Experience

Oracle Investment Management

• Australia
• Financial Services
• 1 - 100 Employee

• Portfolio Manager

  • Jan 2023 - Present

  Oracle Investment Management manage a multi-billion investment portfolio in Australian and Global stocks, Fixed Income, and in managed accounts. Oracle Investment Management manage a multi-billion investment portfolio in Australian and Global stocks, Fixed Income, and in managed accounts.



ClearBridge Investments (formerly RARE Infrastructure)

• Portfolio Manager & Senior Investment Analyst

  • Aug 2010 - Apr 2019

  1) Latin America: PM experience across Latam markets such as Brazil, Mexico and Chile. Participated in the Brazilian Bull in early 2016, when the large Brazilian portfolio returned 82.5% that year in a low risk way (Theory of Reflexivity). Apart from being the Portfolio Manager, also directly covered key Latin American markets like Brazil and Mexico. 2) Asia: As a PM, expertise in Asian, Middle East, and Eastern European Emerging Markets. Directly covered Asian markets such as India and in Middle East, and several in South East Asia like Malaysia, Indonesia, Thailand and Philippines. 3) US/Europe: As a senior investment analyst, covered Communication infrastructure sector in US and Europe. Communication Infra include sectors such as Wireless Towers, TV Towers, Satellites, Undersea Cables, Fiber infrastructures. The three US tower stocks doubled and were about $1bn Investment. 4) Reasonable ‘hit rate’ as the primary analyst with eight stocks doubling (3 in US and 5 in non-US markets) and only two losses (thankfully) over five years. Please see the LinkedIn articles ‘7 1/2 doubles’ and ‘The Eighth double’ for details. Others: a) Successful Prediction of AUDUSD decline both in 2014 and in 2013. b) Accurately predicted the beginning of the last big RBA rate cycle (in 2011) based on market signals. Show less



Tradition Capital Management (US)

• VP & Investment Analyst

  • Oct 2007 - Nov 2009

  As the sole analyst covering the Tech & Telecom sector, generated investment ideas to beat both the tech benchmark and S&P 500 over both 2008 & 2009 and generated a positive return over that bear market period. The tech portfolio was about 20% of the total $600M portfolio. The scorecard at Tradition: 2009: 57.7% 2008: -33% Key calls made on media (Reuters, Financial Times, Marketwatch etc): 1) Bullish call on Apple as it went below $100 (late 2008). 2) Google's strong growth prospects (2009). 3) Impact of Yahoo-Microsoft search deal (2009). 4) Difficult market for Microsoft's Zune (2009). See the link below for details: http://www.google.co.uk/search?q=george+kurian+%2B+tradition+capital&ie=utf-8&oe=utf-8&aq=t&rls=org.mozilla:en-US:official&client=firefox-a Show less



Citi (NYC)

• United States
• Truck Transportation

• Investment Analyst

  • Jun 2006 - Aug 2006

  Biotech investment analysis at Citigroup Investment Research. PostScript: Even though I have no formal academic background in Biotech/Medical devices, some of my best ideas (including the investment idea that was voted by an NYC hedge fund as one of the five best in US) have come from this sector. Just a small encouragement to all investors who shun this sector due to its perceived difficulty. Biotech investment analysis at Citigroup Investment Research. PostScript: Even though I have no formal academic background in Biotech/Medical devices, some of my best ideas (including the investment idea that was voted by an NYC hedge fund as one of the five best in US) have come from this sector. Just a small encouragement to all investors who shun this sector due to its perceived difficulty.



Friends Provident (UK) / Practiv

• Consultant

  • Mar 2005 - Aug 2005

  Consulting at Friends provident on wealth management products. An effort at Fund raising prior to enrolling for Duke MBA in US. Consulting at Friends provident on wealth management products. An effort at Fund raising prior to enrolling for Duke MBA in US.



Aviva (UK)

• United Kingdom
• Banking
• 1 - 100 Employee

• Analyst

  • Aug 2001 - Dec 2004

  Wealth management and insurance products. Norwich is also where my first public investment fundraising effort was done, to capture the 2003-04 bull market. Wealth management and insurance products. Norwich is also where my first public investment fundraising effort was done, to capture the 2003-04 bull market.