Thomas Mathew

SVP & Head of Buyside Research - Kamco Invest | Portfolio Management | Equity & Fixed Income

Kuwait

About

★★ Bottom-up multi-sector stock picker with almost two decades of experience as equity strategist, and in portfolio management covering the GCC, US, European & Indian markets. ► Current gig involves recommending GCC equities and equity portfolio strategy to Kamco Invest's fund managers and discretionary portfolio managers. ► Managing a team of research analysts/sector specialists. ► The challenge of creating investable bottom-up GCC model portfolios that consistently outperform equity benchmarks for my clients are parts of my role I’m passionate about. ► Significant experience in multi-sector stock picking across fund management styles, position sizing, and growing AUMs from new institutional mandates ► Prior to this, I’ve been a member of top ranked equity research analyst teams in Institutional Investor rankings. Multiple times in my career, I’ve set up buy-side research desks and formulated proprietary equity valuation frameworks. ► Authored 750+ research outlook notes across equity, sector and thematic pieces. ★★ I’ve also gained experience in multi-asset strategy across real estate private equity and fixed income, but equities are my corporate calling for now! Besides equities, I’m passionate about sustainability, climate change and I’m an ardent follower of the NBA and the evolution of analytics in it.

Experience

  • Head of Buyside/Portfolio Management Research & Equity Strategy at Kamco Invest
    2015 - Present · 11 yrs 7 mos

    ► Leading Kamco Invest's portfolio management/buyside research and recommending GCC equities & equity strategy to fund managers and discretionary portfolio managers ► Create investable bottom-up model portfolios to outperform equity benchmarks ► Manage a team of equity analysts/sector specialists ► Lead firm’s sector-specific proprietary equity valuation framework

  • Global Multi-Asset Proprietary Investments at United Real Estate Company (URC)
    2013 - 2015 · 2 yrs

    ► Multi-asset investment strategy across equities, fixed income and income-generating RE

  • GCC RE Private Equity Strategy at Kuwait Financial Centre - Markaz
    2012 - 2013 · 1 yr

    ► RE asset allocation strategy for +USD 1 Bn fund and SWFs (sovereign wealth funds)

  • European Institutional Equities at Moody's Analytics Knowledge Services
    2009 - 2012 · 3 yrs

    ► Member of #1 ranked equity research team in Institutional Investor survey (2009-12) ► Equity coverage of European Energy, Utilities and Renewable Energies sector ► Recommend pair trades and providing thematic research to global buyside clients ► Organize roadshows for fund managers with specialist sales team

  • Equity Portfolio Management at Invest Gains
    2006 - 2009 · 3 yrs

    ► Equity portfolio management of Indian small and midcaps – AUM of +USD 50 Mn ► Set up buy-side research infrastructure and initiate coverage for portfolio stocks ► Professional trade management using proprietary position sizing strategies ► Marketed portfolio management capabilities for new mandates