Madrid, Community of Madrid, Spain
Portfolio Manager Global Emerging Markets / co Manager EDGEM (low vol GEM). Contrarian and fundamental investment philosophy, in line with SLI's "Focus on change". Sectorial perspective.
Portfolio Manager Global Emerging Markets. Enhanced GEM investment process: standardization of selection criteria, bet concentration and risk management. Ultimate goal of contrarian / concentrated / absolute return GEM. Sectorial GEM perspective. Final decision always bottom up. AuM $2.5bn.
Fund Manager Long/Short Global Emerging Markets. Concentrated portfolio and strict stop loss policy. Sectorial approach to investments. Screen out for contrarian, best in class across Asia, EMEA & Latam. Final decision always bottom up. Took over and changed strategy to reduce vol (Global Financial Crisis -11% vs market -55%). Typical book 1/3 market neutral, 1/3 hedged via structural derivatives strategies, 1/3 longer term investments and few special situations.