Catharina is an expert in the energy sector, including utilities, oil/gas, cleantech and unconventional/alternative energy. She has been a ranked analyst for global investment banks for many years. Her analysis covers thematic ideas and long as well as long/short stock picks.
I am a finance and investment professional. I have a working background as a Wealth Manager in a well-reputed fund management/asset management company. I have an experience of more than 8 years working in the finance and investment industry. In addition to graduation in the business & finance discipline, I am also a CFA program candidate (preparing myself for the last stage-level 3 of the Gold Standard qualification). Being a prestigious and well-recognized credential in the financial services industry, the CFA program really helped me to have a depth knowledge of financial markets around the world. I have a thorough understanding of the theoretical as well as the practical approaches of the challenging profession of finance & investments. A snapshot of my activities is as under: I regularly communicate portfolio and market strategy to existing and prospective clients based on strategic and tactical market outlook and individual client circumstances. Performed financial advisory and consultancy to individual and corporate clients. Financial Statement Modeling (Spreadsheet Modeling) for different investors. Financial statement projections, share price valuation, sensitivity and scenario analysis. I have experience of business valuation (public and private company valuation) using different types of valuation models like dividend discount model, discounted cash flow model, enterprise value multiples using fundamental analysis. Used NPV and IRR techniques to value projects. Made financial plans for different clients. Advised entrepreneurs and small businesses how to get most out of limited resources. Making investment policy statement (IPS) by Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. Provided advisory services about Capital Market Expectations, Portfolio Management Techniques (Planning (IPS), Implementation and Monitoring), and how behavioral factors affects investment decisions. Advised how to invest prudently in equity and fixed income segments of capital markets. Prepared detailed analysis how economic and political factors (like interest rates, inflation, population demographics, growth rates, changing governments and government decisions) affects investments. Conducting in-depth Financial Due Diligence for Investments, Businesses, Corporate finance activities, Mergers & Acquisitions, Private Equity, and other related activities. I managed a portfolio of stock investments. I analyze stock exchange behavior regularly, monitoring the factors that affect investments.
I invest (technically) part-time, but I love the markets and immerse myself in them daily. I enjoy writing about my investment ideas as it helps me to organize my thoughts and I am happy to share if it helps others. I invite criticism as it will help sharpen my ideas, so please tell me where, in your opinion, I am going wrong.
Retired physicist/engineer with experience in magnetosphere dynamics, lunar photoelectron layer structure, satellite solar power systems, physics of nuclear-pumped x-ray lasers, urban transportation systems, reliability engineering, and, more recently, utility-level energy storage. In addition to working on energy storage I manage my investments (with moderate success). My strongest interest is in companies that will contribute to, and benefit from, the fight against global warming, and, since I expect that fight to be lost, to companies that will help mitigate such warming.
I am an independent investor with a background in finance & marketing. My investment philosophy is focused on value growth or special situation investing with an added focus on the O&G sector. I am also interested in shareholder activism and issues related to corporate governance.
I am an individual investor, interested in Energy, Utilities, Internet & Technology, my fund is limitied due to I only invest my own money, and my tracking record is just mediocre, but I am learning more and stay in this market for the long run.