Luís Lobo Jordão, Cfa Email & Phone Number

Lisbon, Portugal

Lisbon Area, Portugal

PPR SGF Stoik and FPA SGF Reforma Stoik

Tallinn, Estonia

The Stoics taught that destructive emotions resulted from errors in judgment, and that a sage, or person of “moral and intellectual perfection”, would not suffer such emotionsFour cardinal virtues of Stoicism: Courage, Justice, Self-control & WisdomFocus on building and maintaining a sound investment process and be prepared for whatever the market throws your wayStoik Capital OÜ is dedicated to expand financial literacy and empower people to take their investment… Show more The Stoics taught that destructive emotions resulted from errors in judgment, and that a sage, or person of “moral and intellectual perfection”, would not suffer such emotionsFour cardinal virtues of Stoicism: Courage, Justice, Self-control & WisdomFocus on building and maintaining a sound investment process and be prepared for whatever the market throws your wayStoik Capital OÜ is dedicated to expand financial literacy and empower people to take their investment decisions in an informed way.www.stoikcapital.com Show less

London, United Kingdom

Portfolio Manager at AKJ RICC Ltd - Stoik Fund IC Sicav Plc - US Long/Short HF

Co-Creator of the fund Caixagest Ações Líderes Globais (first equity fund to reach 1bln AuM in Portugal) - Original Fund Marketing development to be easily understood by common investors and development of the systematic rules-based strategy that keeps outperforming discretionary managers with minimal activity Development of systematic equity selection strategies based on multifactor models and optimization. Able to build concentrated but diversified portfolios for developed and… Show more Co-Creator of the fund Caixagest Ações Líderes Globais (first equity fund to reach 1bln AuM in Portugal) - Original Fund Marketing development to be easily understood by common investors and development of the systematic rules-based strategy that keeps outperforming discretionary managers with minimal activity Development of systematic equity selection strategies based on multifactor models and optimization. Able to build concentrated but diversified portfolios for developed and emerging markets. The strategy incorporates dynamic factors based on top-down economic and financial cycle variables. The european portfolio outperformed the Eurostoxx50 by 34.4% (65.5% vs 31.2%) with a TE of 4.5% for an Information Ratio of 1.56 from Oct 2009 until Feb 2014.Implementation of the systematic strategy into an European Equity Market Neutral Portfolio from Jan 2011 beating the HFR Market Neutral index by 9.5% until Feb 2014 (+5% vs -4.5%). The portfolio is optimized to hold a maximum of 45 positions, maximum ex-ante risk of 4% and is beta and sector neutral. Financial Risk Analysis & Reporting for all the equity portfolios managed using Barra and Bloomberg risk systems. Monthly report detailing ex-ante and ex-post Tracking Error; Total Risk; Beta; Style, Country and Currency risk contribution; top individual contributors to risk; aggregate portfolio characteristics, etc.European Consumer, Technology and Telecommunications Sector Portfolio Management with consistently positive results.Asset Allocation:Development of asset allocation strategies based on scoring models of developed and emerging markets, including financial and macroeconomic variables.Participation in the monthly asset allocation committee.Asset Allocation portfolios risk assessment. Show less

Managed group of SME companies with over 40 employees and 1M€ annual sales

European Energy, Media and Technology Sector Portfolios

Economics, Economics

Law, Law

Pós-Graduação Em Direito Da Economia E Do Investimento Social

Economics, Erasmus

Abitur