Partner

• Feb 2023 - Present

Head of Data Team (Quantitative Analysis)

• Dec 2020 - Present

Lead quantitative investment analysis and systematic investment strategies, primarily in Python, Pandas, & Numpy.o Designed and back-tested systematic strategies that the fund currently employs including: Value and momentum equity strategies back-tested on a dataset of 17,000 equities that I constructed and cleaned, using market-cap weights and 6-month rebalance cycles; Sector specific strategies for consumer-staples and commodities equities; Currency strategies based on excess carry, PPP, and momentum, back-tested on data since the 1970s.o Set-up Git repositories to manage version control and separate production and development branches.o Built analysis, back-testing, visualisation tools, and data libraries from scratch, accelerating processing with Numba.o Automated Bloomberg and CapIQ data collection, processing, and storage systems, which are used daily to visualise markets and monitor trading signals. e.g. expected equity returns given valuation and momentum.Created SQL, VBA, Excel, C#, & Python based fund reporting infrastructure and trade management systems:o Wrote stored procedures and functions in SQL to monitor fund performance and track the portfolio. Scheduled these processes using the SQL Server Agent with reports emailed out using C# and Python. o Built Excel & VBA based portals that researchers use to upload trade orders to SQL prior to execution.

Associate Partner

• Mar 2021 - Mar 2023

Analyse equities in sectors that include consumer staples, commodities, banking, industrials, and US & Chinese technology. o Read quarterly and annual reports to understand the competitive dynamics of each business and to calculate pro-forma valuation multiples. Indeed, I spend a large proportion of my spare time doing this.o Liaise with investment banks’ equity research analysts to help form sector views. o Employ complex financial modelling in Excel and VBA to forecast cash flows and calculate IRRs, e.g. finite-resource commodity equities and restaurant companies’ high-yield bonds through COVID lockdowns.o Added several of my own equity ideas to the portfolio.Manage and train analysts as Head of the Data Team and Associate Partner.Led research efforts to build the high-yield portfolio and was designated the high yield ‘Champion’.Founded an “Investment Club at the Pub” where we discuss industries and investment books.

Investment Analyst

• Feb 2019 - Dec 2020

Consultant

• Sep 2017 - Feb 2019

Covered Nitrogen and Phosphate commodity markets. Editor of the CRU Ammonia, Ammonium Nitrate, and Industrial & Food Phosphates Market Outlooks, which were used to facilitate a multi-billion bond offering. Built and maintained large commodity models that tracked and forecast supply, demand, and trade flows. Streamlined this process with advanced excel and VBA skills and used R to forecast prices. A key speaker at the SME Mining Conference in Florida. Covered Nitrogen and Phosphate commodity markets. Editor of the CRU Ammonia, Ammonium Nitrate, and Industrial & Food Phosphates Market Outlooks, which were used to facilitate a multi-billion bond offering. Built and maintained large commodity models that tracked and forecast supply, demand, and trade flows. Streamlined this process with advanced excel and VBA skills and used R to forecast prices. A key speaker at the SME Mining Conference in Florida.

Equity Analyst

• Sep 2015 - Sep 2016

I worked for Koon Yew Yin, Malaysia’s most famous stock investor. Through the process of losing lots of money, I learnt how markets work, valuation skills, and how to manage my emotions. Since then, I have managed my family’s investment fund with an emphasis on valuation and a long-term hold with minimal churn. It is currently concentrated in Chinese technology, commodity companies, and UK banks. I worked for Koon Yew Yin, Malaysia’s most famous stock investor. Through the process of losing lots of money, I learnt how markets work, valuation skills, and how to manage my emotions. Since then, I have managed my family’s investment fund with an emphasis on valuation and a long-term hold with minimal churn. It is currently concentrated in Chinese technology, commodity companies, and UK banks.

Commodity Trading Executive

• Nov 2013 - Aug 2015

Tracked my department’s trading position, analysed market trends, and traded on the palm oil futures market. Presented reports to higher management on my teams strategy, performance and market outlook. Tracked my department’s trading position, analysed market trends, and traded on the palm oil futures market. Presented reports to higher management on my teams strategy, performance and market outlook.

Summer Analyst in the Economics Department

• Jun 2013 - Jul 2013

Attached as an intern to the Chief Economist at the Bank of Singapore. Assisted in research on middle income growth slowdowns applicable to South East Asia and China and on the European banking system’s health. I impressed to the extent that I was selected to make a speech to the CEO on the internship experience. Attached as an intern to the Chief Economist at the Bank of Singapore. Assisted in research on middle income growth slowdowns applicable to South East Asia and China and on the European banking system’s health. I impressed to the extent that I was selected to make a speech to the CEO on the internship experience.

Analyst Intern

• Mar 2013 - May 2013

Compiled a report on FIG and TMT investment banking personnel. Compiled a report on FIG and TMT investment banking personnel.

Research Intern

• Jun 2010 - Sep 2010

Assisted analysis into Chinese garment manufacturers and Malaysian agricultural equities. Assisted analysis into Chinese garment manufacturers and Malaysian agricultural equities.