Global Equity Analyst
CurrentI am part of the investment committee that oversees the firm's offshore mandates, including the management of the ClucasGray Global and Global Flexible Fund. My role further expands into covering global stocks, primarily consumer cyclicals, non-banking financials, and technology. The cornerstone of the valuation approach involves free cash flow modelling. I also manage and maintain the firm's global model portfolio, which portfolio managers use to manage private client portfolios. A large part… Show more I am part of the investment committee that oversees the firm's offshore mandates, including the management of the ClucasGray Global and Global Flexible Fund. My role further expands into covering global stocks, primarily consumer cyclicals, non-banking financials, and technology. The cornerstone of the valuation approach involves free cash flow modelling. I also manage and maintain the firm's global model portfolio, which portfolio managers use to manage private client portfolios. A large part of my work entails presentations to the investment committee and portfolio managers. Show less