Contract Research Analyst covering resource companies

Contract Research Analyst covering resource companies

Powerhouse Ventures Ltd (PVL.ASX) is a innovation tech focused investment company. The focus sectors are: engineering and clean-tech, information communication technology and digital; medical and healthcare, agritech and environmental.Powerhouse has an existing active portfolio and strong pipeline of early stage to mature businesses across its focus segments. It has developed a unique network and broad base of skillsets to help its portfolio businesses expand and commercialise.

Portfolio Manager at Capital H Management.

Contracting as an Investment Analyst on a retainer or ad-hoc project basis covering equities and broader asset class/investment research.

I privately manage my own capital under a two-tier portfolio construction process, with the portfolio comprising a core high conviction allocation and a trading orientated allocation. The core allocation is fundamentally driven with companies selected based on detailed due diligence, whilst the trading allocation uses a blend of fundamental and technical factors to identify trading opportunities (i.e. earnings reports, operating inflections, macro/commodity cycles and momentum/reversal trades).… Show more I privately manage my own capital under a two-tier portfolio construction process, with the portfolio comprising a core high conviction allocation and a trading orientated allocation. The core allocation is fundamentally driven with companies selected based on detailed due diligence, whilst the trading allocation uses a blend of fundamental and technical factors to identify trading opportunities (i.e. earnings reports, operating inflections, macro/commodity cycles and momentum/reversal trades). The aggregate portfolio consists of a maximum of 20 positions, with a bias towards small caps. The top 5 positions typically comprise 40% to 70%. The aim is to create a portfolio consisting of stocks driven by long-term and short-term catalysts, which aims to deliver attractive long-term absolute returns that are more consistent over shorter timeframes with lower levels of volatility. Show less

Paragon operates an all-cap long/short Australian equity fund, which is managed under a thematic driven, high conviction investment approach.As Investment Analyst, my role was to identify themes and assess which companies which stood to best capitalise on them. Stocks with no specific theme were also assessed if they represented a compelling investment proposition (i.e. deep value, niche product). My focus was predominately on industrial companies, however, my coverage extended to… Show more Paragon operates an all-cap long/short Australian equity fund, which is managed under a thematic driven, high conviction investment approach.As Investment Analyst, my role was to identify themes and assess which companies which stood to best capitalise on them. Stocks with no specific theme were also assessed if they represented a compelling investment proposition (i.e. deep value, niche product). My focus was predominately on industrial companies, however, my coverage extended to select resource sectors (mineral sands and uranium).Research included at a minimum a 2 page brief on a company as well as a detailed model covering forecasts on a 3 to 5 year horizon. A stock was assessed under 3 scenarios and multiple valuation metrics are used to determine target price ranges over the forecasted horizon. Supporting my research, I would look for any independent supporting information including reaching out to industry experts for differing views and opinions. Stocks with a brief and model would be pitched to the PM for inclusion into the portfolio.In addition to stock research, I also aided the portfolio manager in managing the fund, primarily through risk management meetings and trade execution. Show less

I wrote 45+ research reports per year covering Australian equity, global equity and alternative funds as part of the formal annual review cycles as well for ad hoc additions to the approved funds list. This involved meeting with fund managers (interstate and global travel), fund scoring and participating in the ratings investment committee. In addition, I wrote sector reports for multiple asset sub-sectors as part of these review cycles, which involved aggregating fund data and writing theme… Show more I wrote 45+ research reports per year covering Australian equity, global equity and alternative funds as part of the formal annual review cycles as well for ad hoc additions to the approved funds list. This involved meeting with fund managers (interstate and global travel), fund scoring and participating in the ratings investment committee. In addition, I wrote sector reports for multiple asset sub-sectors as part of these review cycles, which involved aggregating fund data and writing theme pieces. Show less

I conducted research and administration tasks such as economic research & analysis, broad asset class and investment performance reviews, investment due diligence, portfolio analysis, product/investment analysis, fund manager meetings. I produced reports and presentations for internal and client use, whilst I also periodically attended client meetings. I built and managed a range of internal portfolio auditing and management spreadsheets as well as utilising Morningstar Direct for single… Show more I conducted research and administration tasks such as economic research & analysis, broad asset class and investment performance reviews, investment due diligence, portfolio analysis, product/investment analysis, fund manager meetings. I produced reports and presentations for internal and client use, whilst I also periodically attended client meetings. I built and managed a range of internal portfolio auditing and management spreadsheets as well as utilising Morningstar Direct for single investment and portfolio performance analysis in addition to stochastic modelling. Show less