After graduating in Philosophy, Politics & Economics from St. Anne’s College, University of Oxford, Mark joined Fidelity International Limited in London in 2001. Time spent at Fidelity – one of the largest financial services groups in the world – provided a grounding in equity research skills and stock picking. During this time, Mark was fortunate to work with, and learn from, some of the best fund managers in the industry.
In 2004, Mark joined Trafelet & Company UK LLP (now renamed Habrok Capital Management LLP) for the launch of Delta Fund Europe. He worked as a member in the investment team for five years, during which time the Fund returned a Net Performance of +43% against the MSCI World Index -15%. His experience at such a successful long/short equity fund provided a broad investing education and an extensive exposure to listed companies around the world and across many sectors.
After travelling in early 2009, Mark began investing full time in his best stock ideas. He founded The Analyst in 2010, with the vision of building a market-leading, and independent, research platform, providing strong equity ideas for like-minded investors.
Tom is a key member of our research team, having joined The Analyst in 2011 from Fidelity. During his seven years at Fidelity, Tom covered IT Services and Software, Diversified Financials, Oil Services and E&Ps. Tom focuses on small and mid caps in Europe and brings a no-holds barred approached to his stock picking. Tom holds an MA in Philosophy, Politics & Economics from Worcestor College, University of Oxford.
Geraldine is a Partner and Chair of The Analyst. Drawing on her 30 years of industry experience, Geraldine takes an oversight role on all aspects of the business, in particular focusing on the mentoring and development of our analysts.
Geraldine joined Fidelity International in London in 1990, after periods at N.M Schroders and Harvard Securities. Having spent the early years of her career as an accountant, in 1993 Geraldine joined Fidelity’s prestigious Equity Research Team where, over the next seven years, she provided investment recommendations on a number of industries including Support Services and Distributors, Metals, Mining and Extractive Industries and Pan-European Insurance. In 2000 she took on the newly created role of Director Of Equity Research Associates and in 2002 was promoted to Head of Pan-European Equity Research where she managed a team of 75 highly talented investment professionals and supporting functions. From 2007 to 2009 Geraldine was Head of Investments – Multi-Manager Group where she rebuilt the Multi-Manager Investment Team and oversaw the successful integration of the Multi-Manager Team into the Investment Solutions Group.
James joined The Analyst from PricewaterhouseCoopers in 2014. As a Chartered Accountant, James adds an experienced accountancy and tax overlay to our research on many names, and also contributes sharp analytical skills and a keen interest in stocks. James holds a Masters degree in Chemistry from the University of Durham.
Andrea joined The Analyst in 2015 after completing a Master in Finance from IE Business School in Madrid in 2015, where he was the only student nominated in the Dean’s List. He previously graduated Summa cum Laude in Economics and Finance from Bocconi University in Milan.
Andrea’s main areas of interest are on long and short ideas in the Construction, Luxury and Hospitality sectors. Geographically, he prefers to focus on Continental and Southern Europe.
Jue joined The Analyst in 2011 and holds a Bachelor degree in Mathematics with Management & Finance from King's College, London and is IMC certified. As a Mandarin and Cantonese speaker, Jue’s contribution to our Chinese research is particularly valuable. Jue's eye for detail and insightful due diligence is highly valued by many clients, and she has a vast knowledge of a number of major European and Chinese internet names. Her main research focus is internet and consumer staples in Europe and selectively in the US and China.
Alaina joined The Analyst in 2016 after graduating in Philosophy, Politics & Economics from Hertford College, University of Oxford. After beginning her career with an internship in Sales & Trading at Morgan Stanley, she developed a strong interest in stocks before moving on to The Analyst.
Andrew joined The Analyst in 2016. Prior to The Analyst, Andrew worked in a series of roles in the alternative finance sector and completed a four month internship at a Europe-focused long/short equity hedge fund. Andrew completed his MA in International Relations at Warwick University in 2014, where he was awarded Distinction. Prior to that, he read Modern History and English at Merton College, Oxford.
Allie joined The Analyst in 2016 after spending over two years in executive search within various industries including retail, consumer, and sports and entertainment. She graduated from Portland State University’s Honors Program in 2011 with a BA in European Studies, before moving to the UK to attend the University of Edinburgh’s European Union Politics and Law master’s programme. She also holds a MBA with Distinction from the University of Greenwich.
Charlie works alongside our analysts to visualise the ideas and data behind the stock recommendations. Through static graphics, videos and animations he helps bring a visual element to our research to make it quick and easy to digest. Charlie’s work also includes data visualisation, illustration and design layouts for print, digital and social media outputs.
Charlie grew up in Somerset before graduating from Kingston University's Design School in 2014. He then worked for a year at Information Is Beautiful studio before joining The Analyst in 2015.