Paul Carthy, CFA

Experience

• 

  Deutsche Bank

  Jan 1996 - Jan 1998

  Fund Controller

  Led the compliance oversight of 100+ unique investment portfolios

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  Bank of Ireland Asset Management

  Jan 1998 - Jan 2006

  Senior Portfolio Construction Manager

  • Led a number of portfolio construction teams in delivering consistently high performance across Model management & Order Management and the FX Dealing Desk • Managed a range of projects including a significant process re-modelling initiative that reduced operational risk• As a member of BIAM’s Mandate Review Group, I assessed new business proposals ensuring the business could deliver on clients’ expectations and manage risk around non-standard requirements

• 

  Bank of Ireland Asset Management

  Jan 2007 - Jan 2011

  Equity Research Analyst

  Responsible for covering the Global Healthcare sector.

• 

  State Street Global Advisors

  Jan 2011 - now

  Vice President Equity Research & Portfolio Manager for Global Ethical Value strategy

  • Equity Research analyst covering the Global Healthcare sector in SSGA's Fundamental Value investment team for more than 15 years, generating annualised return of almost 13% over the period (c. 350 bps p.a. ahead of benchmark*)• Portfolio Manager for Global Ethical Value strategy - a diversified Global equity portfolio • Successfully co-managing two healthcare portfolios of 20+ stocks with assets of approx. €350m• Exceptional long term alpha generator based on a repeatable process combining deep domain knowledge from over a decade and a half investing in the Healthcare arena combined with deep fundamental analysis with a long term ROIC focus• Screened, researched, developed and pitched investment opportunities to internal portfolio managers and drove effective, timely decision making• Assessed and challenged investment cases from global sector analysts as part of peer review process ensuring key investment controversies were addressed* Vs MSCI World Healthcare Index Show less