I have spent more than 25 years working as an Equity Portfolio Manager and Analyst, with a consistent track record of outperforming my peers on both the buy-side and sell-side. I have had a range of sectoral specializations and have the core research skills and adaptability to pick up a new focus and contribute alpha in a short space of time.Starting my career at Technology Funding in 1990 as an Investment Analyst, I gained a deep understanding of research and analysis in a high-volume venture capital firm.In 1995, I moved to Wachovia Securities (Wheat First Butcher Singer) as a Senior Equity Analyst (sell-side), where I was ranked #1 for Investment Return – Housing Sector for two consecutive year by the Wall Street Journal "Best on the Street Survey.Between 2002 and 2012, I was an Equity Portfolio Manager for Eagle Asset Management (subsidiary of Raymond James Financial.) As part of a team of four PMs, we generated strong performance relative to the S&P 500 benchmark over a ten-year period. In addition to co-managing the primary large cap core equity product, I helped launch a mutual fund as well as a 130/30 long-short product, all of which contributed to a sizable rise in AUM. Since 2014, I have been employed by TIAA Private Asset Management as Lead Equity Portfolio Manager, running a $2.0BN large-cap core equity sleeve on behalf of HNWI, UHNWI, as well as Foundations, and Endowments. I have up-skilled the analyst pool, reworked investment processes, and begun to transition the product towards becoming more ESG aware.As an investor, I have a comprehensive understanding of financial markets, trends and entry / exit timing, and have developed a profitable and repeatable investment process with a verifiable history of beating the benchmark.I am always open to discussing opportunities or engaging with fellow professionals with similar interests.Please feel free to message me via LinkedIn.
Listed skills include Equities, Equity Research, Portfolio Management, Valuation, and 42 others.