Summary
30 years Global Equity experience with focus on Global TMT, Consumer and Health Care. Experience across Buy Side (Long only and Hedge Fund), Sell Side (Head of Research), and Industry (IT Services). Equities focused, thematic research, Fundamental bottom up. Special interest in growth, high cash generation. And Forensic accounting and spotting frauds: https://www.fnlondon.com/articles/meet-the-analyst-who-called-wirecard-a-zero-amid-a-sea-of-buy-ratings-20200701
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Global
Countries:
(generalist)
Sectors:
Information Technology, Consumer Discretionary
Content Verticals:
Equity Bottom-Up, Thematic (Sector/Industry)