Founder

• Jul 2018 - Present

Wealth Advisor

• Sep 2014 - Jul 2018

Investment Manager

• 2007 - 2013

During my time at Overseas Asset Management I graduated from an Investment Analyst to an Investment Manager directly responsible for $70 million of European equities. I used a strict value approach in selecting companies in which to invest. A combination of extensive company and industry research, mathematical models and valuation tools were utilised to reach an intrinsic value. The Warren Buffett ‘margin of safety’ rule was integral to all my investment decisions – only buy shares in companies that trade at a discount to intrinsic value of more than 40%.My analysis included studying company filings (annual reports, financial statements – income statement, balance sheet and cash flow, quarterly reports) and industry reports and I made comprehensive use of Bloomberg for quantitative data including historical analysis. I used Excel to compile complex spreadsheets for the on-going monitoring of a company’s financial health and intrinsic value. I had regular contact with company CEOs and CFOs via email, conference calls and meetings in London/UK/Europe. My day-to-day operations included dealings with brokers in UK and Europe.During my time at OAM (end of December 2006 to August 2013) the OAM European Value Fund returned 1.7% per annum, versus the benchmark’s (MSCI Europe) negative return of 3.5% per annum. This positive performance is very credible given that between September 2007 and March 2008 world equity markets (including Europe) fell approximately 50%. Not only did the fund perform well in a volatile market, but the portion of the fund that I was directly responsible for, outperformed the fund.

Assistant Investment Manager

• Jan 2004 - Sep 2006