Sjoerd Rozing, Cfa Email & Phone Number

Driebergen-Rijsenburg, Utrecht, Nederland

I manage the Triodos Future Generations Fund and was also strongly involved in the development of the fund. We launched the fund in March of 2022. The fund’s focus is on child wellbeing and mainly invests in small and mid-cap equities in sectors such as healthcare, consumer staples, education and communication services.

Zeist, Provincie Utrecht, Nederland

- Investment idea generation and monitoring of current holding for our impact equities investment funds. My coverage consists of companies that use technology to contribute to a more sustainable world. In our research process, the focus is on analysing the positive impact a company generates and an integrated analysis of fundamental and sustainability factors.- Leading and following up on research priority setting by liaising with the fund managers and the other investment analysts. Also driving improvements in our research process such as implementing the SASB framework to improve the way we integrate ESG factors into fundamental analysis. Part of this includes the adoption and use of an AI-based tool that ranks companies based on their scores for material ESG factors.- Initiating engagement with portfolio companies on sustainability topics, but also on their fundamental performance. Engagement also includes proxy voting and attending AGMs.

Zeist, Provincie Utrecht, Nederland

Amsterdam Area, Netherlands

• Developing and maintaining driver-based forecasting models for the global healthcare informatics market. This is done by triangulating internal financial data, local market intelligence, third party research, information from trade associations and trade show visits. The output from these models is Philips’ single source of truth for market information and is the basis for strategic planning and related decisions.• Presenting key insights of the forecasts to senior management within Philips and in doing so influencing the strategic direction of the company.• Collaborating with Group Strategy and other departments within Philips on projects related to business development and projects to deepen the understanding of local markets.• Monitoring our existing competitors to understand their actions, while at the same time tracking news flow to spot potential disruptive competitors.

• Generated ideas for investments in small caps in the technology sector. Idea generation was done stepwise and through both quantitative and qualitative analysis. Teslin’s investment funds had few holdings, so the research process was very in-depth.• Engaged with the management of portfolio companies on subjects like ESG, M&A, capital structure and strategy. The aim of these discussions was to the influence a long-term major shareholder has to make sure its investments continue to create long-term value. • Made several improvements in the investment process. Improvements concern expanding the analysis of markets in the investment proposals and the way news flow about portfolio companies is monitored and stored.

- Enabled traders to set up option positions which profit from differences between estimated dividends and dividends implied in option prices. Estimated dividends by developing financial models of companies I covered and analysing their results and news flow. Focused on companies in industries such as aviation, retail and real estate.- Published a weekly overview of macro-economic news and a quarterly macro-economic update. This allowed traders to stay up-to-date on macro-economic developments, while focusing on trading.- Contributed to the development of trading strategies by researching arbitrage opportunities for stock pairs.- Profitably traded equity options for two months as part of an internal training.- Wrote a Master’s thesis on the influence of divestitures on long term shareholder returns. The purpose of the thesis was to find out if investing in companies that divest businesses would be a strategy that generated alpha. The thesis was graded 8.5 out of 10 and can be downloaded from: http://www.scriptiesonline.uba.uva.nl/300541.

Did an internship at ING’s retail securities back office. Updated process flow models, integrated these models and did research on how process flow models and related information could be integrated into one database. The internship was graded 8.5 out of 10.

Master Of Science, Competitive Strategy, Strategy And Organization, Hrm

Bachelor, Business, Economics And Finance

Amsterdam Academy for Banking and Finance