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Gordon Sims, Cfa profile image

Gordon Sims, Cfa

Partner at Castle Point Funds Management
Intro Book
Seasoned investment professional with expertise in financial modeling, valuation, and analysis.
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Location
Auckland, Auckland, New Zealand, NZ
Skills
  • Investments
  • Financial Modeling
  • Valuation
  • Equities
  • Finance
  • Show all
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Bio

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Gordon Sims, CFA, is a seasoned investment professional with a strong background in financial modeling, valuation, and analysis. He has worked as a Partner at Castle Point Funds Management and an Equity Analyst at TOWER, and has completed his Master's degree in Finance from Massey University. He is a Chartered Financial Analyst (CFA) charterholder.

Credentials

  • Chartered Financial Analyst (CFA) charterholder
    CFA Institute
    Apr, 2015
    - Apr, 2026

Experience

  • Castle Point Funds Management
    • Auckland
    • Partner
      • May 2013 - Present
      • Auckland

      Founding Partner in Boutique Funds Management firm.www.castlepointfunds.com

  • TOWER
    • Auckland
    • Equity Analyst
      • Nov 2010 - Apr 2013
      • Auckland

      Equity Research, Trans Tasman Portfolio. The Tower trans-tasman portfolio employs a high conviction bar-bell approach, focusing on both the "value" and "quality" ends of the spectrum.Qualitative and quantitative research aims to establish, for selected stocks, a thorough understanding of key value drivers of a company, and look through market noise.Whilst the Tower process does not specifically allocate analysts to sectors, companies researched in detail include:Manufacturing:Scott Technology, Hill Industries, F&P Healthcare, F&P Appliances, BrevilleTechnology / Business Services:SAI Global, Diligent, Xero, Reckon, Technology One, Australia Stock Exchange, NZ Stock Exchange, Computershare, WellcomMediaSky TV, Trade MeTourism/EntertainmentSky City, Tourism HoldingsTransport:Port of Tauranga, Mainfreight, Freightways.Retail:The Warehouse, Michael Hill, The Reject Shop, Pumpkin Patch

  • Ricoh New Zealand Ltd
    • Project Analyst
      • Jul 2010 - Nov 2010

  • Massey University
    • Post Grad student
      • Jul 2009 - Jul 2010

      Studying for Masters Degree in Finance, and completing research report.View my research on my SSRN Author page:http://ssrn.com/author=1306376

  • Asmuss Plastic Systems
    • Commercial Manager
      • Oct 2001 - Jul 2009

  • McDell Marine
    • Purchasing manager
      • Mar 2001 - Oct 2001

      Purchasing Manager for production boatbuilder

  • Sunsail
    • Contract Consulting
      • Sep 2000 - Dec 2000

      Advice on purchasing and logistics functions accross the group.

  • Budget Marine
    • Export Sales Manager
      • Apr 1998 - Jun 2000

  • Sunsail
    • Purchasing and Logistics, Sunsail Carribean
      • Dec 1993 - Apr 1998

Education

  • 2011 - 2013
    CFA Institute
  • 2007 - 2010
    Massey University
    Masters, Finance
  • 1990 - 1993
    University of Manchester
    BEng, Mechanical Engineering

Suggested Services

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Industry Focus. “Capital Markets”

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