Experience

Altana Wealth

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior High Yield/Special Sits Portfolio Manager

  • Jan 2016 - Present

  • Portfolio Manager, Global Credit. • Responsible for managing a diverse crossover/high yield portfolio across USD, GBP and EUR. • Responsible for managing a bespoke GBP portfolio (across IG and HY) for a large UK local authority and managing a short duration IG GBP portfolio for a group of UK local authorities. • Actively involved in raising AUM and marketing to European institutional and UHNW investors. • Portfolio Manager, Global Credit. • Responsible for managing a diverse crossover/high yield portfolio across USD, GBP and EUR. • Responsible for managing a bespoke GBP portfolio (across IG and HY) for a large UK local authority and managing a short duration IG GBP portfolio for a group of UK local authorities. • Actively involved in raising AUM and marketing to European institutional and UHNW investors.



Wealthium

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Credit Specialist

  • Jul 2021 - Present

  Credit specialist advising CEO on relative value opportunities in high yield market across $,€ and £. Advising CEO regarding constructing model portfolio across high grade and high yield for new UCITS fund. Credit specialist advising CEO on relative value opportunities in high yield market across $,€ and £. Advising CEO regarding constructing model portfolio across high grade and high yield for new UCITS fund.



Tideway Wealth - Securing your family's financial future.

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Consultant

  • Nov 2014 - Oct 2015

  • Leading role in portfolio construction and risk management for debt and equity product. • Full range of debt and equity instruments traded and researched. • Responsible for preparing and maintaining financial models for all equity and debt positions held across the firm’s portfolios. • Responsible for ongoing review of credit/equity profiles and reviewing relative value trading opportunities. • Advisory role for developing marketing strategies for capital raising activities with institutional investors. 1-year service contract concluded end-October 2015. Now seeking new opportunities. Show less



Mizuho

• Japan
• Financial Services
• 700 & Above Employee

• Director, High Yield Trading and Research

  • Jun 2013 - Jul 2014

  Senior High Yield Trading Strategist. Construct relative value trading ideas for the HY desk and for the firm's clients. Broad-based sector coverage of high yield issuers and selected Special Situation credits. Role required in-depth financial analysis skills and financial modelling expertise. Senior High Yield Trading Strategist. Construct relative value trading ideas for the HY desk and for the firm's clients. Broad-based sector coverage of high yield issuers and selected Special Situation credits. Role required in-depth financial analysis skills and financial modelling expertise.



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Head of Special Situations & Distressed

  • Feb 2012 - Jun 2013

  Appointed to set up a new credit trading desk for special situations and distressed credit; covering bonds, loans and CDS. Trading book currently constructed market neutral with 50/50 split between credit longs and shorts expressed through cash and CDS. Appointed to set up a new credit trading desk for special situations and distressed credit; covering bonds, loans and CDS. Trading book currently constructed market neutral with 50/50 split between credit longs and shorts expressed through cash and CDS.



Mount Capital

• Investment Management
• 1 - 100 Employee

• Portfolio Manager, Credit

  • Jan 2008 - Feb 2012

  • Portfolio Manager for Credit; approximately US$350 million under management. Portfolio divided into short term cash management (investments out to 18 months), distressed financial (T1, UT2 and LT2), and high yield (developed and developing). • Responsible for portfolio construction and allocation, credit research and trade execution. Portfolio highly diversified by individual name, sector and country. EM exposure focused on Central and Eastern Europe and selectively LATAM (primarily Mexico). • Close links with sell-side analysts for both credit and equity to maintain detailed models for investments. • Government bond futures traded as a hedging instrument to manage duration risk for longer term corporate bond portfolio (average duration 3.5 years). Minimal duration risk for short term bond portfolio (average duration 0.4 years), so hedging tools unnecessary. • CDS (index and individual name) also used to manage macro and micro credit risk. Presently running 75% (Long) and 25% (short). • Excellent contact with sales, trading and syndicate desks on sell side and with other investors (real money and hedge funds). • Established contact with more than 20 counterparties (investment banks and agency brokers). • Best risk adjusted return for 2009 and 2010. Sharpe ratio 2.1. Show less



PMA Europe / SPARX

• London, United Kingdom

• Director of Fixed Income, Chief Investment Officer, Credit

  • Aug 2004 - May 2007

  • European credit fund commenced trading 1st November 2004. I had complete control over trading and asset allocation. Assisted by two senior credit analysts (HY and distressed and emerging markets). • Portfolio characterised by consistent returns and low volatility (under 2.18%). Sharpe ratio 2% since inception. • Full range of credit products traded: leverage loans (first lien, second lien, mezzanine, PIKs, bridge loans) cash bonds (fixed rate and FRNs) and PIK notes, CDS, CLNs, and promissory notes. Also equity holdings traded for restructured credit situations (e.g., Drax, Parmalat, British Energy, etc). • Highly diversified portfolio. Investments spread across high grade (mostly from the short-side), high yield, leverage loans, emerging markets and distressed. • Active hedging strategies pursued for credit and interest rate risk. CDS used to hedge idiosyncratic/market/sovereign risk where necessary. Portfolio managed with low duration profile (average 2.5 years). • Active role in marketing fund to potential investors. • FSA CF27 Investment Management. • UK SIP Level 3 Certificate in Investment Management. Show less