My practical experience and understanding of human dynamics in Investment comes from a 22-year career as Portfolio Manager (long-only and long-short), Head of Research and Head of Alternatives at BlackRock APAC; Partner and Portfolio Manager at TT International; and fundamental equity analyst at Morgan Stanley. I am a member of the International Coaching Federation and a CFA Charterholder.
We bring passion for the process, people
and psychology of investing. Our mission is to get you to clarity of mind and clarity of purpose, to make braver decisions.
We deliver a results-driven mentality, adapted and responsive to individual need. We hold as paramount: trust, integrity, independence, challenge, accountability and belief, with a 'whole person' approach.
Roek Vana
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