1. Lead PM – Invesco (Trimark) Global Endeavour Fund($2B flagship global fund, PM since Oct'01, lead PM since Feb'07)2. Co-PM – Invesco (Trimark) Global Balanced Fund($1B fund, lead PM Sept’09 – June’13, co-PM since June'13)1. Top decile 19-year 𝗧𝗿𝗮𝗰𝗸 𝗥𝗲𝗰𝗼𝗿𝗱. Over my lifetime track record (10/1/2001 to 9/30/2020), Global Endeavour was 8th percentile (out of 117 funds), outperformed Morningstar Glb Equity category by 3.93% annually and MSCI World Index by 2.61% annually (fund returns are series F, net of fees). Performance was 14th percentile in Evestment universe over 19yrs (n=233). Generated long-term alpha in all major regions: Asia 1321% cumulative gross return over 18 yrs (Oct'01-Sept'19) vs. 164% for index (MSCI AC Asia), North America 1013% vs. 244% for S&P 500, Europe 208% vs. 132% for MSCI Europe. Fund was top quartile 99% of the time on a rolling ten-year basis and 69% on rolling five years.2. 𝗦𝗮𝗹𝗲𝘀/𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁. Twice got struggling funds in redemptions, improved performance, turned around flows, & grew into strong profitable franchises ($1B+ assets each). Organically grew glb fund AUM 15% CAGR over 19 yrs to #1 fee revenue fund at employer. Consider myself a problem solver not afraid of a challenge. Strong presentation skills; strengths are passion, authenticity, humour, & story-telling. I am a leader that believes in being a team player.3. 𝗥𝗶𝘀𝗸 𝗠𝗴𝗺𝘁. Combining in-depth fundamental analysis, careful stock picking, & prudent portfolio construction have delivered returns with strong risk awareness. My lifetime Sharpe & Sortino ratios are both top decile in Morningstar glb equity category; up & downcapture ratios were 109%/95% in Morningstar global equity and 116%/93% in eVestment universe (Oct '01 - Sept '20). One of the few PMs to have higher upcapture AND lower downcapture in BOTH retail & institutional universes, achieved over 19 yrs across various market conditions.

Responsibilities: used to spend a month working on a single idea, work culminated in writing in-depth research reports (50+ pages) followed by presenting recommendation to five PMs. Also have small experience with investment in high-yield fixed income. Sector coverage: financials, energy, industrials