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Wim Lewi

ABOUT
22 years equity experience at top investment banks in London and asset managers in Europe. I worked on Tech stocks at the research department of the Credit Suisse Tech Group in London till 2002. After that I switched to the Buy side. Last 5 years as head analyst at the Global Equity Fund of Robeco in Rotterdam that manages 9 bln USD in global equity. My focus is long term valuation techniques and rigorous financial analysis that identifies short term exaggerations in the market.
SNAPSHOT
  • Description: Mutual fund analyst. Trading frequency: Weekly
  • Interests: Commodities, Stocks - long, Stocks - short, Tech stocks
COMPANY
F&F Research "long term opportunities in a short term market"
The value of a company equals :

Sales growth x Profit margin / Investment needs

Rigourous number crunching pays off in the end,
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Book
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