Summary
Victor Galliano is an experienced equity banks analyst, having covered Latin America banks and non-bank financials for over 12 years, as well as more recently covering the Italian banks. He has worked in sell side equity research for 30 years in a career spanning Barclays, HSBC, BBVA LatInvest, Barings and NatWest.
Galliano's Financials Research provides fundamental research in Emerging Markets financials, including FinTech, as well as financials in select Developed Markets.
The investment style applied is generally value oriented, although Growth At Reasonable Price (GARP) strategies can also be used where appropriate. Our investment research approach aim is often contrarian, looking to capitalise on overly sceptical or optimistic consensus views. In terms of valuation techniques, the focus is on PBV ratio to ROE, PE multiples and dividend yield, as well as the application of PEG ratios and, where appropriate, Sum of the Parts (SOTP) valuations.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
LATAM
Countries:
(generalist)
Sectors:
Financials
Content Verticals:
Equity Bottom-Up, Thematic (Sector/Industry)
Work Experience:
- Barclays, Italian and LatAm banks equity research
- HSBC, LatAm banks equity research
- BBVA (LatInvest) Securities, LatAm equity research/Head of research
- Barings Securities, Spanish equity research
- NatWest Securities, Spanish equities research