London, England, United Kingdom
I am a seasoned investment professional with over two decades of experience, bringing a proven track record of success in equity research, fund management, and advisory services. My expertise lies in leading comprehensive research initiatives, delivering strategic insights, and managing funds with a focus on achieving excellent returns. With a fundamental approach to investing, specialises in competitive analysis and financial modelling, employing methodologies such as EVA, DCF, ROIC-driven analysis, SOTP, discounted multiples, and global peer group comps. My proficiency extends to scenario analysis, involving full model builds for diverse corporate catalysts. ASIP and IMC qualifications. Multilingual in English, German and French.
Under my own business, I currently lead equity research for a prominent West Coast Family Office with a focus on technology investments. I conduct comprehensive analysis and valuation of US-listed Internet and Software as a Service (SaaS) stocks, providing strategic guidance on macroeconomic factors and coverage of 50 SaaS and Semiconductor stocks. Previous Clients/Projects include: • Led in-depth industry research for a distinguished UK-based independent outsourced sell-side equity research provider, delivering valuable insights and actionable recommendations • Managed Greek Equities Recovery Fund between Feb 2020 and Dec 2021, delivering excellent returns
I provided advisory services on the creation and launch of a Greek equities’ recovery fund product and supported the creation of marketing material (macro analysis, stock valuation, portfolio construction etc.).
I identified long and short equity investments at Hugh Hendry's global macro hedge fund; contributing insights and recommendations for global Energy, Financials, and Real Estate stocks. I also mentored and developed a student intern during their 8-week placement in the equity research team. Achievements include: • Delivered strong returns from recommended long and short investments: Oil Services short average return of +34% at stock level; Chinese Internet Long return of +16%; UK housebuilder long return of +24%; India Sensex long +35% return; Argentine Banks long return of +32%
I analysed large and midcap UK companies operating in Industrials, Consumer Staples, Consumer Discretionary, Real Estate & Support Services industries; as well as chairing meetings with investee companies’ executive management teams. Achievements include: • Short-listed for Brendan Wood Top Gun Analyst Award 2013 (Aerospace & Defence) • Managed two UK equity unit trusts with combined AuM of £250m • Delivered excellent returns from stock recommendations in designated sectors with +33% average return
I conducted analysis of small & mid cap equities for EUR1bn fund, focusing on Europe & UK. I conducted training in and led the adoption of a proprietary valuation model, a combination of DCF and EVA with returns faded to WACC by the end of the competitive advantage period. Achievements include: • +29% absolute return in 2004 (+10% rel b/mark)/+33% absolute return in 2005 (+9% rel b/mark)