About

I am a global investor with 17 years market experience. Having worked on both the sell-side and the buy side, in roles ranging from equity strategy, stock analysis and fund management to global long/short investment analysis, I apply my knowledge and skill to identifying speculative opportunities at the intersection of macro and micro. I am not wedded to a particular school of investing, recognising that markets can, for significant periods of time, favour one particular style over another; simply put, I am seeking to find money making opportunities in prevailing market conditions, rather than arguing that a particular idea of ‘value’ should be recognised and rewarded by markets.

Please feel free to comment on my posts.

You can contact me on ThemaInv@gmail.com

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