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.
Kate joined The Analyst in 2017 and is responsible for the daily operations of the firm. Kate manages the efficiency of The Analyst, which includes maintaining control of diverse business operations and establishing and following a set of policies and processes. Prior to joining The Analyst, Kate worked in the Legal department of Nordea Bank S.A., Private Banking in Luxembourg, where she specialised in MiFID II and General Data Protection Regulation.
Kate is a graduate of the MSc in Law and Finance at Pembroke College, University of Oxford. She holds an MA (European Public Affairs) and an LLB (European Law) from Maastricht University in the Netherlands.
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.
Jack joined The Analyst in 2018 after working on the buy side for a small and mid-cap European asset manager for four years. Jack holds a BSc in Mathematics with Economics from UCL and is a CFA Charterholder. A born sceptic, he enjoys looking for shorts.
Pantelis joined The Analyst in 2017 after working on the buy side for a large European single family office. He qualified as a chartered accountant at Deloitte in 2011 and before that he earned a PhD at Nottingham University Business School where he explored earnings management. He focuses on value stocks that could offer a margin of safety and also on high conviction short ideas that have an accounting angle.
Keval joined our research team in 2018 from PwC, where he worked on a range of pharmaceutical and media sector audits. As a Chartered Accountant, he brings accountancy expertise to his research focus of European small and mid caps. Keval holds an MA in Natural Sciences from Christ’s College, University of Cambridge.
Mira joined the Analyst in July 2018 after completing a Bachelor degree in Business studies with Finance at Cass Business School. She started her career in investments by spending a year as an equity research analyst at a European activist fund (shareholder activism strategy fund). She has a preference for out-of-favour stocks in the European small and mid-cap space.
Tom joined The Analyst in 2018 while completing his PhD in Biochemistry. With a background in academic research, he brings a critical eye as well as an understanding of the healthcare sector. Tom holds an MBiochem from Exeter College, University of Oxford.
Austin began his career in equities in the European research department of James Capel working on the Autos & Capital Goods and then DM-bloc team. He has over 20 years sales experience, initially working as a German specialist and then as a generalist on pan-Europe to both hedge funds and long-only. Previous firms include Bear Stearns, Execution/Espirito Santo, ABN Amro, and Natixis. Austin holds a BA Hons in German and European Studies from Manchester University.
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.
Natasha edits and publishes the research produced by the analysts, working with the compliance and creative team members to ensure high-quality output for our clients.
Natasha joined The Analyst in 2017 after completing a Masters degree in Publishing at UCL. She previously worked in publishing and consumer finance after graduating with a double major in Rhetoric and Media from UC Berkeley in 2014.
Ana-Maria joined The Analyst in 2017 after completing a Law with Legal Studies in Europe degree from Reading University and Maastricht University. Prior to joining our team, Ana-Maria undertook various internships working both in-house and in law firms in the UK and China.
Whilst working as a Commercial Law paralegal in Beijing, she developed a strong interest in businesses and stocks, and started broadening her legal skills to encompass the full investment lifecycle. Ana-Maria works in our Legal and Compliance department, helping with the organisation, administration and enforcement of our Compliance programme and strategic initiatives.
Olivia graduated from the Courtauld Institute, London with a BA and MA in medieval art history in 2011 and worked as a journalist and private PA within the art and heritage sector before joining The Analyst in 2017 as PA to the Managing Partner and Office Manager.