Stephen Simpson, CFA, is a freelance financial writer and investor.I have worked for both sell-side and buy-side firms (equities and fixed income), with the largest percentage of my working time spent in med-tech. At this point I am now effectively in a "working retirement". I write because I find that the process helps me take better notes, be more disciplined about modeling, and come up with a more coherent investment view for my portfolio management needs. If I'm writing about a stock, it's generally because I'm interested in it as an investment prospect or I think there's an interesting story to tell. I don't share my models, so please don't ask. More of my writings can be found at my blog Kratisto Investing (kratistoinvesting.blogspot.com), or Twitter (@Kratisto_Invest).
I am a finance and investment professional, working as a Wealth Manager in a well-reputed fund management/asset management company. I have experience of more than five years working in the finance and investment industry. CFA Program really helped me to have depth knowledge of financial markets around the world. I have a thorough understanding of the theoretical as well as 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.