Karl Sternberg
Chairman at THE MONKS INVESTMENT TRUST PLC
Net worth: 1 M $ as of 2024-03-30
Profile
Karl Stephen Sternberg was the founder of Oxford Investment Partners Ltd.
(founded in 2006) where he held the title of CEO, Executive Director & Investment Manager from 2012 to 2013.
He is currently the Chairman at The Monks Investment Trust Plc (since 2013), Non-Executive Chairman at Clipstone Industrial REIT Plc (since 2014), Independent Non-Executive Director at Jupiter Fund Management Plc (since 2016), Senior Independent Non-Executive Director at JPMorgan Elect Plc (since 2016), Independent Non-Executive Director at Herald Investment Trust Plc (since 2015), Director at Whitbread Pension Trustees, Non-Executive Director at Howard de Walden Estates Ltd., Senior Independent Non-Executive Director at JPMorgan Elect Managed Growth (since 2016), Director at JPMorgan Elect Managed Cash, Independent Director at JPMorgan Elect Managed Income (since 2016), Non-Executive Director at Island House Investments LLP (since 2012), and Member-Governing Body at Christ Church College.
He previously served as Chairman at JPMorgan Income & Growth Investment Trust Plc (from 2006 to 2016), Independent Non-Executive Director at Friends Life Group Ltd.
(from 2013 to 2015), Director at Railway Pension Investments Ltd.
(from 2014 to 2019), Senior Independent Non-Executive Director at Alliance Trust Plc (from 2015 to 2021), Independent Non-Executive Director at Lowland Investment Co. Plc (from 2009 to 2021), Independent Director at Friends Life FPG Ltd.
(in 2011), Director at Friends Life Holdings Plc (from 2010 to 2015), Chief Investment Officer at Deutsche Asset Management Ltd.
(from 1992 to 2005), Chief Investment Officer at DWS Group Services UK Ltd.
(from 1992 to 2004), and Investment Manager at Towers Watson Investment Management Ltd.
He graduated from Christ Church College.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-06-29 | 322,768 ( 0.25% ) | 684 998 $ | 2024-03-30 | |
| 2023-04-29 | 25,147 ( 0.01% ) | 364 685 $ | 2024-03-30 | |
| 2023-12-30 | 28,601 ( 0.01% ) | 31 993 $ | 2024-03-30 |
Karl Sternberg active positions
| Companies | Position | Start |
|---|---|---|
| THE MONKS INVESTMENT TRUST PLC | Chairman | 2020-08-31 |
| HERALD INVESTMENT TRUST PLC | Director/Board Member | 2015-04-20 |
| CLIPSTONE INDUSTRIAL REIT PLC | Chairman | - |
| JUPITER FUND MANAGEMENT PLC | Director/Board Member | 2016-07-21 |
| JPMORGAN ELECT PLC - MANAGED CASH | Director/Board Member | - |
| JPMORGAN FLEMING ELECT-MGD | Director/Board Member | 2016-11-30 |
| JPMORGAN ELECT PLC - MANAGED GROWTH | Director/Board Member | 2016-11-30 |
JPMorgan Elect Plc
 JPMorgan Elect Plc Finance/Rental/LeasingFinance JPMorgan Elect Plc is a closed-end investment company. It offers three investment choices: Managed Growth, Managed Income, and Managed Cash. The Managed Growth includes long term capital growth from investing in a range of investment trusts and open-ended funds. The Managed Income comprises growth of income with potential for a long term capital growth by investing primarily in UK equities. The Managed Cash invests primarily in GBP denominated short-term debt securities. The company was founded on September 16, 1999 and is headquartered in London, the United Kingdom. | Director/Board Member | 2016-12-15 |
| Christ Church College | Corporate Officer/Principal | - |
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Former positions of Karl Sternberg
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Training of Karl Sternberg
| Christ Church College | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| JUPITER FUND MANAGEMENT PLC | Miscellaneous |
| CLIPSTONE INDUSTRIAL REIT PLC | Finance |
| Private companies | 20 |
|---|---|
Friends Life Group Ltd.
 Friends Life Group Ltd. Life/Health InsuranceFinance Friends Life Group Ltd. focuses on providing financial security. Its business is made up of three divisions: Heritage, UK and International division. The Heritage division looking after customers with products which are no longer actively marketed for new business. The heritage division also includes Friends Life Investments, providing asset management services for Group businesses. The UK division, which provides core business lines of corporate benefits, retirement income and protection. The company was founded by Clive Cowdery on October 9, 2008 and is headquartered in St. Peter Port, the United Kingdom. | Finance |
Deutsche Asset Management Ltd.
 Deutsche Asset Management Ltd. Investment ManagersFinance Deutsche Asset Management Ltd. provides investment advisory services. The company is headquartered in London, the united Kingdom. | Finance |
Railway Pension Investments Ltd.
 Railway Pension Investments Ltd. Investment ManagersFinance Railway Pension Investments Ltd. (dba Railpen) is a pension fund management firm headquartered in London, UK. The firm was founded in 1980 and is a subsidiary of the Railway Pension Trustee Co. Ltd., which is owned by Railway Holdings Ltd. Railpen is solely responsible for the administration, safekeeping and investment of the Railways Pension Schemes’ assets on behalf of members who are connected to the railway industry. | Finance |
Alliance Trust Plc
 Alliance Trust Plc Investment Trusts/Mutual FundsMiscellaneous Alliance Trust Plc is a closed-end UK investment fund, which focuses on investment in global equities and fixed income. The company was founded in 1888 and is headquartered in Dundee, the United Kingdom. | Miscellaneous |
The Monks Investment Trust Plc
 The Monks Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous The Monks Investment Trust Plc which focuses on portfolio of global quoted entities. It seeks for long-term holdings and capital growth, which takes priority over income and dividends. The company was founded in 1929 and is headquartered in Edinburgh, the United Kingdom. | Miscellaneous |
JPMorgan Elect Plc
JPMorgan Elect Plc Finance/Rental/LeasingFinance JPMorgan Elect Plc is a closed-end investment company. It offers three investment choices: Managed Growth, Managed Income, and Managed Cash. The Managed Growth includes long term capital growth from investing in a range of investment trusts and open-ended funds. The Managed Income comprises growth of income with potential for a long term capital growth by investing primarily in UK equities. The Managed Cash invests primarily in GBP denominated short-term debt securities. The company was founded on September 16, 1999 and is headquartered in London, the United Kingdom. | Finance |
Lowland Investment Co. Plc
 Lowland Investment Co. Plc Investment Trusts/Mutual FundsMiscellaneous Lowland Investment Co. Plc. acts as a closed-end investment fund or trust. It gives shareholders capital and income over the medium to long term. It invests in UK companies of differing sizes coming from companies and the balance from large, small, and medium-sized companies. The company was founded on September 20, 1960 and is headquartered in London, the United Kingdom. | Miscellaneous |
Herald Investment Trust Plc
 Herald Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Herald Investment Trust Plc is a closed-end investment fund and investment trust. Its objective is to achieve capital appreciation through investments in smaller quoted companies, in the areas of technology, media and telecoms. The company was founded by Katie Potts in February 1994 and is headquartered in London, the United Kingdom. | Miscellaneous |
DWS Group Services UK Ltd.
 DWS Group Services UK Ltd. Regional BanksFinance Part of Deutsche Bank AG, DWS Group Services UK Ltd. is a private company that provides asset management services. The company is based in London, UK and was founded in 1985. | Finance |
JPMorgan Income & Growth Investment Trust Plc
 JPMorgan Income & Growth Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous JP Morgan Income & Growth Investment Trust Plc is a closed-end investment fund company. The company invests in a portfolio of equities, global equities and bonds. Its investment objective is to meet the final capital entitlement of the income shareholders, provide a regular quarterly income and capital growth for capital shareholders. JPMorgan Income & Growth Investment Trust was founded on October 20, 2006 and is headquartered in London, the United Kingdom. | Miscellaneous |
| Oxford Investment Partners Ltd. | Finance |
Friends Life FPG Ltd.
 Friends Life FPG Ltd. Investment ManagersFinance Friends Life FPG Ltd. is an insurance company, which engages in the provision of life and other risks insurance services. The company was founded on March 27, 2009 and is headquartered in Dorking, the United Kingdom. | Finance |
Friends Life Holdings Plc
 Friends Life Holdings Plc Life/Health InsuranceFinance Friends Life Holdings Plc provides life insurance services. The company was founded in 2009 and is headquartered in Dorking, the United Kingdom. | Finance |
Whitbread Pension Trustees
 Whitbread Pension Trustees Miscellaneous Commercial ServicesCommercial Services Part of Whitbread Plc, Whitbread Pension Trustees provides business support services. The private company is based in Dunstable, UK. | Commercial Services |
Howard de Walden Estates Ltd.
 Howard de Walden Estates Ltd. Real Estate DevelopmentFinance Howard de Walden Estates Ltd. provides real estate services. The company was founded in 1879 and is headquartered in London, the United Kingdom. | Finance |
JPMorgan Elect Managed Growth
 JPMorgan Elect Managed Growth Investment Trusts/Mutual FundsMiscellaneous JPMorgan Elect Managed Growth operates as a closed-end investment fund/investment trust. It aims for long-term capital growth from an internationally diversified portfolio invested in investment trusts and open ended funds. The company was founded on September 16, 1999 and is headquartered in London, the United Kingdom. | Miscellaneous |
JPMorgan Elect Managed Cash
 JPMorgan Elect Managed Cash Investment Trusts/Mutual FundsMiscellaneous JPMorgan Elect Managed Cash operates as a closed-end investment trust. Its investment objective is to achieve a return in excess of sterling money markets by investing in JPMorgan Funds–Sterling Managed Reserves Fund. The firm allows the preservation of capital with a yield based on short term interest rates by investing in a range of Sterling liquidity funds. It is designed to look after cash during a temporary move out of the markets from JPMorgan Elect Managed Growth and JPMorgan Elect Managed Income. The company is headquartered in London, the United Kingdom. | Miscellaneous |
JPMorgan Elect Managed Income
 JPMorgan Elect Managed Income Investment Trusts/Mutual FundsMiscellaneous JPMorgan Elect Managed Income operates as a closed-end investment fund/investment trust. Its investment objective is to growth of income with potential for long term capital growth by investing in equities, investment trusts and fixed income securities. The firm also allows investors to tailor their stock market investments to their changing circumstances. It invests in financials, telecommunications, health care and oil & gas sectors. The company was founded in 2000 and is headquartered in London, the United Kingdom. | Miscellaneous |
| Island House Investments LLP | |
Towers Watson Investment Management Ltd.
 Towers Watson Investment Management Ltd. Investment ManagersFinance Towers Watson Investment Management Ltd. (TWIM) is the wholly-owned investment management subsidiary of Towers Watson Investment Services, Inc., ultimately owned by Willis Towers Watson Plc (NASDAQ: WLTW) in Great Britain. Headquartered in London, TWIM was founded in 2005 and provides discretionary investment management services to private pooled-investment vehicles intended for sophisticated investors and institutional investors. | Finance |
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