About us
CEO & Founder
Steven Holden
Copley Fund Research was founded in 2014 by CEO Steven Holden. Copley provides leading independent research on equity fund positioning and performance. The research focuses on Global, Global Emerging Markets, Asia Ex-Japan, US, UK and China equity funds, covering over $3tr in assets across over 1500 active strategies. With over 18 years of experience in investment banking, Steven has a strategic focus on global markets. Beginning in London, he worked for Morgan Stanley as an options trader before spending 4 years at Citibank in London and Hong Kong as Executive Director in derivative sales. Both roles were specialized in global emerging markets.
Head of Sales & Business Development
Alex Alencar
Alex joined Copley Fund Research as Head of Sales and Business Development, based in London. With vast experience in institutional sales, emerging markets, capital markets, and business development, Alex brings deep relationships across the financial industry to grow our global footprint. Having moved to London 28 years ago to establish the brokerage arm of Brazilian investment bank Bozano Simonsen, Alex has since worked at major global banks including UBS, Goldman Sachs, and J.P. Morgan (in two separate periods). Throughout his career, he has played a key role in equity capital markets transactions—IPOs and secondary offerings—advising corporate executives and engaging institutional investors across the UK, Europe, the Middle East, and Asia.
Advisor
John Moorhead
John is the former Head of Global Emerging Markets at Maple-Brown Abbott. Prior to that, he spent 13 years at Pictet Asset Management in London, where he led a 20-person investment team as Head of Emerging Equities and managed both GEM and GEM High Dividend strategies. Earlier in his career, he was a metals and mining analyst at Macquarie in Sydney and London, and a small-cap mining analyst at ABN AMRO Morgans. He began his career as a mining engineer at BHP. John’s long-standing engagement with Copley’s research gives him deep insight into our methodology. Combined with his global investment experience, he is well placed to advise on content direction and business strategy, helping shape and enhance our future research.
