Punit Patel, CFA

Experience

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  Brooks Macdonald

  Mar 2011 - Feb 2019

  A voting member of the Asset Allocation Committee which oversaw guidance for £12bn in discretionary FuM as a key presenter to the broader committee I formally outlined my views and ideas for investment strategy and idea generation across multi asset portfolios in monthly and quarterly meetings.Responsible for producing equity strategy research for tactical and strategic asset allocation, providing key valuation insights across equity geographies and sectors. Interpreting top down macroeconomic data, earnings trends and estimates while supplementing this with fundamental bottom up insights. Accountable for the creation of quarterly presentation slide decks for clients to communicate current positioning and outlook. Presented this outlook to clients at investment seminars.A voting member on the Asset Selection Committee which was given the responsibility to oversee all investments and the creation of model portfolios across risk profiles. Advanced and refined the investment research processes across asset classes and was integral to the approach taken to develop the fund manager research process and helped in the formation of a central research library and research templates launched across 80+ contributing analysts/PM's across all asset classes.Built a internal ex-post risk and performance measurement system using VBA for in house portfolio managers that automatically generated data analysis across thousands of client portfolios and produced individual portfolio manager and team packs that included management information statistics. Part of the team that worked in conjunction with external risk management software developers to maintain and help design a ex-ante risk management system that monitored 10,000+ client portfolios.Member of equity committee with experience across multiple sectors and geographies. Generating high conviction, long term (3-5Yr+) equity investment ideas from multiple sources including quantitative screening. Show less

  • Deputy Head of Research

    Jun 2016 - Feb 2019

  • Investment Analyst

    Mar 2011 - Jun 2016
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  London & Capital

  Feb 2019 - now

  Focused on thematic equity research. Led the creation of L&C Growth and cyclical/recovery equity sleeves within Multi asset UCITS funds/portfolios.The "Growth Plus" portfolio strategy is a high conviction, focused quality growth equity mandate. The sleeve is approaching 5 yr strategy track record in November, tracking top quartile on a standalone basis vs. IA global peers. Low turnover process focused on compounding and "quality persistence", specifically looking for capital light businesses protected by a widening economic moat and strong competitive advantages. Exposure to subthemes such as payments, cloud computing, online advertising, semiconductor complexity, robotics and opportunities within software. As a result of strong relative performance of the growth strategy, we launched a UCITS fund (L&C Global Equity Opportunities) in May 2022. The combined strategy both UCITS and portfolio strategy has a circa 500m USD AuM. I was responsible for the launch of the UCITS fund which involved multiple stake holders both internal and external counter parties. Lead idea generation and ongoing coverage across growth equities. Led the creation of a cyclical recovery sleeve/basket consisted of high conviction quality equity recovery ideas. Created and launched at the depth of the crisis (27th March 2020) this opportunistic sleeve was designed with the intention of resiliency and balance sheet strength, focused on liquidity provisions to sustain cash burn allowing for a high probability of the business survival until normalization. Nature of the market fall created entry points in high quality franchise businesses with a view to "reopening". We began winding down exposure in May 2021.Present equity strategy views and current positioning to HNW clients and at institutional board meetingDaily management of UCITS funds, inflows, FX hedging and helping construct equity derivative overlays Show less

  • Senior Equity Fund Manager/Analyst

    Aug 2021 - now

  • Equity Fund Manager/Analyst

    Feb 2019 - Oct 2021