Sergejs Kovalonoks, CFA

Experience

• 

  Hérens Quality Asset Management AG

  Jun 2011 - Feb 2019

  Senior Financial Analyst

  • Managed Quality USA portfolio (S&P 500 benchmark)• Bottom-up securities selection• Leading projects oriented on minimizing portfolios volatility and improving the breadth of potential candidates• Full support of highly performing thematic baskets (Top 15, Top 8) - Top 10th percentile byperformance and risk stats globally

• 

  Alphinox

  Feb 2019 - Dec 2019

  Head of Research

  • Developed systematic Global Macro view perspective• Continuous quest for finding better allocation and selection tools for all regional portfolios• Integrated passive flows dynamics (ETFs) into discretionary asset management - getting prominent signals to allocate capital within sectors and economies• Deep research of market trends, style, sectors tilts, and economic cycles

• 

  EToro

  Jan 2020 - now

  Partner

  • Launched a new long/short portfolio for eToro based on a proprietary model that integrates systematic Macro overlay and EVA framework, consistent outperformance vs. the selected benchmark.• Involved in writing blog posts, research, and building new tools for capturing macro-dynamics and market regimes. • Communication with clients and establishing a further business point of contact.