Hi John,
Max, founder of Finimize, here.
You already know about our smart, unbiased daily insights, but you might not know much about the team we put together to produce them.
They have over forty years of experience and three CFAs between them, so I asked them to introduce themselves properly, describe their personal investment styles, and let you in on what’s in their portfolios…
Carl Hazeley
What’s your background?
I spent six years at investment bank Goldman Sachs as an equity research analyst, and later led the firm’s coverage of internet companies.
How would you describe your investment style?
Long-term quality growth and valuation-agnostic.
What’s in your portfolio?
Wouldn’t you like to know! The majority’s passively invested in global stock market ETFs.
What’s your favorite piece you’ve worked on for Finimize?
I spotted an investment strategy that’s been performing the US stock market by 16%, so it was great to be able to share it.
Read: “An Investment Strategy That’s Outperformed The US Stock Market By 16%”
Milou Beunk, CFA
What’s your background?
Goldman Sachs for 10 years: first in private wealth management, then as an equity research analyst specializing in small and midcap stocks and business services companies.
How would you describe your investment style?
Macro and thematic investing.
What’s in your portfolio?
A core of ETFs and a satellite of interesting stocks.
What’s your favorite piece you’ve worked on for Finimize?
Probably “Three Reasons Small Stocks Have Big Potential”. That’s my specialty, after all.
Read: “Three Reasons Small Stocks Have Big Potential”
Andrew Rummer
What’s your background?
I spent a decade at Bloomberg, most recently as a managing editor – so I led around 70 people around the world covering global financial markets.
How would you describe your investment style?
Low-touch and lazy.
What’s in your portfolio?
Mainly low-fee ETFs tracking global stock markets.
What’s your favorite piece you’ve worked on for Finimize?
I got a chance to interview Bloomberg Intelligence’s head of market structure, who told me exactly how these free trading apps are selling you to make money.
Read: “How Free Trading Apps Sell You To Make Money”
Reda Farran, CFA
What’s your background?
I was an equity research analyst with Fidelity International for four years, where I focused on utilities, energy, and industrial companies.
How would you describe your investment style?
Long-term quality growth and occasionally opportunistic.
What’s in your portfolio?
Mostly ETFs tracking a mix of asset allocation strategies, and a few high-risk, high-potential reward stocks.
What’s your favorite piece you’ve worked on for Finimize?
It’s got to be “Why Wind Stocks Prevail Over Solar”. I think it’s a really exciting time for renewable stocks.
Read: “Why Wind Stocks Prevail Over Solar”
Stéphane Renevier, CFA
What’s your background?
I started out as a multi-asset analyst at Schroders, and then spent three years as a portfolio manager at Wells Fargo, where I led the commodity and currency research groups.
How would you describe your investment style?
Quantamental: combining fundamental insights with quantitative rigor.
What’s in your portfolio?
A core risk-based allocation to global equities, bonds, and commodities, complemented with asymmetric tactical trades.
What’s your favorite piece you’ve worked on for Finimize?
I only started this week, so watch this space!
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