About Shares in Value
Meet Our Research Team
Senior Equity Research AnalystJim has worked as an equity analyst and portfolio manager on Wall Street for 25+ years, first as an Institutional Investor-ranked electric utilities analyst with Goldman Sachs and Bear Stearns and then as a long-short equity portfolio manager with firms such as JP Morgan and Amaranth Advisors. Jim, a Chartered Financial Analyst (CFA), holds an MBA in Finance from the Wharton School of the University of Pennsylvania (graduated With Distinction), as well as an undergraduate civil engineering degree from the University of Notre Dame (Magna Cum Laude) and an MS degree in aeronautical engineering from the Air Force Institute of Technology.
Equity Research AnalystAkshay 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.
Equity Research AnalystZach has over 11 years of experience in equities, with expertise in healthcare, biotech, and pharmaceutical research. His experiences also boast equity research alongside a large market-neutral hedge fund, domiciled across Australia and Europe. Zach draws upon his previous experience as a specialist Physiotherapist, where he advised elite athletes and large corporates, to provide niche insights to healthcare, pharmaceuticals, and biotech investment. His analysis scrutinises a large investment outlay, taking a bottom up approach to company & industry analysis, equity valuation and growth drivers in a company's flywheel. He provides investors with a robust fundamental flavour and technical analysis from the charts, to guide their own investment reasoning. He relishes building out financial & valuation models, interpreting pricing actions and regularly meeting with management to provide investors the most effective investment guidance possible. Zach holds a bachelor of Physiotherapy and Master of Finance and is a candidate for the CFA designation.
Equity Research AnalystDaiviet 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.
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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