Experience

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  Wermuth asset management

  Jun 2006 - Jan 2009

  Portfolio adviser

  Portfolio manager for the Greater Europe Deep Value Fund (DVF) and the Greater Europe Deep Value Electricity Fund (DVFEL), the activist hedge funds which are the long term investment vehicles for achieving high volume returns over the medium term. DVF is a $180m closed-end fund with a three year lock-up period which was launched in July 2006. At its peak in March 2008 the Fund’s NAV was valued at $330m (C.80% gross return since inception). The Fund is focused on “Broad Value Investing”, primarily long/short listed equity/debt. Part of the Fund’s assets consists of PE, RED projects. Additional value was achieved by a pro-active approach with iron-ore, cement and electricity companies (having accumulated significant holdings in small subsidiaries the Fund pursued larger holdings to buy them back from the Fund). The Fund used leverage to enhance returns, and so was a victim of the last liquidity crunch. However, instead of selling assets at distressed levels the Fund managed to restructure its debt through raising additional subscriptions and thus managed to cover all its debts.DVFEL was launched in March 2008, being a $50m dedicated electricity fund investing only in electricity distribution and transmission companies. This investment concept is an early participation in this new sector of development. The Fund used no leverage.My primarily responsibilities included but were not limited to:• Generating and researching long/short term ideas for both hedge funds through management meetings One-on-One in Moscow/London/Frankfurt or by either hounding them at their locations.• Responsible for the trading part of the portfolios. Seen as a long-term investor with a low turnover for the funds managed. Based on the size of the funds I used special situation trades to manage all of the funds.• Discovering various long options and large cap shorts. Supported by full-time research staff generating positive bets and long/short pair trades for the funds. Show less

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  Vtb capital

  May 2009 - Sept 2014

  Portfolio adviser

  Managed Russian and global portfolios as part of a $5 billion investment management team. Portfolio Manager for 8 sector mutual funds and discretionary accounts with assets in excess of $40m. Strategies aim to provide superior long-term capital growth by investing primarily in value and aggressive growth all-cap, global companies believed to be attractively valued and to have significant profit growth or earnings recovery potential.• The funds were among the best performing funds among peer groups for 2012/2013/2014.• Performed in the top quartile for dividend strategy discretionary accounts, with a +17% return for 2012, +28% for 2013 and +3% YTD 2014. Successfully launched and managed Global divi fund with a +18% YTD performance.• Managed all client portfolio investment decisions – actively cover and develop models for commodity, infrastructure, telecom, financials and consumer sectors.• Member of Portfolio Management Investment Committee managing $500m in equity assets. Show less

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  Promsvyaz asset management

  Oct 2014 - now

  Portfolio manager for global markets

  Responsible for several USD managed accounts and the mutual fund Promsvyaz – Global Funds for a total of $20m consisting of global stocks and ETFs. These are actively managed strategies based on a concentrated equity portfolio investing in select global ETFs and companies. There is considerable flexibility to take focused views on the most attractive ideas and exploit the bestopportunities to produce alpha. These funds are diversified across sectors and countries to offer broad coverage of the global market.- The strategies and fund have consistently outperformed a peer group and benchmarks YTD.- Responsible for idea generation, screening, financial modelling, investment decisions, final portfolio construction, trading and execution for the accounts.- Developed a number of new global strategies such as Commodities, Special Situations, European Equities and BRIC.- Performed extensive risk management to mitigate losses during market corrections and bear cycles to maximize client return.- Responsible for writing investment reports, presentations, client and sales team communications. Show less