This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Joshua Fenton
Director of Investments at The Helmsley Charitable Trust


Joshua Fenton is Director of Investments at the Helmsley Charitable Trust. He is part of the development and implementation of the overall investment strategy for the Trust and direct responsibility for monitoring current managers and identifying potential managers across all asset classes.

Prior to joining the Trust in 2012, Mr. Fenton was Director of Research and Trading at Breeden Capital Management, a $1 billion AUM activist hedge fund where he ran the investment team and served on the investment committee. Prior to that, he was Director of Global Research at Clay Finlay LLC where he managed the firm's global equity research team. Mr. Fenton came to Clay Finlay after ten years at Gabelli Asset Management where he served as Director of Research and was a founding Portfolio Manager of The Gabelli Global Gold & Natural Resources Income Trust, a closed-end fund investing in natural resource equities.

Mr. Fenton received an MBA from Columbia University School of Business and a BA in economics from Yale University. He has been an equity analyst and portfolio manager for over 20 years.

Agenda Sessions

  • LPs on asset allocation