Biography
Paul De Winter started working in the financial sector in 1983 as a credit analyst at what was then Private Kas Bank. Between 1986 and 1990 he worked first as an analyst and later as an asset manager for the Brussels stockbroking company Dewaay, before joining Delen Private Bank. He has been a member of the Board of Directors of both Bank J. Van Breda & Co and Finaxis since 1998. Together with Jacques Delen, Paul De Winter pioneered the successful strategy of cautious and discretionary asset management and patrimonial advice primarily to a private clientele in the early 1990s, thanks to which Delen & Co grew from a stockbroker into one of the largest independent bankers in Belgium. Today the Delen Investments group manages an asset portfolio worth over 30 billion euros. The group is trusted by over 25,000 clients, mostly in Belgium (€20 billion), and has offices in Antwerp, Brussels, Rumbeke, Ghent, Hasselt and Liege.
Many viewed November as a month when the rotation from growth to value took hold. James Godrich explains why he doesn’t feel this is relevant.
What a difference a week can make!
James Godrich, manager of the Coleman Street portfolios looks back at October.