Profil
Mr. Mark H.
Eady is Partner & Portfolio Manager at Armajaro Asset Management LLP.
He formally joined Armajaro in April 2013.
He joined Armajaro from TT International where he was a Partner & Portfolio Manager of their long/short financials fund from 2006-12, and also had responsibilities for European stock selection for their long-only and long/short products from 2002.
Prior to moving into asset management, Mr. Eady was a Managing Director and Head of European Bank Research at Deutsche Bank.
His career in finance commenced in 1985 with Nikko Securities (Europe) where he was a European Equity Analyst before joining NatWest in 1990, and then Bankers Trust in 1998.
Mr. Eady graduated from Oxford University in 1985 with a degree in Politics, Philosophy and Economics.
Anciens postes connus de Mark H. Eady
| Sociétés | Poste | Fin |
|---|---|---|
Armajaro Asset Management LLP
Armajaro Asset Management LLP Investment ManagersFinance AAM is an active manager which invests through their funds across the main commodity sectors including soft commodities (particularly cocoa and coffee), sugar, biofuels and biofuel feedstock markets. They also invest in emerging market equities, derivatives and fixed-income with a macro focus | Gestionnaire de Portefeuille-Actions | 01/08/2015 |
TT International
TT International Investment ManagersFinance TT is an active, conviction-based manager which follows an absolute return/high alpha strategy, seeking positive absolute returns for their hedge funds and aiming for excess returns above relevant benchmarks for their long-only products. The firm believes that markets are structurally inefficient because they insufficiently discount geopolitical and other macro factors and because persistent behavioral biases cause asset prices to diverge from underlying fair value. They also believe that optimal results come from extracting value and protecting capital through all means available, including country allocation, thematic plays, sector rotation, stock selection and currency management. TT believes that success in global markets depends on integrating informed top-down views with robust company analysis. They perform fundamental analysis to identify asset mispricing and select stock based on pragmatic thinking, being flexible on style and choose valuation tools and risk factors on a case by case basis. The firm's research platform is central to their success and peer debate drives their research expertise and idea generation. All their strategies benefit from their operational platform and robust risk management and individual decision-makers are accountable. Their comprehensive risk management approach is fully embedded into their investment process and includes an iterative process between portfolio managers and the Risk Management team to best understand and manage portfolio, liquidity and counterparty risk. TT constructs concentrated portfolios comprised of their best ideas, selling stocks when they reach their price targets, when the investment case has changed, or to make room for better ideas. | Analyst-Equity | 01/10/2012 |
Deutsche Bank AG (Broker UK)
Deutsche Bank AG (Broker UK) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/07/2003 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
TT International
TT International Investment ManagersFinance TT is an active, conviction-based manager which follows an absolute return/high alpha strategy, seeking positive absolute returns for their hedge funds and aiming for excess returns above relevant benchmarks for their long-only products. The firm believes that markets are structurally inefficient because they insufficiently discount geopolitical and other macro factors and because persistent behavioral biases cause asset prices to diverge from underlying fair value. They also believe that optimal results come from extracting value and protecting capital through all means available, including country allocation, thematic plays, sector rotation, stock selection and currency management. TT believes that success in global markets depends on integrating informed top-down views with robust company analysis. They perform fundamental analysis to identify asset mispricing and select stock based on pragmatic thinking, being flexible on style and choose valuation tools and risk factors on a case by case basis. The firm's research platform is central to their success and peer debate drives their research expertise and idea generation. All their strategies benefit from their operational platform and robust risk management and individual decision-makers are accountable. Their comprehensive risk management approach is fully embedded into their investment process and includes an iterative process between portfolio managers and the Risk Management team to best understand and manage portfolio, liquidity and counterparty risk. TT constructs concentrated portfolios comprised of their best ideas, selling stocks when they reach their price targets, when the investment case has changed, or to make room for better ideas. | Finance |
Deutsche Bank AG (Broker UK)
Deutsche Bank AG (Broker UK) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Armajaro Asset Management LLP
Armajaro Asset Management LLP Investment ManagersFinance AAM is an active manager which invests through their funds across the main commodity sectors including soft commodities (particularly cocoa and coffee), sugar, biofuels and biofuel feedstock markets. They also invest in emerging market equities, derivatives and fixed-income with a macro focus | Finance |
















