Tommy Rogulj, Cfa, Caia

Tommy Rogulj, Cfa, Caia Email and Phone Number

Crypto Portfolio Manager @ Caleb & Brown Asset Management
Sydney, NSW, AU
Tommy Rogulj, Cfa, Caia's Location
Sydney, New South Wales, Australia, Australia
Tommy Rogulj, Cfa, Caia's Contact Details

Tommy Rogulj, Cfa, Caia work email

Tommy Rogulj, Cfa, Caia personal email

Tommy Rogulj, Cfa, Caia phone numbers

About Tommy Rogulj, Cfa, Caia

Portfolio Manager specialising in technology investments, with a career spanning both traditional financial institutions and innovative fintechs. In my current role, I spearhead the Caleb & Brown Flagship Fund, an actively managed crypto asset fund for wholesale investors. I previously co-managed $700 million in global tech equities strategies, honing a specialty in the cloud computing sector at Spaceship Capital. My foundation in asset management is solidified by roles at industry pillars like Russell Investments and State Street, where I supported the management of multi-billion dollar equity portfolios

Tommy Rogulj, Cfa, Caia's Current Company Details
Caleb & Brown Asset Management

Caleb & Brown Asset Management

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Crypto Portfolio Manager
Sydney, NSW, AU
Website:
calebandbrown.com
Employees:
58
Tommy Rogulj, Cfa, Caia Work Experience Details
  • Caleb & Brown Asset Management
    Crypto Portfolio Manager
    Caleb & Brown Asset Management
    Sydney, Nsw, Au
    View
  • Caleb & Brown Asset Management
    Crypto Portfolio Manager
    Caleb & Brown Asset Management Aug 2022 - Present
    The Caleb & Brown Flagship FundThe Caleb & Brown Flagship Fund Plus www.calebandbrown.com/flagshipfund/Research - Authored and launched the Caleb & Brown House View (May 2023)www.calebandbrown.com/research/
    View
  • Spaceship
    Portfolio Manager
    Spaceship Sep 2019 - Aug 2022
    Sydney, Nsw, Au
    Co-portfolio management of A$700 million in thematic global equity strategies on behalf of 200,000 retail investors in Australia. I had responsibility for the bottom up fundamental research of globally listed technology companies with a focus on the cloud computing industry.
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  • Spaceship
    Senior Investment Analyst
    Spaceship May 2019 - Sep 2019
    Sydney, Nsw, Au
    View
  • Atlastrend
    Senior Investment Analyst
    Atlastrend Mar 2019 - May 2019
    Equity Analyst for four thematic international growth equity portfolios. Predominantly conducted bottom up fundamental research on the global technology sector and independently developed long ideas for the portfolios.2018 - Morningstar Best Performing Technology Fund - AtlasTrend Big Data Portfolio2018 - FE Crowns - AtlasTrend Big Data Portfolio awarded 5/5 Crowns
  • Atlastrend
    Investment Analyst
    Atlastrend Oct 2017 - Mar 2019
  • Russell Investments
    Portfolio Analyst
    Russell Investments Sep 2013 - Jul 2016
    Seattle, Wa, Us
    Supported the Russell Investments Asia Pacific Equity business, assisting with the management of approximately US$3.5 billion of funds under management. Responsibilities included: Portfolio construction, manager research, asset allocation and overall management of three multi-manager equity portfolios.
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  • State Street
    Investment Analytics Consultant
    State Street Mar 2012 - Sep 2013
    Boston, Massachusetts, Us
    Supported State Street's Asia Pacific Investment Analytics business with the analysis and provision of investment analytics to State Street's institutional clients in Australia and New Zealand. Responsibilities included performance reporting, attribution, mandate monitoring, ex-post and ex-ante risk and exposure management.
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  • State Street
    Securities Valuation Analyst
    State Street Mar 2011 - Mar 2012
    Boston, Massachusetts, Us
    Supported the State Street Asia Pacific Securities Valuation business with responsibilities encompassing securities valuation and fund accounting.
    View

Tommy Rogulj, Cfa, Caia Skills

Portfolio Management Technical Analysis Performance Attribution Financial Reporting Performance Measurement Investment Analytics Financial Modelling Securities Valuation Fund Of Funds Manager Research

Tommy Rogulj, Cfa, Caia Education Details

  • University Of Sydney
    University Of Sydney
    Accounting And Finance
  • St Ignatius College Riverview
    St Ignatius College Riverview
    Higher School Certificate

Frequently Asked Questions about Tommy Rogulj, Cfa, Caia

What company does Tommy Rogulj, Cfa, Caia work for?

Tommy Rogulj, Cfa, Caia works for Caleb & Brown Asset Management

What is Tommy Rogulj, Cfa, Caia's role at the current company?

Tommy Rogulj, Cfa, Caia's current role is Crypto Portfolio Manager.

What is Tommy Rogulj, Cfa, Caia's email address?

Tommy Rogulj, Cfa, Caia's email address is to****@****ail.com

What is Tommy Rogulj, Cfa, Caia's direct phone number?

Tommy Rogulj, Cfa, Caia's direct phone number is +614035*****

What schools did Tommy Rogulj, Cfa, Caia attend?

Tommy Rogulj, Cfa, Caia attended University Of Sydney, St Ignatius College Riverview.

What skills is Tommy Rogulj, Cfa, Caia known for?

Tommy Rogulj, Cfa, Caia has skills like Portfolio Management, Technical Analysis, Performance Attribution, Financial Reporting, Performance Measurement, Investment Analytics, Financial Modelling, Securities Valuation, Fund Of Funds, Manager Research.

Who are Tommy Rogulj, Cfa, Caia's colleagues?

Tommy Rogulj, Cfa, Caia's colleagues are Jonathan Low, Jake Boyle, Monique Singh, Michael Haines, Mo Liu, Shiyu Y., Shreya Raj.

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