morrison has been involved with ICM and its predecessor companies since 1994 and is responsible for ICM NZ Limited, based in Wellington. Dugald is an experienced investment analyst, having worked in stockbroking, investment banking and investment management firms in New Zealand, the United Kingdom, and the United States since 1987. Dugald is focused on the Resources sector worldwide. Dugald is a director of RESIMAC Financial Services Limited, Brightwater Group Limited and Snapper Services Limited. Dugald graduated from Victoria University of Wellington in 1991 with BCA (Hons) and is a Member of the New Zealand Institute of Directors.
Duncan Saville founded the ICM Group and its predecessor companies, and has been employed by the Group since 1988. Duncan is a chartered accountant with experience in corporate finance and asset management. He is an experienced non-executive director having previously been a company director in multiple companies in the utility, investment, mining and technology sectors. Duncan is currently a Non-Executive Director of Resimac Group Limited and West Hamilton Holdings Limited. His Fellowships include the Institute of Chartered Accountants Australia and New Zealand, the Australian Institute of Company Directors and the Financial Services Institute of Australasia, and he is a Member of the Singapore Institute of Directors.
Alasdair Younie joined the ICM Group in 2010, is a Director of ICM Limited and is based in Bermuda. Alasdair has extensive experience in financial markets and corporate finance, and he is responsible for the day to day running of the Somers Group. Alasdair qualified as a chartered accountant with PricewaterhouseCoopers, and subsequently worked for six years in the corporate finance division of Arbuthnot Securities Limited in London. Alasdair is a Director of Ascendant Group Limited, Bermuda Commercial Bank Limited, Somers Limited, Bermuda First Investment Company Limited, One Communications Ltd and West Hamilton Holdings Limited. Alasdair graduated from Bristol University with a BSc in Economics and Economic History in 1998, and is a Member of the Institute of Chartered Accountants in England and Wales.
Eduardo Greca joined ICM in 2010 and is a Latam Investment Strategist, based in Colombia. Prior to relocating to Colombia in 2018, he was based in Brazil since 2012. Eduardo has over ten years of investment research experience, and prior to joining ICM, he worked for the commodities risk management team at Kraft Foods. Eduardo supports the ICM team on Latin American equity and fixed income investments, and he is responsible for the Stock Exchange sector worldwide with an emphasis on Emerging Markets. Eduardo obtained a Bachelor's degree in Economics at the Federal University of Parana in 2009, is a CFA Charterholder, and a Member of the CFA Society in Brazil.
Tristan Kingcott joined ICM in 2018 and is responsible for the Canadian office, based in Vancouver. Tristan has over eight years’ experience in financial and commercial analysis, and prior to joining ICM he has performed various roles, including Manager of Corporate Development at Ferus Inc., an oil & gas services company based in Western Canada. Tristan is focused on the resources, technology, and financial services sector, with an emphasis on North America. He holds a Bachelor of Commerce degree in Finance from the University of Alberta, Canada, and he is a CFA Charterholder.