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Meet Our Research Team

Akshay Bhaskar

Equity Research Analyst
Akshay has been with us since inception after significant valuation experience in both buy-side and sell-side equity research. With a very strong understanding of as-a-service business models, he specialises in the vast technology space that is bleeding into every industry. Along with technology, Akshay also has keen interest and expertise in the financial industry and consumer facing industries such as retail. His expertise extends beyond the Australian market and into the American and European markets through his past experiences. Akshay is a Master of Finance graduate from Bond University and also holds a bachelor’s degree in business management. He began his career at Thomson Reuters – a Canadian based firm with a market cap of $51 billion. Along with equities, he also comes with experience as a financial planner for high net-worth individuals and a business strategist for start-ups in the 3rd largest primary market in the world.

Akshay Bhaskar

Equity Research Analyst

Akshay has been with us since inception after significant valuation experience in both buy-side and sell-side equity research. With a very strong understanding of as-a-service business models, he specialises in the vast technology space that is bleeding into every industry. Along with technology, Akshay also has keen interest and expertise in the financial industry and consumer facing industries such as retail. His expertise extends beyond the Australian market and into the American and European markets through his past experiences. Akshay is a Master of Finance graduate from Bond University and also holds a bachelor’s degree in business management. He began his career at Thomson Reuters – a Canadian based firm with a market cap of $51 billion. Along with equities, he also comes with experience as a financial planner for high net-worth individuals and a business strategist for start-ups in the 3rd largest primary market in the world.

Daiviet Huynh

Equity Research Analyst

Daiviet has been in the global capital markets space for more than eight years with experience as a trader and quantitative analyst at a proprietary trading firm in London. He is a computer science graduate from Switzerland and holds a BA in Finance from Stamford International University. In 2016, Daiviet and his team won the fourth-best Equity Valuation Report at the CFA Institute Research Challenge among the top Universities in Thailand. Daiviet brings significant expertise to the table with his knowledge and exposure of commodity markets. His verticals include consumer staples, and the materials & mining sector.

Gareth James

Gareth James

Head of Equity Research

With over twenty years of corporate finance experience, Gareth is an influential voice in Australia’s financial services industry. He spent thirteen years as an Equity Market Strategist at Morningstar and worked in Deloitte’s Mergers and Acquisitions team. During his time at Ord Minnett’s, he was instrumental in advising clients on mergers and acquisitions across Europe and Australian markets.

Joining Shares in Value, Gareth brings extensive expertise to our award-winning team in financial analysis and investment valuations of publicly listed companies to identify undervalued opportunities.

Gareth holds a Bachelor’s Degree in Physics from the University of London and is a Chartered Financial Analyst (CFA).

Albert Einstein is widely credited with the saying” The definition of insanity is doing the same thing over and over again , but expecting different results“.

The traditional model of advisory services is expensive and extremely outdated covering the same old stocks repeatedly with a huge focus on only large cap stocks. We are trying to change it by not only just analysing the big players but also providing research on companies which have a lot of potential to go up .

The markets are a lot more complicated than they were 20 years ago and more and more companies are now more information based and technology based which can present a challenge for an everyday investor to stay on top of all this information

We want our clients to be empowered by our unique approach to investing and achieve their financial goals through our research and analysis. Whether you are a self-directed investor or managing a self-managed super fund (SMSF) our reports are simple and easy to read & understand to make informed decision. If you have any questions, your Shares In Value Specialist, supported by our research team, is available at any time to provide you with further insight and advice.

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