I am an investment professional with over 7 years of experience spanning quant equities, asset management, and private equity, working across both London and Paris. Currently, I work as an investment manager for a large French organization, where I oversee portfolio strategy and capital allocation decisions across a range of asset classes. Academically, I hold an MBA from MIT and a Bachelor of Commerce from the University of Melbourne. My investment philosophy is rooted in the Quality Growth approach. I look to invest in companies that demonstrate strong fundamentals, a proven track record of EPS growth, and critically, a visible path to future growth going forward. It’s a discipline that delivers over the long-term, and can lead to strong compounding effects. This approach has delivered average annualised returns of 16% since I began investing, a track record I’m proud of but never complacent about. Beyond the numbers, I’ve grown increasingly interested in the relationship between sustainability factors and long-run stock market returns. There’s a real and underexplored tension between sustainability considerations and traditional Quality Growth screens. My goal is to contribute meaningfully to that conversation and help spread knowledge in the investing community about Quality Growth investing. “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” — Warren Buffett I am not a financial advisor so please do your own due diligence before making any buy or sell decisions.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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