Simon Clark Email & Phone Number

Australia

Sydney, Australia

Sydney, Australia

CPO is a boutique within Commonwealth Private with a mandate to care for clients with greater than $10 million of investable assets. The clients range from sophisticated, experienced investors who come to the table with high level corporate or private business backgrounds to investors who are inexperienced with capital markets. Providing research and recommendations on direct shares (both domestic and international), direct Australian bonds, managed funds, property and alternative investments such as private equity and hedge funds.

London, United Kingdom

Using the Credit Suisse HOLT methodology and framework to provide research and insights into Global equities with a focus on the Tech, Media and Telecom sectors. The research forms a strong compliment to the traditional sell-side equity research product but considers a much wider (global) universe. The HOLT framework is based on a cash flow approach to corporate performance measurement and equity valuation. Credit Suisse HOLT, which is constantly evolving, goes beyond traditional accounting information to emphasize cash generating ability and overall potential for value creation. The framework forms a platform to screen and provide insights across very large company universes and across multiple regions and markets.

Sydney

Buy side Australian equities research. Part of a team which set up and established research coverage of the Australian equity market for Credit Suisse Private Banking. Conduct in depth Australian stock research and provide advice for a global internal and external client base.

Sydney

Sell side equities research provided for institutions and HNW investors. Carry out in depth research and financial modelling of small cap stocks across the retail and property sectors.

Cfa Charterholder

Activities and Societies: CFA Society of Sydney Volunteer

Economics, Econometrics And Finance

Education record