A fund selector for 24 years, Paul Hookway has been a senior fund analyst at Kleinwort Hambros since 2005. He also manages a number of the firm’s inhouse funds, and leads on income strategy.  

Over the last 12 months, he has been adding more funds focused on China, and is in the process of adding more real asset funds to the buy list. The Greencoat UK Wind fund was the most recent addition, while he cites the Gresham House Energy Storage fund as this year’s best investment call.  

The firm has three strategies focused purely on ESG, impact and sustainability, and is looking to increase its exposure across its range.  

His top investment theme of the next five years is the importance of real assets and alternatives which can perform in challenging market conditions.