Phil Gorham

Phil Gorham Email and Phone Number

Phil Gorham's Location
Philadelphia, Pennsylvania, United States, United States
Phil Gorham's Contact Details

Phil Gorham personal email

Phil Gorham phone numbers

About Phil Gorham

Global generalist for Brandywine Global's International and Global Fundamental Equity strategies. Value investor with a focus on business quality, earnings quality and intrinsic value.15 years' experience covering the consumer sector across three regions: the US, Europe and Asia. Strong track record of broker vote and alpha generation. Experience managing international teams of analysts.Broad risk management experience including market risk (interest rate products, foreign exchange exposure and derivatives), credit risk and counterparty risk. Experience managing a bank's balance sheet within the Basel II framework and familiar with Basel III.Advisory Panel, Consumer Analyst Group of Europe (CAGE) 2014 - 2017.CFA charterholder and certified FRM.

Phil Gorham's Current Company Details
Brandywine Global Investment Management

Brandywine Global Investment Management

View
Equity Analyst
Phil Gorham Work Experience Details
  • Brandywine Global Investment Management
    Equity Analyst
    Brandywine Global Investment Management Apr 2024 - Present
    Philadelphia, Pennsylvania, Us
  • Morningstar
    Senior Equity Analyst, Vp
    Morningstar Aug 2023 - Mar 2024
    Chicago, Il, Us
    Cover the European FMCG sector, with particular focus on beverages and tobacco.
  • Morningstar
    Director Of Equity Research, Greater China
    Morningstar Nov 2020 - Jul 2023
    Chicago, Il, Us
    Led cross-sector team of 11 analysts and associates covering A-shares and H-shares in the Greater China markets. Mentored the analysts and provided research and career coaching. Continued to cover full list of pan-European FMCG companies.Lead analyst on pre-IPO research on consumer companies in China on behalf of BNP Paribas-Morningstar co-branded research.
  • Morningstar
    Director Of Equity Research, Japan
    Morningstar Jun 2017 - Nov 2020
    Chicago, Il, Us
    Led and mentor team of cross-sector analysts in Japan. Continued to cover full list of pan-European FMCG companies.
  • Morningstar
    Senior Equity Analyst, Vp
    Morningstar Jan 2014 - May 2017
    Chicago, Il, Us
    Publishing analyst covering FMCG / staples. Coverage spanned large cap and mid cap across food, beverages, tobacco and home and personal care.Correctly called the top of the tobacco group valuation by anticipating slowdown of heated tobacco adoption using Bass model forecasting. Early call on the erosion of competitive advantages among large-cap consumer products manufacturers. Price-driven sector growth has subsequently slowed.Collaborated with cross-regional consumer analysts to redefine the economic moat framework for consumer staples categories.
  • Federated Investors
    Equity Analyst
    Federated Investors Sep 2011 - Jan 2013
    Pittsburgh, Pa, Us
    Buy side analyst covering retail and consumer staples for large-cap core and mid-cap growth funds. Created infrastructure for covering the consumer staples and discretionary sectors using empirical data. Carried out top-down macro, industry, and fundamental bottoms-up analysis of companies. Produced financial models and made investment recommendations to portfolio managers.In retail, generated 8.3 percentage points of positive alpha over the S&P consumer discretionary index in 2012. Top picks were MOV (69.1pp positive alpha), LULU (29.6pp), FRAN (28.2pp) and FIVE (23.0pp).In staples, generated 4.7 percentage points of positive alpha over the S&P staples index in 2012. Top picks were SAM (33.4pp positive alpha), MKC (17.2pp), PM (9.7pp) and KMB (7.6pp).
  • Morningstar
    Associate Director Of Research
    Morningstar Jun 2011 - Aug 2011
    Chicago, Il, Us
    Associate Director of Equity Research in the FMCG/staples sector, spanning the packaged food, beverages, tobacco, household and personal care, and food retailer industries.
  • Morningstar
    Senior Equity Analyst
    Morningstar Oct 2010 - Jun 2011
    Chicago, Il, Us
    Made early bullish calls on Boston Beer (SAM), due to the long-term, secular premiumization trend in the US alcoholic beverage market that had not been fully priced into the market value of the stock, and Lorillard due to the below-industry volume decline rate of its core brand and low probability of a menthol ban. Preferred PepsiCo over Coca-Cola for several years due to the underappreciated snacks business.Mean annualized outperformance of buy calls versus S&P 500 was +24.4% between 2008 and 2010; median outperformance was +7.4%.
  • Morningstar
    Equity Analyst
    Morningstar Jun 2008 - Oct 2010
    Chicago, Il, Us
    Equity research analyst covering consumer staples and discretionary, including Philip Morris, The Coca-Cola Company, PepsiCo, and Harley-Davidson. Media appearances include BusinessWeek, CNBC, Bloomberg TV, the Financial Times and the Wall Street Journal.
  • Keane Capital Management Inc
    Equity Analyst (Intern)
    Keane Capital Management Inc Jun 2005 - Aug 2005
    Equity analyst in long/short hedge fund, focused on small and micro cap US equities. Analyzed a broad range of companies and industries, particularly the alternative energy sector.
  • Rbs International
    Market Risk Analyst
    Rbs International Mar 2001 - May 2004
    Jersey, Jersey, Je
    Market risk analyst for Treasury Middle Office. Built and maintained risk models to monitor fixed income, foreign exchange and cash positions of the offshore bank within the Basel II framework, and communicated data to the bank's ALCO. Responsible for value-at-risk, liquidity and stress test analysis, as well as marking to market the loan book. Improved risk management processes by creating stress tests using historical and mechanical scenarios. Strengthened capitalization and alleviated credit risk by identifying assets to be securitized.
  • Skandia Life Assurance Co. Ltd.
    Management Trainee
    Skandia Life Assurance Co. Ltd. Aug 1999 - Mar 2001
    Stockholm, Se
    Management trainee in Investment department. Responsible for valuing funds, funding foreign exchange requirements and covering asset / liability mismatches.

Phil Gorham Skills

Equity Research Financial Modeling Valuation Equities Investments Financial Analysis Investment Management Fixed Income Analysis Equity Valuation Portfolio Management Risk Management Quantitative Analytics Finance Derivatives Mutual Funds Financial Statement Analysis Chartered Financial Analyst Alternative Investments Dcf Financial Services Mergers And Acquisitions Economics Competitive Analysis Fundamental Analysis Research Stock Picking Sector Analysis Fundamental Research Technical Analysis International Investments Industry Analysis Business Valuation Forecasting Hedging Tobacco

Phil Gorham Education Details

  • University Of North Carolina At Chapel Hill
    University Of North Carolina At Chapel Hill
    Accounting
  • University Of North Carolina At Chapel Hill
    University Of North Carolina At Chapel Hill
    Business Administration
  • University Of Sunderland
    University Of Sunderland
    Business Economics
  • Dame Allan'S School
    Dame Allan'S School

Frequently Asked Questions about Phil Gorham

What company does Phil Gorham work for?

Phil Gorham works for Brandywine Global Investment Management

What is Phil Gorham's role at the current company?

Phil Gorham's current role is Equity Analyst.

What is Phil Gorham's email address?

Phil Gorham's email address is go****@****ing.com

What is Phil Gorham's direct phone number?

Phil Gorham's direct phone number is (607)-974*****

What schools did Phil Gorham attend?

Phil Gorham attended University Of North Carolina At Chapel Hill, University Of North Carolina At Chapel Hill, University Of Sunderland, Dame Allan's School.

What skills is Phil Gorham known for?

Phil Gorham has skills like Equity Research, Financial Modeling, Valuation, Equities, Investments, Financial Analysis, Investment Management, Fixed Income, Analysis, Equity Valuation, Portfolio Management, Risk Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.