Apr 2012 – Sep 2018 · 6 yrs 5 mos · London, United Kingdom

• Responsible for development of FIL's US equity research team both on both long and short side. In addition lead global technology and real estate teams. Developed analytic tools with data scientists to support fundamental analysts and PMs in their decision making.

Aug 2009 – Apr 2012 · 2 yrs 8 mos · London, United Kingdom

• Responsible for integrating fundamental investing knowledge into quantitative models at sector and market level (quantamental approach.) Part of team co-managing Global Value, Global Quality and US Core products.

Nov 2003 – Aug 2009 · 5 yrs 9 mos

• Co-managed Bernstein's value research effort in London, directly responsible for European Value and UK Value products and member of Europe/UK/Global investment committees. Helped launch Global Opportunities Hedge Fund with $130 million in funding in first year.

Jul 1997 – Nov 2003 · 6 yrs 4 mos

• Global analyst covering multiple global sectors including industrials (autos/auto parts, construction, contracting, housing, general industrials), materials (building materials, cement, other commodities) and real estate. Worked on large cap and small cap teams.
• Recommendations averaged $4 billion (5-12% of funds) and strongly outperformed sector/market benchmarks.
• Worked closely with Research Directors for Global, Emerging, Japan, UK and US Value funds.

Aug 1995 – Jul 1997 · 1 yr 11 mos

• Performed corporate strategy, valuation and transaction work for financial services companies including commercial banks, investment banks, finance companies and insurance companies.

Jun 1994 – Aug 1994 · 2 mos

• Associate, Investment Banking

Jan 1990 – Jan 1993 · 3 yrs

• Conducted economic and financial research with staff economists and senior policymakers on bank merger impacts, transmission of international financial shocks, and other ad hoc topics for (pre-FOMC) open market meetings.