David Lis
Chairman at WINDAR PHOTONICS PLC
Net worth: 2 M $ as of 2024-03-30
Profile
David George Lis is the founder of Windsor Investment Management LLC.
He currently holds the position of Chairman at Windar Photonics Plc and Wild Life Group Ltd.
Additionally, he serves as a Senior Independent Non-Executive Director at Melrose Industries Plc, Hostmore Plc, and TGI Fridays Plc.
In his former roles, Mr. Lis served as a Senior Independent Non-Executive Director at Unbound Group Plc from 2016 to 2021.
He also held the position of Director at Friends Life Investments Ltd.
Furthermore, he served as an Independent Non-Executive Director at BCA Marketplace Ltd.
from 2016 to 2019.
Mr. Lis was a Director at The Investor Forum CIC from 2014 to 2018.
He also held positions at Friends Life Funds Ltd., The Multifamily Housing REIT Plc, and Multifamily Asset 1 Ltd.
Prior to these roles, Mr. Lis worked at Aviva Investors Global Services Ltd.
from 1997 to 2016, where he held the position of Head of UK Equities from 2004 to 2014.
He also worked as a Fund Manager at J.
Rothschild Investment Management Ltd.
and Morgan Grenfell Group Plc.
Additionally, he held the position of Chief Investment Officer-Equities & Multi Assets at Aviva Investors London Ltd.
and Head of Investor Relations at Ludgate Communications Ltd.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
MELROSE INDUSTRIES PLC
0.01% | 2023-12-30 | 117,950 ( 0.01% ) | 1 M $ | 2024-03-30 |
WINDAR PHOTONICS PLC
2.66% | 2024-04-17 | 1,826,071 ( 2.66% ) | 761 234 $ | 2024-03-30 |
HOSTMORE PLC
0.69% | 2023-05-01 | 871,608 ( 0.69% ) | 192 686 $ | 2024-03-30 |
David Lis active positions
| Companies | Position | Start |
|---|---|---|
| MELROSE INDUSTRIES PLC | Director/Board Member | 2016-05-11 |
| HOSTMORE PLC | Director/Board Member | 2021-08-17 |
| WINDAR PHOTONICS PLC | Chairman | 2023-10-05 |
Wild Life Group Ltd.
 Wild Life Group Ltd. Other Consumer ServicesConsumer Services Wild Life Group Ltd. engages in the botanical and zoological gardens and nature reserves activities. It also offers amusement parks and theme parks. The company was founded on March 11, 2008 and is headquartered in Branton, the United Kingdom. | Chairman | - |
Former positions of David Lis
| Companies | Position | End |
|---|---|---|
| UNBOUND GROUP PLC | Director/Board Member | 2021-10-31 |
| BCA MARKETPLACE PLC | Director/Board Member | 2019-06-10 |
The Multifamily Housing REIT Plc
 The Multifamily Housing REIT Plc Real Estate Investment TrustsFinance The Multifamily Housing REIT Plc engaged in investing in a portfolio of existed built residential units and commercial properties for rent. The company was founded on May 25, 2018 and was headquartered in Exeter, the United Kingdom. | Director/Board Member | 2019-01-15 |
| Multifamily Asset 1 Ltd. | Director/Board Member | 2019-01-15 |
The Investor Forum CIC
 The Investor Forum CIC Miscellaneous Commercial ServicesCommercial Services The Investor Forum CIC is a community interest company set up by institutional investors in UK equities. It is engaged in investment decision-making, and works with investors to collectively escalate material issues with the Boards of UK-listed companies. The company focuses on three key activities which are Collective Engagements, Facilitate Dialogue, and Stewardship 360 Events. The Investor Forum CIC was founded in 2014 and is headquartered in London, Greater London. | Director/Board Member | 2018-01-24 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 3 |
|---|---|
| MELROSE INDUSTRIES PLC | Electronic Technology |
| HOSTMORE PLC | Consumer Services |
| WINDAR PHOTONICS PLC | Electronic Technology |
| Private companies | 14 |
|---|---|
Unbound Group Plc
 Unbound Group Plc Investment ManagersFinance Unbound Group Plc is a private equity investment trust, which objective is to follow a realization strategy which aims to crystallize value for shareholders, through balancing the timing of returning cash to shareholders with maximization of value. It operates through the following geographical segments: United Kingdom; Continental Europe; US; and elsewhere. The firm's portfolio includes buyouts and co-investments; secondaries; debt; and fund investments. The company was founded on July 15, 1935 and is headquartered in London, the United Kingdom. | Finance |
Aviva Investors Global Services Ltd.
 Aviva Investors Global Services Ltd. Investment ManagersFinance Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors. | Finance |
| J. Rothschild Investment Management Ltd. | Finance |
Windsor Investment Management LLC
 Windsor Investment Management LLC Investment ManagersFinance Windsor Investment Management LLC is a registered investment advisor located in New York City. | Finance |
Aviva Investors London Ltd.
 Aviva Investors London Ltd. Investment ManagersFinance Aviva Investors London Ltd. is an investment advisory company founded in 1987. The British company provides investment advice from its base in London, UK. | Finance |
| Morgan Grenfell Group Plc | |
Ludgate Communications Ltd.
 Ludgate Communications Ltd. Miscellaneous Commercial ServicesCommercial Services Ludgate Communications Ltd. provided financial services. The company was headquartered in London, the United Kingdom. | Commercial Services |
Friends Life Investments Ltd.
 Friends Life Investments Ltd. Investment ManagersFinance Friends Life Investments Ltd. is an investment advisor headquartered in London. The firm is a subsidiary of Friends Life Holdings PLC, ultimately held by Aviva PLC (LSE: AV.) in UK. It was founded in 2012 and provides asset management services on fixed income assets for Friends Life Group businesses. | Finance |
The Investor Forum CIC
The Investor Forum CIC Miscellaneous Commercial ServicesCommercial Services The Investor Forum CIC is a community interest company set up by institutional investors in UK equities. It is engaged in investment decision-making, and works with investors to collectively escalate material issues with the Boards of UK-listed companies. The company focuses on three key activities which are Collective Engagements, Facilitate Dialogue, and Stewardship 360 Events. The Investor Forum CIC was founded in 2014 and is headquartered in London, Greater London. | Commercial Services |
Friends Life Funds Ltd.
 Friends Life Funds Ltd. Investment ManagersFinance Friends Life Funds Ltd. provides fund management services. The company is based in London, UK. | Finance |
The Multifamily Housing REIT Plc
The Multifamily Housing REIT Plc Real Estate Investment TrustsFinance The Multifamily Housing REIT Plc engaged in investing in a portfolio of existed built residential units and commercial properties for rent. The company was founded on May 25, 2018 and was headquartered in Exeter, the United Kingdom. | Finance |
Wild Life Group Ltd.
Wild Life Group Ltd. Other Consumer ServicesConsumer Services Wild Life Group Ltd. engages in the botanical and zoological gardens and nature reserves activities. It also offers amusement parks and theme parks. The company was founded on March 11, 2008 and is headquartered in Branton, the United Kingdom. | Consumer Services |
| Multifamily Asset 1 Ltd. | |
BCA Marketplace Ltd.
 BCA Marketplace Ltd. Specialty StoresRetail Trade BCA Marketplace Ltd. engages in the management and operation of used-vehicle marketplace and provision of automotive digital solutions. It operates through the following segments: Vehicle Remarketing, Vehicle Buying, and Automotive Services. The Vehicle Remarketing segment facilitates the change in ownership of vehicles through physical and digital auctions. The Vehicle Buying segment buys vehicles from consumers and sells these through the Vehicle Remarketing divisions. The Automotive Services segment offers new vehicles pre-delivery inspections, option fitment, customs management, and delivery. It also provides management, demonstration, and refurbishment for fleet vehicles; vehicle inspections; and movements through both bulk moves and single vehicle moves. The company was founded on April 30, 2014 and is headquartered in Bedford, the United Kingdom. | Retail Trade |
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