Nitesh Patel

Portfolio Manager Multi-Asset Strategies at Financial Clarity
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Contact Information
us****@****om
(386) 825-5501
Location
AU
Languages
  • English Native or bilingual proficiency
  • Russian Limited working proficiency
  • Hindi Professional working proficiency

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Bio

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Credentials

  • Associate of CFA UK - ASIP
    CFA UK
    Nov, 2000
    - Nov, 2024
  • Investment Management Certificate (IMC)
    CFA UK
    Apr, 1999
    - Nov, 2024
  • AFSL Responsible Manager
    ASIC
    May, 2017
    - Nov, 2024

Experience

  • Financial Clarity
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager Multi-Asset Strategies
      • Jan 2022 - Present

    • Investment Advisory Committee
      • Oct 2012 - Jan 2022

      Asset Allocation, Risk Management, Portfolio Management

  • Powerhouse Ventures Limited
    • Australia
    • Venture Capital and Private Equity Principals
    • Board Member/CIO
      • Aug 2019 - Jan 2022

      Science based Venture Capital Due Diligence, Investment Research, Valuation ESG and Impact Venture investments Science based Venture Capital Due Diligence, Investment Research, Valuation ESG and Impact Venture investments

  • Wenlock Capital
    • Australia
    • Investment Management
    • Portfolio Manager - Global Equities
      • Nov 2016 - May 2021

      Investing in a select number of superlative global businesses that are exposed to long term secular trends. High and growing CFROI's, Free Cash Flow modelling, FCF yield analysis. Active risk management. Bottom up fundamental analysis of businesses and industries. ESG overlay Investing in a select number of superlative global businesses that are exposed to long term secular trends. High and growing CFROI's, Free Cash Flow modelling, FCF yield analysis. Active risk management. Bottom up fundamental analysis of businesses and industries. ESG overlay

  • Pride Advice
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Investment Committee Member
      • Nov 2016 - Aug 2019

      Investment Committee Member - Asset Allocation decisions and global equities perspectives. Investment Committee Member - Asset Allocation decisions and global equities perspectives.

  • Insync Funds Management
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager/Analyst - Global Equities
      • Dec 2013 - Oct 2016

      Global Equities stock selection with a disciplined ROIC, CFROI, Free Cash Flow and Capital Allocation investment process. Active risk management. Strong engagement with investee companies, over 100 company meetings pa Global Equities stock selection with a disciplined ROIC, CFROI, Free Cash Flow and Capital Allocation investment process. Active risk management. Strong engagement with investee companies, over 100 company meetings pa

  • Compass Asset Management
    • Managing Director, Head of Investments - Emerging Market Hedge Fund
      • Jun 2009 - Sep 2010

      Asian Fund (Public and Private Investments) Investment Process - ROIC, Free Cash Flow modelling, Cash Flow Yield Asian Fund (Public and Private Investments) Investment Process - ROIC, Free Cash Flow modelling, Cash Flow Yield

  • Sandell Asset Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • European Equity Long/Short Fund
      • Oct 2006 - Nov 2008

      European Fund, Strong Returns Investment Process - Secular growth, Cash Flow ROIC, Free Cash Flow Modelling, FCF Yield valuation. High quality growth companies. Over 100 company meetings pa European Fund, Strong Returns Investment Process - Secular growth, Cash Flow ROIC, Free Cash Flow Modelling, FCF Yield valuation. High quality growth companies. Over 100 company meetings pa

  • Oakside Capital
    • London, United Kingdom
    • Principal - Global Equity Long / Short Fund
      • Jun 2005 - Aug 2006

      Global Long / Short Fund. Driven by CFROI Global Long / Short Fund. Driven by CFROI

  • 3i Group plc
    • United Kingdom
    • Financial Services
    • 200 - 300 Employee
    • Fund Manager/Analyst - European Equity
      • Feb 2001 - May 2005

      Fund Manager of European Investment Trust Investment Process - Secular growth, Free Cash Flow modelling, CFROIC, FCF Yield valuation Over 100 C-suite meetings pa Fund Manager of European Investment Trust Investment Process - Secular growth, Free Cash Flow modelling, CFROIC, FCF Yield valuation Over 100 C-suite meetings pa

  • F&C Asset Management ( Now BMO Asset Management)
    • London, United Kingdom
    • Deputy Fund Manager/ Analyst - Global Equity
      • Dec 1997 - Feb 2001

      Global Equities Secular Growth - ESG and Impact High quality global stocks. Driven by CFROI, Cash Flow modelling. Global Equities Secular Growth - ESG and Impact High quality global stocks. Driven by CFROI, Cash Flow modelling.

Education

  • London School of Economics and Political Science, U. of London
    MSc OR (Econ)
    1995 - 1997
  • Queen Mary, U. of London
    BSc (Hon), Mathematics and Computing
    1992 - 1995

Community

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