Mark Sloan, Cfa Email & Phone Number

London, United Kingdom

London, United Kingdom

Member of the successful "4Factor" Equity team, which has rapidly grown its AUM to over $35bn:• Responsible for both detailed fundamental stock research as an analyst and as sector PM for decisions on active stock positions for a portion of the “core” global equity portfolio. • Covered global consumer staples initially on joining the team and was also the supporting analyst on healthcare. Added value to client portfolios through recommendations on a number of stocks including Church &… Show more Member of the successful "4Factor" Equity team, which has rapidly grown its AUM to over $35bn:• Responsible for both detailed fundamental stock research as an analyst and as sector PM for decisions on active stock positions for a portion of the “core” global equity portfolio. • Covered global consumer staples initially on joining the team and was also the supporting analyst on healthcare. Added value to client portfolios through recommendations on a number of stocks including Church & Dwight and Philip Morris International.• Focussed on global industrial companies since 2009, adding significant value through alpha generating ideas including IDEX Corp, Aggreko Plc, Weir Group, Towers Watson, Japan Airlines and Alaska Airlines. • Day-to-day tasks include identification of promising stock ideas to add to the research agenda, the compilation of in-depth research notes, monitoring of sector & company news-flow, the review of company earnings releases, presenting sector dynamics to colleagues regularly and maintaining a database of investment cases on portfolio holdings, as well as bull, base and bear valuation targets• Hosting of in-house meetings with company management teams, as well as visits to companies to better understand their operations & business models. • Maintained & have expanded knowledge of other global sectors through regular desk debate and attendance at investment meetings hosted by colleagues where investment ideas and portfolio risk are rigorously discussed.• Involved in various working groups aimed at discussing emerging investment themes such as the sharing economy. Conceived several ideas around how the quantitative stock screening process could potentially be enhanced, with subsequent involvement in back-testing and implementation of the ideas• Presentations to consultants and institutional clients, to help support growth in AUM Show less

London, United Kingdom

-Joined as an Investment graduate and completed 1 year long rotation programme involving placements in fixed income, equities, PPM Ventures and a secondment to Prudential Portfolio Managers in Cape Town-Secured a role as an analyst on the Pan European equity research team in 2002. Responsible for detailed research on business service companies such as Compass Group, Capita and WS Atkins. Maintained price targets supported by earnings projections and DCF modelling. Actively managed the… Show more -Joined as an Investment graduate and completed 1 year long rotation programme involving placements in fixed income, equities, PPM Ventures and a secondment to Prudential Portfolio Managers in Cape Town-Secured a role as an analyst on the Pan European equity research team in 2002. Responsible for detailed research on business service companies such as Compass Group, Capita and WS Atkins. Maintained price targets supported by earnings projections and DCF modelling. Actively managed the business support services positions of two institutional equity portfolios with combined assets exceeding $5bn in size. -Progressed to Global Equity analyst in 2005. Added value through numerous successful stock picks including Logitech and Phonak. Contributed towards strong fund performances, all 5 retail funds were ranked top quartile and some top decile against peers over various time periods. Worked as a generalist, though specialised in the analysis of R&D intensive companies within sectors such as software, hardware, media, internet and healthcare. Acted as Portfolio analyst for M&G's Global Technology fund which grew in size over 30% and was ranked 2nd in its sector during my involvement Show less

Analysed varying responses of traditional retailers to the rise of the Internet & presented conclusions

Bachelor Of Science (Bsc), Economics

Graduated with 1st Class Honours Final Year Dissertation: "An Economic Analysis of Prison Suicide"-1st Class Honours

Chartered Financial Analyst

Full Member of the CFA Institute & a CFA Charterholder: Completed L1 in 2002, L2 in 2003 and L3 in 2004