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Sam Duncan Twidale
Gestionnaire de Portefeuille-Actions chez
DNR Capital Pty Ltd.
Finance
Profil
Mr. Sam D.
Twidale, CFA, is a Portfolio Manager at DNR Capital Pty Ltd. He joined the firm in September 2017.
He has over 20 years of investment experience.
Mr. Twidale having previously worked as a European portfolio manager at Schroders in London for over seven years.
Prior to this, he worked at Citigroup in London as an equity research analyst covering the resources sector.
He commenced his career in the advisory division of PriceWaterhouse Coopers in Brisbane.
He has a Bachelor of Economics and Bachelor of Commerce from the University of Queensland, a Graduate Certificate in Business Administration from the Queensland University of Technology, and is a CFA charter holder.
Postes actifs de Sam Duncan Twidale
| Sociétés | Poste | Début |
|---|---|---|
DNR Capital Pty Ltd.
 DNR Capital Pty Ltd. Investment ManagersFinance DNR Capital constructs long-term, high conviction, concentrated investment portfolios. There are a number of factors considered in the portfolio construction process, including a top-down economic appraisal and portfolio risk characteristics, such as security and sector correlations. The firm has developed a proprietary “Quality Web” methodology, where they define quality companies as being those companies with the following five attributes: (1) earnings strength (particularly improving return); (2) superior industry structure; (3) balance sheet strength; (4) strong management; and (5) low environmental, social and governance (ESG) risk. | Gestionnaire de Portefeuille-Actions | 01/09/2017 |
Anciens postes connus de Sam Duncan Twidale
| Sociétés | Poste | Fin |
|---|---|---|
Schroder Investment Management Ltd.
 Schroder Investment Management Ltd. Investment ManagersFinance SIM is an active investment manager that utilizes a contrarian investment approach supported by fundamental, in-house research, regular company visits and their group's global network. Research is shared worldwide within the parent group and is organized in specialist teams, with local specialists contributing their expertise to global sector teams. The firm also utilizes their proprietary software, the Global Research Investment Database, to integrate and distribute in-house and external research, assisting investment managers in portfolio construction. They manage risk through another proprietary tool called Portfolio Risk Investment Strategy Manager (PRISM). | Analyst-Equity | - |
Citigroup Global Markets Ltd.
 Citigroup Global Markets Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/02/2010 |
Expériences
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Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
69
Relations au 1er degré
3
Entreprises liées au 1er degré
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Schroder Investment Management Ltd.
Schroder Investment Management Ltd. Investment ManagersFinance SIM is an active investment manager that utilizes a contrarian investment approach supported by fundamental, in-house research, regular company visits and their group's global network. Research is shared worldwide within the parent group and is organized in specialist teams, with local specialists contributing their expertise to global sector teams. The firm also utilizes their proprietary software, the Global Research Investment Database, to integrate and distribute in-house and external research, assisting investment managers in portfolio construction. They manage risk through another proprietary tool called Portfolio Risk Investment Strategy Manager (PRISM). | Finance |
Citigroup Global Markets Ltd.
Citigroup Global Markets Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
DNR Capital Pty Ltd.
DNR Capital Pty Ltd. Investment ManagersFinance DNR Capital constructs long-term, high conviction, concentrated investment portfolios. There are a number of factors considered in the portfolio construction process, including a top-down economic appraisal and portfolio risk characteristics, such as security and sector correlations. The firm has developed a proprietary “Quality Web” methodology, where they define quality companies as being those companies with the following five attributes: (1) earnings strength (particularly improving return); (2) superior industry structure; (3) balance sheet strength; (4) strong management; and (5) low environmental, social and governance (ESG) risk. | Finance |
