Lukas Kotrba, CFA

Experience

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  RSJ Investments

  Jul 2013 - Sept 2014

  Junior Analyst

  I created and prepared financial models for evaluation of new possible investments in both emerging markets equity portfolio and new private equity projects in the earliest phases for our board of directors. One of my duties included the preparation of materials for reporting of portfolio performance.

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  RSJ Securities

  Sept 2014 - now

  Portfolio Manager

  The first part of my job is analysis. I have prepared models for analysis of different company types such as common companies, banks, insurance companies and REITs, which I use to find the value and future possible investments into managed portfolios. After conducting a thorough research I have to decide which investments are suitable for our clients or fund. The second part is portfolio management. I manage several client and foundations portfolios, make investment decisions, prepare trade instructions to brokers, report to the board and meet clients. I do every single step in the whole investment process from finding possible investments through analysis to creating final reports and letters from the asset manager. In the past I also co-managed one of our equity derivative funds which was focused on developed markets indicies. Since my acceptance into the parent company of the RSJ group I have been responsible for the fund for qualified investors which is focused on emerging markets. Show less