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Finimize Research
Independent in-depth research from Finimize
• Finimize

Location: United Kingdom

Joined: 09 January 2025

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Equity Bottom-Up • Thematic (Sector/Industry)

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Summary

Independent, in-depth research from Finimize, combining bottom-up and top-down fundamental analysis to identify investment opportunities. Reda Farran, CFA. Started as a sell-side equity analyst before joining an investment consultancy to help institutional investors with portfolio allocation and optimization. After that, Reda spent more than 4 years as an equity analyst at Fidelity, researching and investing in stocks across 5 different sectors including green energy and utilities. Russell Burns, MBA. Has over 25 years experience at investment banks in London and Tokyo, a Japan-based hedge fund, and a special situations advisory firm. He uses bottom-up and top-down analysis to identify investment opportunities. Theodora Lee Joseph, CFA. First and foremost a long-term investor, and prev...

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