Buy-side equity analyst with experience conducting fundamental bottom-up, in-depth company and sector research & analysis. Patient investor focused on resilient, high-quality franchise companies with sustainable growth, solid profitability, strong free cash flows and consistent management at attractive valuations. Team player with well-developed communication skills, experience in a debate-driven, decision-making environment and significant participation in the portfolio management process. Global perspective and investment experience, involving frequent international travel and fluent in French.
Companies that have demonstrated sustained dividend growth tend to hold up well in challenging markets.