Tushar Jain Email & Phone Number

Worldwide, Oo

• Lead analyst on Consumer discretionary, Consumer tech and Staples sector across US/EU.• Focus on long term structural winners at attractive valuation with sustainable economic moat and cashflow generation. • Strong focus on ESG credentials of the companies under coverage. Actively involved with internal engagement team to focus on key issues. • Regularly engage with IR/management teams as well as building strong relationship with sell-side analysts.• Teamwork and collaboration: I collaborate with internal analysts as well as consistently present my ideas to various Portfolio managers across different investment strategies.

London, Gb

• Lead analyst on IT Software, Fintech, IT Services, semiconductor, and consumer discretionary sector across US/EU. My focus is on companies with strong and sustainable economic moat like Microsoft, ServiceNow, Adobe, Intuit, Visa, Mastercard, AMAT, Alphabet, Accenture, Capgemini, Nike, Ferrari, Puma etc. • Initiated on over 25 companies and generated significant alpha during 2022 bear market based on individual stock selection and disciplined approach to valuation. • Advanced analytical and financial modelling skills helped me prepare detailed company models with sensitivity analysis and recommendation based on DCF and multiples. I created multiple templates for usage across the firm. • Build framework based on FCF growth/conversion, ROCE, ESG ranking, multiples etc. to help shortlist stocks for deep fundamental bottom-up analysis. • Consistently presented new ideas with robust discussion around key value drivers. Initiated our weekly investment meetings to drive collaboration and cross sector debates.• Identify and incorporate ESG factors into our decision making process for companies under coverage using internal metrics and benchmark it against peers. • Partner with key stakeholders (sell-side analyst, IR teams etc.) to key up to date on key market developments

New York, New York, Us

• Lead research analyst on retail/consumer technology companies like Zalando, Asos, boohoo, JD Sports, Kingfisher, B&M, Maison Du Monde, Dixons Carphone etc. Also, co-covering companies like H&M, Inditex, Adidas, Puma. • Led IPO’s of home24, Global Fashion Group. Managed and delivered complex/time-bound process with focus on financial analysis, due diligence and coordinating with multiple teams across geographies (e.g. LATAM, CIS, APAC for GFG).• Highly ranked by clients across EMEA/US for differentiated research and regular interactions to update them on high conviction ideas.• In depth analysis of individual companies’ multi-channel strategy/growth, price positioning in the market and other factors like change in disposable income, changes in government policies (minimum wage) etc.• Proficient in analysing financial and operational metrics for various companies including margin analysis, leverage, return analysis. Built fully integrated financial models with cash flow analysis. Developed stock specific buy/sell recommendations based on Discounted Cash Flow analysis, Sum of the Parts valuation and multiples.

Charlotte, Nc, Us

• Lead Analyst on Dixons Carphone, Asos, Inchcape, B&M, Sports Direct, Zalando etc. Also, co-covering companies like H&M, Inditex, M&S, Next etc. Undertake both company and thematic research which were published frequently.• Lead analyst on IPO of Europris, Pets at Home, B&M.• Top ranked team in Institutional Investor survey in 2014 and runners up in 2016• Autos: Involved in sector initiation for Autos/ Trucks. Conducted bottom-up/fundamental analysis of European automobile/truck OEMs (e.g. BMW, Daimler, VW etc.). Also involved in client interactions and setting up leading products.

Frankfurt Am Main, Hessen, De

• I worked in the Business Area controlling for the rates desk.• Calculated profit & loss (P&L) on trades using IR curve movement, greeks (e.g. delta movement, theta, carry) and foreign currency exposure.

Mba, Finance

B. Computing, Computer Science

Education record