Highly skilled investment analyst with over 25 years of experience both on the sell-side at various investment banks and latterly on the buyside as a partner and head of research at two multi-billion dollar hedge funds.
Specialist in analysis of global industrials using a deep dive, balance sheet-focused approach. High returns achieved through identification of special situation opportunities both on long side (seeking a step change in profitability) and on short side (identifying balance sheet holes).
Now responsible for research at Fenician Capital Management, a London based equity long short hedge fund.
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