Sophocles Sophocleous, CFA

Investment Advisor at VERAISON Capital AG
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Contact Information
us****@****om
(386) 825-5501
Location
CY
Languages
  • English Native or bilingual proficiency
  • Greek Native or bilingual proficiency
Skills

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Nick Corby

I have known Sophocles for a while and I came to highly value his analytical and research abilities within the Emerging markets. My fund's performance depended on us finding mispriced opportunities and he was instrumental in the investment process. Plus I enjoyed working with him. Nick Corby

Mark Slater

I worked with Sophocles at Argo. He was a very good and thoughtful analyst who has clear ideas about the valuation of investments. I would recommend him as a reliable and personable individual.

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Credentials

  • Advanced Certification (Portfolio Management, Investment Advice, etc)
    Cyprus Securities and Exchange Commission
    Jan, 2013
    - Nov, 2024
  • Professional Risk Manager
    PRMIA - Professional Risk Managers' International Association
    Jun, 2004
    - Nov, 2024
  • Financial Risk Manager
    Global Association of Risk Professionals
    Nov, 2003
    - Nov, 2024
  • CFA Charterholder
    CFA Institute
    Sep, 2002
    - Nov, 2024

Experience

  • VERAISON Capital AG
    • Switzerland
    • Investment Management
    • 1 - 100 Employee
    • Investment Advisor
      • Jan 2022 - Present

      • Member of the investment team. • Research, recommend and discuss current and potential activist opportunities. • Member of the investment team. • Research, recommend and discuss current and potential activist opportunities.

  • Cyprus Value Investor Conference
    • Cyprus
    • Financial Services
    • Co-Founder
      • Sep 2016 - Present

      • Co-founded an annual, by-invitation event where fund managers from around the world gather to exchange investment ideas and network in a casual setting. • Organize, participate, market, and find sponsors such as Refinitiv, E&Y, etc. • The event’s success has allowed me to build relationships, grow my network, provide me with a great source of investment ideas, and expand my own knowledge. • Co-founded an annual, by-invitation event where fund managers from around the world gather to exchange investment ideas and network in a casual setting. • Organize, participate, market, and find sponsors such as Refinitiv, E&Y, etc. • The event’s success has allowed me to build relationships, grow my network, provide me with a great source of investment ideas, and expand my own knowledge.

  • CIIM - Cyprus International Institute of Management
    • Cyprus
    • Education Management
    • 1 - 100 Employee
    • Visiting Lecturer
      • Feb 2017 - Present

      • Created and teach, a first of its kind for Cyprus, practical course on active portfolio management, where students discuss stock ideas in class, and get to speak to professionals from my network. • MBA/Master’s students have commented that it was the best and most useful class they took. • Created and teach, a first of its kind for Cyprus, practical course on active portfolio management, where students discuss stock ideas in class, and get to speak to professionals from my network. • MBA/Master’s students have commented that it was the best and most useful class they took.

  • European University Cyprus
    • Cyprus
    • Higher Education
    • 300 - 400 Employee
    • Lecturer at the School of Professional Studies
      • Jan 2019 - Present

      • Teach the CFA Level 1, covering around 1/3 of the material in Nicosia and Limassol. • Topics: Corporate Finance, Equity Investments, Fixed Income • Teach the CFA Level 1, covering around 1/3 of the material in Nicosia and Limassol. • Topics: Corporate Finance, Equity Investments, Fixed Income

  • FatAlpha
    • Market Research
    • Blogger
      • Jul 2012 - Present

      On the blog, I share my personal views on stocks and the markets. On the blog, I share my personal views on stocks and the markets.

  • SPA Financial Services Ltd
    • Cyprus
    • Investment Management
    • 1 - 100 Employee
    • Head Of Asset Management
      • Oct 2019 - Dec 2021

      • Actively manage a USD-denominated balanced fund (large-cap global equities, high yield (HY) and investment grade (IG) bonds) and a EUR-denominated bond fund (HY/IG). The funds were Actively Managed Certificates (AMCs) under Julius Baer (Switzerland). • Under my management both funds outperformed their respective benchmarks. • Actively manage a USD-denominated balanced fund (large-cap global equities, high yield (HY) and investment grade (IG) bonds) and a EUR-denominated bond fund (HY/IG). The funds were Actively Managed Certificates (AMCs) under Julius Baer (Switzerland). • Under my management both funds outperformed their respective benchmarks.

  • cdbbank (The Cyprus Development Bank Public Company Ltd)
    • Cyprus
    • Banking
    • 1 - 100 Employee
    • Portfolio Manager (Contract)
      • Jul 2014 - Dec 2018

      • Managed institutional equity portfolios under an agreement with the financial arm of the Cyprus Development Bank (CDB Global Capital). Specifically, I managed a U.S. deep value equity portfolio, and a long-short market neutral equity portfolio. • Managed institutional equity portfolios under an agreement with the financial arm of the Cyprus Development Bank (CDB Global Capital). Specifically, I managed a U.S. deep value equity portfolio, and a long-short market neutral equity portfolio.

  • Argo Capital Management Ltd
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Executive Director
      • Sep 2002 - Feb 2014

      • Award winning London-based distressed debt and high yield Emerging Markets hedge fund manager with peak AUM >$3B. • Evaluated and researched high yield and distressed debt opportunities across Emerging Markets. • Designed and maintained a quantitative macro model the firm used to assess sovereign default probability. Used regression and financial models to access high yield corporate credits. • Traded a $20m Asian equity portfolio for the Special Situations Fund. • Responsibilities in numerous firm activities, including portfolio management, restructurings, etc.

  • European University Cyprus
    • Cyprus
    • Higher Education
    • 300 - 400 Employee
    • Lecturer at The School of Professional Studies
      • Nov 2002 - May 2003

      • Taught the CFA Level 1 course. • Taught the CFA Level 1 course.

  • C.N. Hadjigavriel Stockbrokers Ltd.
    • Nicosia, Cyprus
    • Head Investment Analyst
      • Oct 2000 - Aug 2002

      • Setup the research department which covered Cypriot equities. This included the creation of an internal network shared database with fundamental stock data that helped brokers, writing research reports, and establishing relationships with the IR/CFOs of publicly traded firms. • Co-managed the Employees' Provident Fund that generated positive returns during the market crash. • Setup the research department which covered Cypriot equities. This included the creation of an internal network shared database with fundamental stock data that helped brokers, writing research reports, and establishing relationships with the IR/CFOs of publicly traded firms. • Co-managed the Employees' Provident Fund that generated positive returns during the market crash.

  • Equity Securities Investments Ltd.
    • Greater Minneapolis-St. Paul Area
    • Investment Banking Analyst
      • May 2000 - Sep 2000

      Research & firm valuation. Projects worked on involved restructuring, asset sales and M&A Research & firm valuation. Projects worked on involved restructuring, asset sales and M&A

  • University of Illinois Urbana-Champaign
    • United States
    • Higher Education
    • 700 & Above Employee
    • Teaching Assistant
      • Jan 2000 - May 2000

      Taught corporate finance to sophomores. Three classes a week (~130 students), wrote exams questions, held office hours, assigned homework and grades, etc. Taught corporate finance to sophomores. Three classes a week (~130 students), wrote exams questions, held office hours, assigned homework and grades, etc.

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Semester Intern
      • Jan 1998 - May 1998

      Cold called potential clients for broker I worked for, spreadsheet data collection and organization, made notes on charts based on broker's methodology. Cold called potential clients for broker I worked for, spreadsheet data collection and organization, made notes on charts based on broker's methodology.

  • Parma Brokerage
    • Nicosia, Cyprus
    • Summer Intern
      • Jul 1997 - Aug 1997

      Worked on floor of exchange, conducted financial analysis and research Worked on floor of exchange, conducted financial analysis and research

  • United States Embassy
    • Nicosia, Cyprus
    • Security
      • Jan 1996 - Jul 1996

      Scanned individuals and vehicles, patrolled embassy grounds, and general safety measures to ensure the security of the premises. Scanned individuals and vehicles, patrolled embassy grounds, and general safety measures to ensure the security of the premises.

  • Cypriot National Guard
    • Real Estate
    • 1 - 100 Employee
    • Lance Corporal
      • Jul 1994 - Jan 1996

      • In-charge of a 12-man troop house on the “green line” (military border). • Establish a rapport with the United Nations soldiers in my troops’ area of control. • Acted as translator between highly ranked Greek Cypriot Military and United Nations. • In-charge of a 12-man troop house on the “green line” (military border). • Establish a rapport with the United Nations soldiers in my troops’ area of control. • Acted as translator between highly ranked Greek Cypriot Military and United Nations.

Education

  • University of Illinois at Urbana-Champaign
    Bachelor of Arts (BA), Double major in Economics and Finance
    1996 - 1999
  • American Academy Nicosia, Cyprus
    High School
    1984 - 1994

Community

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