Equity Analyst
Current
Apr 2024 - Present
AeroLeads people directory · profile
Phil Gorham Email & Phone Number
Equity Analyst
at
Brandywine Global Investment Management
1 work email found
@morningstar.com
1 phone found area 607
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Equity Analyst
Location
Philadelphia, Pennsylvania, United States
Who is Phil Gorham? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Phil Gorham is listed as Equity Analyst at Brandywine Global Investment Management, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at morningstar.com, phone signal with area code 607, and a matched LinkedIn profile for Phil Gorham.
Phil Gorham previously worked as Senior Equity Analyst, VP at Morningstar and Director of Equity Research, Greater China at Morningstar. Phil Gorham holds Master, Accounting from University Of North Carolina At Chapel Hill.
Company email context
Email format at Brandywine Global Investment Management
This section adds company-level context without repeating Phil Gorham's masked contact details.
pgorham@morningstar.com
76% confidence
AeroLeads found 1 current-domain work email signal for Phil Gorham. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Equity Research, Financial Modeling, Valuation, Equities, and 32 others.
Current workplace
Phil Gorham's current company
Company context helps verify the profile and gives searchers a useful next step.
Brandywine Global Investment Management
AeroLeads page
12 roles
Phil Gorham work experience
A career timeline built from the work history available for this profile.
Senior Equity Analyst, Vp
Cover the European FMCG sector, with particular focus on beverages and tobacco.
Aug 2023 - Mar 2024
Director Of Equity Research, Greater China
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.
Nov 2020 - Jul 2023
Director Of Equity Research, Japan
Led and mentor team of cross-sector analysts in Japan. Continued to cover full list of pan-European FMCG companies.
Jun 2017 - Nov 2020
Senior Equity Analyst, Vp
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.
Jan 2014 - May 2017
Equity Analyst
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).
Sep 2011 - Jan 2013
Associate Director Of Research
Associate Director of Equity Research in the FMCG/staples sector, spanning the packaged food, beverages, tobacco, household and personal care, and food retailer industries.
Jun 2011 - Aug 2011
Senior Equity Analyst
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%.
Oct 2010 - Jun 2011
Equity Analyst
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.
Jun 2008 - Oct 2010
Equity Analyst (Intern)
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.
Jun 2005 - Aug 2005
Market Risk Analyst
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.
Mar 2001 - May 2004
Management Trainee
Management trainee in Investment department. Responsible for valuing funds, funding foreign exchange requirements and covering asset / liability mismatches.
Aug 1999 - Mar 2001
4 education records
Phil Gorham education
Master, Accounting
University Of North Carolina At Chapel Hill
Master, Business Administration
University Of North Carolina At Chapel Hill
Ba (Hons), Business Economics
University Of Sunderland
Education record
Dame Allan'S School
FAQ
Frequently asked questions about Phil Gorham
Quick answers generated from the profile data available on this page.
What company does Phil Gorham work for?
Phil Gorham works for Brandywine Global Investment Management.
What is Phil Gorham's role at Brandywine Global Investment Management?
Phil Gorham is listed as Equity Analyst at Brandywine Global Investment Management.
What is Phil Gorham's email address?
AeroLeads has found 1 work email signal at @morningstar.com for Phil Gorham at Brandywine Global Investment Management.
What is Phil Gorham's phone number?
AeroLeads has found 1 phone signal(s) with area code 607 for Phil Gorham at Brandywine Global Investment Management.
Where is Phil Gorham based?
Phil Gorham is based in Philadelphia, Pennsylvania, United States while working with Brandywine Global Investment Management.
What companies has Phil Gorham worked for?
Phil Gorham has worked for Brandywine Global Investment Management, Morningstar, Federated Investors, Keane Capital Management Inc, and Rbs International.
How can I contact Phil Gorham?
You can use AeroLeads to view verified contact signals for Phil Gorham at Brandywine Global Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Phil Gorham attend?
Phil Gorham holds Master, Accounting from University Of North Carolina At Chapel Hill.
What skills is Phil Gorham known for?
Phil Gorham is listed with skills including Equity Research, Financial Modeling, Valuation, Equities, Investments, Financial Analysis, Investment Management, and Fixed Income.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial