Organization / Workplace

Location

Occupation

Industry

Finance / Banking / Insurance

About

Portfolio management with experience analyzing and selecting mutual funds first and then stocks. Advising several equity portfolios, both managed accounts and funds. Generated proprietary systematic equity model merging accounting scores and classical relative valuation tools in a comprehensive database management framework (Access and Excel). Refining constantly my investment process by reading investment managers' thesis: this keeps me updated about securities or industries offering the best opportunities. Accessing equity research providers (Morningstar, New Constructs, Valuentum) all rigorous sources based on financial statements, discounted cash flow model and competitive advantage a...