George Kurian,  Cfa

George Kurian, Cfa Email and Phone Number

Portfolio Manager @ Oracle Investment Management
Sydney, NSW, AU
George Kurian, Cfa's Location
Greater Sydney Area, Australia
George Kurian, Cfa's Contact Details

George Kurian, Cfa work email

George Kurian, Cfa personal email

About George Kurian, Cfa

Experienced fund manager with attractive investment track records globally and in Australia.Please see industry and media awards below: Lonsec finalist for the ‘Fund Manager of the Year’ Award in 2019 along with Magellan and Colonial,George’s fund achieved more than double the benchmark returns (2.6x in local currency) over the last three and quarter years of his tenure,This fund was also ranked #1 in Australia and #2 globally (against about 420 funds) over a four year period between London and Rio Olympics, by UK based CityWire,Ranked among top three funds in Australia over three years to June 2016 in its category, by Money Magazine,World’s best performing fund in its category for Australian investors in 2014 (source: Bloomberg),Positive returns in the 2008-2009 GFC period covering global TMT sector from the United States,Instructor at the MOI Global, Asian Investing Summit 2018,A track record of helping and mentoring the career development of several investment professionals,In the spirit of a multi-disciplinary alpha quest in the global stock markets, George has penned more than thirty essays detailing the investment philosophy, global investment travel and market experiences. Please see the Linkedin articles section.

George Kurian, Cfa's Current Company Details
Oracle Investment Management

Oracle Investment Management

View
Portfolio Manager
Sydney, NSW, AU
Website:
oracleim.com.au
Employees:
4
George Kurian, Cfa Work Experience Details
  • Oracle Investment Management
    Portfolio Manager
    Oracle Investment Management
    Sydney, Nsw, Au
  • Oracle Investment Management
    Portfolio Manager
    Oracle Investment Management Jan 2023 - Present
    Greater Sydney Area
    Oracle Investment Management manages a multi-billion investment portfolio in Australian and Global stocks, Fixed Income, and in multi-asset.In the first half of 2024, the portfolio returned 53.8% more than the benchmark after all the fees. Information ratio (gross) of 0.84.In 2023, the portfolio returned 16.6% more than the benchmark on gross basis, and 126 bps above the benchmark on net basis. Information ratio (gross) of 0.64.Fund is also ahead of the majority of Morningstar’s Gold Medalist funds in the category over the 18 months to 30th June 2024.
  • Clearbridge Investments (Formerly Rare Infrastructure)
    Portfolio Manager & Senior Investment Analyst
    Clearbridge Investments (Formerly Rare Infrastructure) Aug 2010 - Apr 2019
    Sydney, Australia
    1) Latin America: PM experience across Latam markets such as Brazil, Mexico and Chile. Participated in the Brazilian Bull in early 2016, when the large Brazilian portfolio returned 82.5% that year in a low risk way (Theory of Reflexivity). Apart from being the Portfolio Manager, also directly covered key Latin American markets like Brazil and Mexico. 2) Asia: As a PM, expertise in Asian, Middle East, and Eastern European Emerging Markets. Directly covered Asian markets such as India and in Middle East, and several in South East Asia like Malaysia, Indonesia, Thailand and Philippines.3) US/Europe: As a senior investment analyst, covered Communication infrastructure sector in US and Europe. Communication Infra include sectors such as Wireless Towers, TV Towers, Satellites, Undersea Cables, Fiber infrastructures. The three US tower stocks doubled and were about $1bn Investment.4) Good ‘hit rate’ as the primary analyst with eight stocks doubling (3 in US and 5 in non-US markets) and only two losses (thankfully) over five years. Please see the LinkedIn articles ‘7 1/2 doubles’ and ‘The Eighth double’ for details.Others:a) Successful Prediction of AUDUSD decline both in 2014 and in 2013.b) Accurately predicted the beginning of the last big RBA rate cycle (in 2011) based on market signals.
  • Tradition Capital Management (Us)
    Vp & Investment Analyst
    Tradition Capital Management (Us) Oct 2007 - Nov 2009
    Summit, New Jersey, Usa
    As the sole analyst covering the Tech & Telecom sector, generated investment ideas to beat both the tech benchmark and S&P 500 over both 2008 & 2009 and generated a positive return over that bear market period. The tech portfolio was about 20% of the total $600M portfolio. The scorecard at Tradition:2009: 57.7%2008: -33%Key calls made on media (Reuters, Financial Times, Marketwatch etc):1) Bullish call on Apple as it went below $100 (late 2008).2) Google's strong growth prospects (2009).3) Impact of Yahoo-Microsoft search deal (2009).4) Difficult market for Microsoft's Zune (2009).See the link below for details:http://www.google.co.uk/search?q=george+kurian+%2B+tradition+capital&ie=utf-8&oe=utf-8&aq=t&rls=org.mozilla:en-US:official&client=firefox-a
  • Citi (Nyc)
    Investment Analyst
    Citi (Nyc) Jun 2006 - Aug 2006
    New York City, Usa
    Biotech investment analysis at Citigroup Investment Research.PostScript: Even though I have no formal academic background in Biotech/Medical devices, some of my best ideas (including the investment idea that was voted by an NYC hedge fund as one of the five best in US) have come from this sector. Just a small encouragement to all investors who shun this sector due to its perceived difficulty.
  • Friends Provident (Uk) / Practiv
    Consultant
    Friends Provident (Uk) / Practiv Mar 2005 - Aug 2005
    Salisbury, Uk
    Consulting at Friends provident on wealth management products. An effort at Fund raising prior to enrolling for Duke MBA in US.
  • Aviva (Uk)
    Analyst
    Aviva (Uk) Aug 2001 - Dec 2004
    Norwich, Uk
    Wealth management and insurance products.Norwich is also where my first public investment fundraising effort was done, to capture the 2003-04 bull market.

George Kurian, Cfa Skills

Investment Management Investments Equities Portfolio Management Investment Strategies Wealth Management Valuation Financial Modeling Hedge Funds Asset Management Emerging Markets Finance Capital Markets Equity Valuation

George Kurian, Cfa Education Details

Frequently Asked Questions about George Kurian, Cfa

What company does George Kurian, Cfa work for?

George Kurian, Cfa works for Oracle Investment Management

What is George Kurian, Cfa's role at the current company?

George Kurian, Cfa's current role is Portfolio Manager.

What is George Kurian, Cfa's email address?

George Kurian, Cfa's email address is ge****@****ail.com

What schools did George Kurian, Cfa attend?

George Kurian, Cfa attended Cfa Institute, Duke University - The Fuqua School Of Business.

What skills is George Kurian, Cfa known for?

George Kurian, Cfa has skills like Investment Management, Investments, Equities, Portfolio Management, Investment Strategies, Wealth Management, Valuation, Financial Modeling, Hedge Funds, Asset Management, Emerging Markets, Finance.

Who are George Kurian, Cfa's colleagues?

George Kurian, Cfa's colleagues are Johan Snyman, Luke Durbin, Jack Magann, Amelia Newton.

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