Company Information

Style Research is an independent international provider of global portfolio Style analysis and equity market research services. The company was formed in 1996 and, with offices in London and Boston and representatives in South East Asia, currently serves a wide variety of international investment institutions, including investment sponsors, investment advisors, independent asset managers and manager of managers and fund of funds providers.

Officers of Style Research Limited (U.K.)

Robert Schwob

Robert Schwob is the founding Chief Executive of Style Research Limited. He is also a Director of INQUIRE UK, former Chairman of the INQUIRE UK Research Committee, a member of the Advisory Council for the Scottish Institute for Research in Investment and Finance, and a member of the Editorial Board of the Journal of Asset Management.

Previously, Robert was Chief Executive of Quorum Capital Management Limited, London (a global active Style-based investment manager) and prior to that Chief Investment Officer for The Citibank Private Bank (Europe, Middle East and Africa).

Robert was educated in Canada, France and the UK and has gained Masters Degrees in Mathematics and International Economics. He speaks regularly at international investment conferences and is a respected lecturer on international investment practice and theory at professional investment training programmes and specialist seminars. Robert has also published broadly in the professional journals on Style Analysis and Style Management, Stock Selection, Benchmark Selection, Market Allocation, and Hedging and Currency Management.

Dr David Golya

David Golya is the Research Manager at Style Research Limited.

Prior to joining Style Research, David was a researcher and statistician at the Institute of Work Psychology and lecturer in Statistics and Computer Science at the University of Sheffield.

David holds an MSc in Statistics and a Doctor of Philosophy in Statistics from the University of Sheffield, having specialized in the application of theoretical mathematics and applied statistical techniques to the problems of extreme values analysis and extremes in foreign exchange market trading. David is a skilled computer programmer and has delivered a number of graduate and professional seminars on the theoretical foundation and practical solutions to problems of extreme value analysis.

David has published a number of Style-related articles in European professional journals. He is also a member of the Statistics M.Sc Advisory Panel at the University of Sheffield.

George Kallarackal

George Kallarackal is a Research Associate and Investment Analytics Consultant at Style Research Limited.

Before joining Style Research, George was a financial analyst with William M Mercer. He read Pure Mathematics and Computation at UMIST and is an accomplished programmer, acquiring the skills at university and professionally at Mercer, as a member of the team developing pensions-related analysis software.

Ausin Dadehbeigi

Ausin Dadehbeigi is a Research Associate at Style Research Limited.

Ausin joined Style Research with degrees in Electronic Engineering and Artificial Intelligence (First Class Honours) and with post graduate academic and applied research experience in mathematical modelling and systems development for pattern recognition and computer vision applications. He is a highly skilled mathematical programmer, researcher and data analyst.

Dr Peter Hopkins

Peter Hopkins is a Senior Research Associate at Style Research Limited.

Prior to joining Style Research, Peter Hopkins spent fourteen years with Baring Asset Management (BAM) where he was a director of the Investment Management Group, head of the Quantitative Research Team and a member of the Investment Board, with responsibility for the development and implementation of the quantitative elements of BAM's investment philosophy and processes. Peter is also a co-author of the monograph "Country, Sector and Company Factors in Global Equity Portfolios", published by AIMR. He holds an M.A. and D. Phil. in theoretical nuclear physics from Oxford University, where he was also a lecturer in Physics and research assistant in robotics.

John Ewbank

John Ewbank is a Research Associate at Style Research Limited.

Prior to joining Style Research John held Operational Research and Information Technology roles in the Retail, Logistics and Telecoms industries. John has a degree in Pure Mathematics and Geology from Sheffield University and a Masters in Operational Research from Birmingham University.

Jeremy Margetts

Jeremy Margetts is a Research Associate at Style Research Ltd.

Before joining Style Research, Jeremy was a funds analyst at Fidelity Investments in London, where he specialized in peer group analysis of mutual funds.

Jeremy has a degree in Economics from Durham University.

David Holmes

David Holmes is a Data Manager at Style Research Limited.

Before joining Style Research David gained extensive software and database development experience in production and inventory management in the ceramics, marketing and healthcare industries. He is a skilled and experienced programmer and software developer in the field of data analysis and data management.

David read Physics at the University of Reading.

Officers of Style Research Inc. (U.S.A.)

Bernie Nelson

Bernie Nelson is Managing Director of Style Research Inc., Boston. and is responsible for the North American operations of Style Research.

Prior to joining Style Research, Bernie held positions as Head of Risk and Head of Quantitative Analysis at Scottish Widows Investment Partnership, the asset management arm of Lloyds TSB and one of Europe’s largest asset managers. He was responsible for developing the portfolio risk management systems and integrating quantitative techniques into a fundamentally based investment process.

Bernie has also managed structured product funds and index funds and has financial engineering experience as a derivative products analyst.

He has been a speaker at international investment conferences on the subject of Risk Analysis in Asset Management and holds an Honours degree in Mathematics from Edinburgh University.

Bernie is an Affiliate of the UK Society of Investment Professionals, a member of the CFA Institute and a member of the Boston Security Analysts Society.

Don O'Hara

Don O'Hara is a Business Development Manager of Style Research Inc., Boston.

Prior to joining Style Research, he was an investment consultant and senior account manager for Zacks Investment Research, training institutional equity money managers throughout the United States in portfolio analytics, portfolio construction processes, and developing quantitative analysis models.

Prior to this, Don was the Quantitative Technologist at Batterymarch Financial Management in Boston and Toronto, where he managed the portfolio evaluation and construction systems, the equity research platform, and also developed portfolio performance attribution systems. He has also been an account manager for Starmine, and Management Sciences Officer for State Street Corporation in Boston.

Don is a regular speaker at North American investment conferences and holds a Masters in Management Science from Northeastern University, Boston.

Mike Jervis

Mike Jervis is a Business Development Manager of Style Research Inc., in Boston and is involved with all aspects of business development in the US.

Mike was previously a Senior Portfolio Analyst at Fidelity Investments, working in the Fund Analysis and Research Group. He brings with him more than 18 years of financial services experience, including over a decade in asset management and pension consulting.

Alongside his MBA from Suffolk University and BA from the University of Vermont, Mike also holds the CFA designation and is a member of the Boston Security Analysts Society.

Officers of Style Research Corp. (Canada)

Ian Nisbet

Ian Nisbet is Chief Operating Officer of Style Research Corp. (Canada) and is responsible for the Canadian operations of Style Research.

Prior to joining Style Research, Ian worked as a Transition Manager with Brockhouse Cooper in Montreal, and was a Senior Consultant with Barra International in New York and London.

He is a frequent speaker at international investment conferences on the subjects of risk analysis and portfolio construction, and holds a Master of Arts degree in Economics and Philosophy from the University of Aberdeen, Scotland.

The Academic Advisory Panel

Professor Peter Pope

Peter Pope is Professor of Finance and Accounting in the Management School at Lancaster University, UK. Previously he was the Touche Ross Professor at Strathclyde Business School and visiting professor at the Stern School, New York University and the University of California at Berkeley. His consulting assignments have included being consultant Head of Investment Research at Mitsubishi Finance International. He has researched and published extensively in the areas of capital markets and international equity valuation and is currently the Academic Co-ordinator of INQUIRE in the UK.

Professor Stephen Satchell

Stephen Satchell is a lecturer in the Faculty of Economics and Politics, University of Cambridge and a Fellow of Trinity College, Cambridge. He has PhD degrees from the Universities of London and Cambridge. Dr Satchell has strong academic and practical interests in asset management and financial economics and is a member of several Academic Advisory Panels for leading financial companies. He has published over 50 papers in the areas of econometrics and finance and is a frequent speaker at City conferences.