Thomas Mathew Email & Phone Number

★★ Bottom-up multi-sector stock picker with almost two decades of experience as equity strategist, and in portfolio management covering the GCC, US, European & Indian markets. ► Current gig involves recommending GCC equities and equity portfolio strategy to global portfolio/hedge fund managers, providing research and network across companies’ investor relations and management teams. ► The challenge of creating investable bottom-up GCC model portfolios that consistently outperform equity benchmarks for my clients are parts of my role I’m passionate about. ► Stints in portfolio management have shaped my experience in multi-sector stock picking across fund management styles, position sizing, and growing AUMs from new institutional mandates► Prior to this, I’ve been a member of top ranked equity research analyst teams in Institutional Investor rankings. Multiple times in my career, I’ve set up buy-side research desks and formulated proprietary equity valuation frameworks. ► Authored 750+ research outlook notes across equity, sector and thematic pieces★★ I’ve also gained experience in multi-asset strategy across real estate private equity and fixed income, but equities are my corporate calling! Besides equities, I’m passionate about sustainability, climate change and I’m an ardent follower of the NBA and the evolution of analytics in it.

Listed skills include Sector Research, Portfolio Management, Financial Modeling, Capital Markets, and 6 others.