With a career spanning fundamental investment management and alternative data innovation, I bring a unique combination of healthcare sector expertise, proven stock-picking performance, and advanced data analysis skills aligned with the evolving demands of modern, research-driven investment teams.
I specialize in bridging fundamental research and quantamental methods to enhance valuation frameworks and generate long-term, risk-adjusted alpha in the healthcare sector. My work reflects a continuous focus on integrating financial insight, scientific understanding, and data science to identify value within complex innovation ecosystems.
Career Highlights
🧠 Early Career — Sell-Side Equity Research (Crédit Lyonnais)
Began as a Sell-Side Analyst, later promoted to Head of Pharma Research at Crédit Lyonnais.
Led healthcare sector coverage, developed fundamental valuation models, and produced investment recommendations for institutional clients.
💼 Buy-Side Research and Investment Management (Edmond de Rothschild)
Joined Edmond de Rothschild as a Buy-Side Analyst, specializing in healthcare equities.
Expanded coverage to Special Situations and Event-Driven strategies, combining fundamental research with catalyst-based analysis to identify alpha-generating opportunities.
🎯 Portfolio Management — (Edmond de Rothschild Active Strategies)
Managed up to $200M AUM in a long/short event driven equity strategy with a focus on healthcare.
Delivered consistent outperformance with top-decile, risk-adjusted returns, ranked #2 by Citywire (YE 2014).
💡 Alternative Data and Quantamental Investments
Founded and led a multidisciplinary team (NLP, data science, and engineering) to develop an AI-driven proprietary platform that integrates structured and unstructured data to produce healthcare alternative data and investment insights.
Technical Proficiency
Experienced in Python and proficient in Bloomberg for financial analysis and valuation modeling.
Strong background in financial model design and automation, integrating quantitative and fundamental approaches to improve consistency, speed, and scalability.
Developed a hybrid LLM automation framework that combines autonomous and supervised agents to extract and structure information from large document sets enhancing data-driven research and valuation across the healthcare and life sciences sectors.
Recognitions
New Alpha / Morningstar: Emerging Manager of the Year (2015)
Citywire A-rated Portfolio Manager (March 2015)
Best Healthcare Analyst – Stock Picking (2004, RQ)
Starmine Ranking: #5 in 2004, #3 in 2003