Wium is 可用 租用
雇佣 WiumWium马伦
验证专家 in 金融
金融专家
位置
Cape Town, Western Cape, South Africa
至今成员总数
2021年9月23日
Wium is a global investment analyst with 15+ years of experience at multinational asset management firms like 联 and Old Mutual. As a founder of an independent equity research firm, 威廉擅长研究, 财务分析, 建模, 投资创意的产生, 公司估值. He has covered 60+ global listed large-cap companies across all major emerging and developed markets, 专注于互联网, 电信, 媒体, 技术, 医疗保健, 工业部门.
案例研究
工作经验
创始人|分析师
2020年至今
吉祥的研究
- Founded this fully independent, fundamental, and quantitative equity research firm. It is focused on companies in the 电信munication, 媒体, 技术, 互联网, and 医疗保健 sectors in the global emerging markets.
- Supervised idea generation focused on quality stocks and trading below their intrinsic value with sound corporate governance.
- Incorporated an artificial intelligence 技术-based quantitative multifactor screening model using deep neural network and recurrent neural network models.
- Published investment research on various independent global platforms.
- Oversaw investment idea capturing on several global alpha capture platforms.
Focus areas: 股票研究, Chartered Financial Analyst (CFA), 资产估值, 股权研究分析, 股票估值, Factset, 财务分析, 金融建模, Microsoft Excel, 微软演示文稿, 微软文字处理软件, 研究, TensorFlow, 演讲, 投资者的演讲, 亚太(亚太地区), 收入 & 费用预测, 估值建模, 估值, Excel专家, 投资备忘录, 业务分析, Three-statement建模, 金融服务, 报告, 买方, Excel 365, 商业模式, 网络媒体, 订阅, 资产管理, 股票市场, 交易, 股票交易, 投资, 定量研究, 商业策略, 投资分析, 股票分析, 股票市场, 股票价格分析, 价值分析, 金融作家, 资本市场, 上市公司
投资分析师
2013 - 2019
旧互助投资集团
- Managed the assigned sectors as a senior equity analyst for the global emerging market equity fund.
- Performed fundamental and quantitative analyses of companies in different sectors, 包括电信, 互联网, 媒体, 技术, 医疗保健, 忠诚计划, 工业, 及资讯科技服务.
- 进行详细的研究, 金融建模, 估值, and wrote research reports and investment recommendations.
- Created and implemented the investment philosophy, 过程, and due diligence documentation for the global emerging market product.
- Evolved and implemented the proprietary corporate governance analysis 过程.
- Developed and applied the proprietary stock screening 过程. It included defining metrics used as well as creating and automating models and methodology.
- Developed, executed, and automated earnings revision monitors and quantitative overlay tools.
Focus areas: Chartered Financial Analyst (CFA), 股票研究, 资产估值, 彭博终端, 股权研究分析, 股票估值, Factset, 财务分析, 金融建模, Microsoft Excel, 微软演示文稿, 微软文字处理软件, 研究, 演讲, 投资者的演讲, 亚太(亚太地区), 收入 & 费用预测, 估值建模, 估值, Excel专家, 投资备忘录, 业务分析, Three-statement建模, 金融服务, 报告, 买方, Excel 365, 商业模式, 网络媒体, 订阅, 风险管理, 资产管理, 股票市场, 投资, 定量研究, 投资分析, 股票分析, 股票市场, 股票价格分析, 价值分析, 金融作家, 资本市场, 上市公司
Assistant Vice President | Equity Analyst
2006 - 2012
联
- Spearheaded the equity research coverage of emerging markets 电信munication stocks in the EMEA region since mid-2009.
- Managed a spectrum of the US, European, and international portfolios. Performed detailed research, 建模, and 估值. Wrote reports and communicated investment recommendations to portfolio managers based in London, 纽约, 及香港.
- Held joint responsibility for coverage of developed market 电信munication stocks in Europe, including the large-cap incumbents and multinational 电信 operators, 卫星运营商, 有线电视公司, and data center operators since mid-2011.
- Maintained research-driven sector-orientated paper portfolios and proprietary corporate governance research database.
- Received an “Above and Beyond” recognition award in 2011 for work done on Millicom and MTN for the new global 技术 portfolio manager.
Focus areas: 股权研究分析, 金融建模, 股票估值, Chartered Financial Analyst (CFA), 股票研究, 资产估值, Factset, 彭博终端, 财务分析, Microsoft Excel, 微软演示文稿, 微软文字处理软件, 研究, 演讲, 投资者的演讲, 收入 & 费用预测, 估值建模, 估值, Excel专家, 投资备忘录, 业务分析, Three-statement建模, 金融服务, 报告, 买方, Excel 365, 商业模式, 风险管理, 资产管理, 股票市场, 投资, 投资分析, 股票分析, 股票市场, 股票价格分析, 价值分析, 资本市场, 上市公司
审计助理经理
2003 - 2006
普华永道
- Managed external audits as a senior in-charge in a wide range of industries, 包括建设, 农业, 公共部门, 制造业, 纺织, 零售, 金融服务, 法律部门, and entertainment industries.
- 借调到夏洛特, 美国, during 2005-2006 as a senior associate to assist in external audits of various companies in the 零售, 工业生产, 以及核动力工业.
- Participated actively in the Free State Employment Equity Committee, helping establish compliance with the Employment Equity Act within PricewaterhouseCoopers. Was a member of the Free State Ethics Committee.
重点领域:会计, 审计, Excel专家, Three-statement建模, 金融服务, Excel 365, 商业模式
教育
2002 - 2003
Bachelor of 会计 Honours Degree in 会计
自由州大学 - Bloemfontein, South Africa
1999 - 2001
学士学位 in 会计
自由州大学 - Bloemfontein, South Africa
认证
2010年9月至今
Chartered Financial Analyst (CFA)
CFA协会
2008年12月至今
注册会计师
South African Institute of 注册会计师s
Skills
金融
Chartered Financial Analyst (CFA), 金融建模, 资产估值, 股票研究, 股权研究分析, 股票估值, DCF估值, 估值, 股票价格分析, 会计, 预测, 收入 & 费用预测, 股票交易, 税收, 财务管理, 可比公司分析, 贴现现金流(DCF), 估值建模, 投资备忘录, Three-statement建模, 基本面分析
行业专业知识
资产管理, 资本市场, 上市公司, 金融服务
地理专业
亚太(亚太地区)
输出的软件
Microsoft Excel, 微软演示文稿, 微软文字处理软件
Data & 分析软件
Factset
其他
财务分析, 研究, 股票市场, 投资, 定量研究, 投资分析, 股票分析, 股票市场, 价值分析, 金融作家, 演讲, Excel 365, 商业模式, 网络媒体, 订阅, 风险管理, 交易, 商业策略, 彭博终端, TensorFlow, 审计, Excel专家, 投资者的演讲, 业务分析, 报告, 买方, 台湾海陆运输公司
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