I have a background in financial and wealth advisory, with experience in macroeconomic and country analysis and long-term investment research. I also spent approximately one year contributing investment research and ideas to a U.S.-based hedge fund managing around $10 billion in assets.
My approach focuses on identifying structural economic trends, comparing countries over time and translating quantitative analysis into disciplined allocation decisions. I favour systematic processes, clearly defined rules and long-term consistency over short-term market timing.
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