Edward Wotherspoon

Investment Analyst at Viewforth Investment Partners
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Location
UK

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Credentials

  • Chartered Financial Analyst
    -
    Aug, 2013
    - Sep, 2024
  • Investment Management Certificate
    -
    Dec, 2009
    - Sep, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Investment Analyst
      • Oct 2022 - Present
    • United Arab Emirates
    • Financial Services
    • 700 & Above Employee
    • Deputy Head, UK Equities
      • Jan 2016 - Oct 2022
    • United Kingdom
    • Investment Management
    • 100 - 200 Employee
    • Portfolio Manager, North America
      • Oct 2009 - Dec 2015

      - Co-managed Martin Currie’s North American long only equity mandates. Portfolio management role. - Co-ordinated on team philosophy, process and strategy. - Constructed a core, fundamentally driven, concentrated portfolio with high active share & limited factor risk. - Identified and conducted fundamental bottom up research, generating stock ideas consistent with our value-biased investment philosophy. - Research contribution had a consistent record of generating alpha. - Mandate outperformed MSCI North America index during tenure as co-manager. - Experienced in client marketing & fund raising. Prior to working on the North American mandates worked as a Global Research Analyst. Role required detailed proprietary modelling & analysis, generation of stock recommendations, ability to present portfolio managers with a concise investment thesis, and thematic views on the sector in a global context. Show less

Education

  • Durham University
    Economics BA
    2005 - 2009

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