Robin Thomas Email & Phone Number

Seattle, Washington, United States

Managed India focused portfolio of $200MM+ assets under management. Created a concentrated portfolio with focus on strong businesses being leaders in their segments, with great management and strong ROICs, leading to market leading performance of the portfolio. As a friendly activist, deeply engaged with management of investee companies to bring positive change in the business:- Helped a company initiate their first ever buyback program leading to 250% increase in stock price in the next 18 months- Advised a company to split their loss making business into a separate company leading to 120% increase in stock price in the first year after split- Consulted a company CFO on ideal capital structure for the company which led to increase in ROIC and stock price by over 1000% in 5 years- Helped multiple companies on their journey as newly public companies by exhibiting the difference in requirements of public and private investors

Invested in 50+ startups, notable ones being - - Fitbod (https://fitbod.me/)- Grin (https://grin.co/)- 15Five (https://www.15five.com/)- Anyplace (https://www.anyplace.com/)- Meowtel (https://meowtel.com/)- Xendoo (https://xendoo.com/)- Nutrisense (https://www.nutrisense.io/)-Giggster (https://giggster.com/)

Mumbai Area, India

GMO Emerging Market Fund is a $15+billion fund investing in the emerging markets across the world. I worked closely with the portfolio manager and recommended stocks based out of India and Thailand. Apart from these countries, I have also studied various companies in other markets like Turkey, Korea and South Africa. Coverage was across sectors like Consumer, Consumer Discretionary, Telcos, Auto etcIndian and Thai markets have gone through roller coaster rides during the past 2-3 years and it has been a great experience understanding how various businesses perform over business cycles and bull/bear cycles.

Mumbai Area, India

I was working with a the Technology sector team of the client covering small and mid cap tech stocks in US.

Mu Sigm is India's fastest growing Analytics company. I worked in 2 projects here - one for one of the largest Insurance companies in US, trying to find out the market potential for entry into a specific niche segment of Insurance. Second project was for one of the biggest Tech company in the world, where we were continuously analyzing the best products and features for the client every week according to the data generated by the call centre unit of the client.

Cfa Level 1, Finance, Portfolio Management

Master Of Business Administration (M.B.A.), Finance

Bachelor Of Technology (B.Tech.), Electronics

Science