Monogram Capital Management | Our Company. Our Story, Our Values, Philosophy & Team.
Capital Investment,in Black and White.
We simplify the complexity of fund management and capital investment for Professional Investors, so you can concentrate more on preserving and growing your clients’ wealth. Our experience, calm approach and dedication to not following investment fads mean we focus on stable, long-term investments for your client – that often outperform the market. Let’s move towards a better financial future for you and your client.
Plain-speaking
We speak plainly, and honestly and are committed to absolute transparency in everything we do in order to provide confidence in our investment solutions.
Determined
We move quickly while others flounder, quietly confident, steady, never hovering in the middle. Not following the herd. Determined and resolute. Ready to move wisely and to hold true for our clients.
Tactical
Our clients respect us for our knowledge, opinion and stability. We provide elegant investment solutions and use our investment strategies to be in the top quartile of Targeted Absolute Return Fund in the UK.
Move wisely,hold true.
While entirely separate entities, our two investment solutions help keep the other honest. One is backed by extensive human experience, the other algorithmic – each spotting trends and momentum the other may not. It helps us identify trends quickly and move accordingly.
Maximise-potentialwith minimal-volatility
We take an intuitive, human, innovative, empirical and evidence-based approach to investing and believe there are fundamental, identifiable, persistent, and exploitable sources of return; we believe that it is risk which impairs capital (peak-to-trough drawdown) and not volatility in its various forms.
Charles A.R. Gillams
Charles is the Chief Investment Officer and CEO of Monogram Capital Management. He has over forty years of experience in financial markets. His journey started with his Economics degree at the University of Cambridge, and his qualification as a Chartered Accountant with Touche, Ross & Co (now Deloitte); since then, he worked in London with BDO, with E.B. Savory Milln, and later, Swiss Bank Corporation. He then joined Howmac PLC as chief executive and held the same position at several listed companies (including URS International Inc and Turnpyke Group plc), both in the US and UK covering several sectors, conducting a buy to build strategy, concluding with what is now Source BioScience International. From 2000 to 2010 he was an elected representative in Gloucestershire, including serving as Lead Member for Finance and the Environment at the County Council. He has managed Monogram Capital Management Ltd (a Howmac investment) since 2018, Howmac having first invested in the business in 2012. Charles is a Chartered Accountant and is CISI certified.
Mark Lynam
Mark Lynam has been managing money since the 1980s. Having carved out a successful track record of investing both in the institutional and family office arenas Mark established icf management limited in 2005. icf acts as a private investment office advising families on asset allocation and manager & fund selection. ​ Michael Zacharia has more than 20 years of multi-asset portfolio management experience, with a specific focus on asset allocation, manager research and selection. He has designed, constructed and managed bespoke, risk managed portfolios for Ultra High Net Worth families, Private Clients, Charities, and University Endowments. ​ Andrew Hunt founded Andrew Hunt Economics Ltd in 2001, following a 13 year career within the Asset Management divisions of Dresdner Bank both in the UK and abroad. Through his company, Andrew advises icf as well as a number of large asset managers, hedge funds, family offices, commercial banks and government agencies on a variety of topics, but specialises in a flow of funds based approach to economic forecasting.
Alan Ewart
Alan Ewart is Monogram’s chairman. A graduate in Metallurgy, Alan spent 33 years with a private international metals group, Metallurg Inc. After joining in 1969, he held various commercial management positions in the UK subsidiary before becoming its managing director for 15 years. He moved to New York in 1998 as Group CEO of Metallurg Inc with production and mining operations in USA, UK, Brazil, South Africa, Turkey, Germany and Russia, and trading worldwide. He left at the end of 2002 and has since consulted and held various non-executive directorships with metals, minerals and chemicals organisations.
Milena Ivenova
Milena is a non-executive director of MCM. She started her career at Goldman Sachs in Asset Management and Private Wealth Management, where over ten years she worked across a broad range of disciplines including portfolio planning and strategy, fund selection, portfolio construction and client advisory. Milena then joined boutique Vestra Wealth as Partner, Head of Portfolio Composition and Head of the Product Approval Committee. Prior to founding Monogram, Milena was Managing Director at wealth management start-up Signia Wealth. She co-founded and developed the MonograM Momentum Model from 2014. She now works for Galilei Investment Office. She is an active charity trustee. Milena attended the European Business School, London on a full competitive scholarship and graduated in 1999. She is a CFA Charter holder and speaks five languages.
Professor Stephen Thomas
Stephen chairs the MonograM Momentum Model investment committee. He is an expert in systematic investing, with over 35 years of practical and academic investment experience. Stephen was a director of Bear Stearns Global Alpha Macro Hedge Fund, London, 2005-7. He also managed money at Firecrest Hambro, Hasley Investment Management and WM Capital. In 2011, he co-founded Solent Systematic Investment Strategies – a specialist quant investment advisor. Stephen is Dean of the MBA programme at Bayes Business School, London. Prior to this he was a Professor of Finance at the University of Wales, Swansea, and at Southampton University, and a Visiting Professor at the ICMA Cenre, University of Reading, and Queen’s University, Canada. He was awarded the Houblon-Norman Fellowship at the Bank of England (1990). Stephen has published widely in the areas of market microstructure, economics, and investment strategy. He has also co-authored the 13 editions of the Official Training Manual for the Investment Management Certificate for CFA UK.