My focus is on analysing equities in the healthcare and capital goods industries spanning the UK, EU and US. The process involves me learning about the fundamental strengths and weaknesses of a business, modelling different scenarios for its prospects and interviewing management, suppliers, competitors and customers. I read widely around the business forming and updating a view on the shares in regards to ability to create economic profits, generate cash and returns for investments, which are all relative to the price on offer.
My qualifications include:
- CFA Charterholder since 2013
- Bachelor in Medicine and Surgery (Honours)
- Diploma in Investment Advice
- Applied Wealth Management
- Investment Management Certificate
- Corporate Finance - Regulation
A bit of running, cycling, swimming, exploring and reading.
My areas of expertise
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