Dr David Golya – Principal »
Dr David Golya is a Principal of Style Research.
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.
Dr Peter Hopkins – Principal »
Peter Hopkins is a Principal of Style Research.
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 and Global Senior Management team, 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. He is a member of the INQUIRE UK Research Committee.
George Kallarackal – Principal »
George Kallarackal is a Principal of Style Research Limited.
George’s responsibilities include managing the software development team and developing some of the calculation modules for the Portfolio Analyzer.
Before joining Style Research, George was a financial analyst with 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 software.
Robert Schwob – Principal »
Robert Schwob is a Principal of Style Research.
Robert is the founder of Style Research. 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.
Andrew Camm – Software Architect »
Andrew Camm is a Software Architect at Style Research Limited.
Andy has extensive experience in the design and development of large-scale enterprise architectures.
He has developed systems for a wide range of blue chip organizations, including Microsoft, IBM, AT&T and Legal & General, in both Europe and the US. His primary area of expertise is the development of web-based, scalable applications. He has a degree in Law from University College, Cardiff.
Ausin Dadehbeigi – Research Associate »
Ausin Dadehbeigi is a Research Associate at Style Research.
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.
John Ewbank – Research Associate »
John Ewbank is a Research Associate at Style Research.
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.
David Holmes – Data Manager »
David Holmes is a Data Manager at Style Research.
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.
Jeremy Margetts – Head of Funds Research »
Jeremy Margetts is Head of Funds Research at Style Research.
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.
Chris McGarry – Data Analyst »
Chris recently graduated with a BA (Hons) degree in Financial Economics. Coming straight from University to Style Research, Chris is looking to build on his theoretical understanding of financial markets and is working closely with our Fund Analyzer product.
Andrea Wildsmith – Sales and Marketing for Europe »
Andrea Wildsmith is responsible for Sales and Marketing for Europe at Style Research.
Andrea has a BSc degree in Economics from the University of Southampton and a MSc in International Securities, Investment and Banking from the University of Reading. Prior to Style Research, Andrea has held several sales & marketing and consultant roles at companies providing analytical solutions.
Luz Mery Zambrano Portilla – Office Manager »
Luz Mery Zambrano Portilla is the Office Manager at Style Research.
Luz has a degree in Industrial Engineering from Universidad Autonoma in Colombia and two Masters Degrees in Bilingual Translation and in Marketing from London universities. She is fluent in Spanish and English.
Ian Nisbet – Chief Operating Officer »
Ian Nisbet is Chief Operating Officer of Style Research in Canada and runs 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 has spent much of the past two decades working with institutional investors, helping them to define the proper placement of style and risk models into their portfolio construction, manager research, and client reporting capabilities.
Ian holds a Masters of Arts degree in Economics and Philosophy from the University of Aberdeen, Scotland.
Thom Holland – Vice President of Sales »
Thom Holland is Vice President of Sales for Style Research in Canada.
Prior to joining Style Research, Thom worked as a Senior Account Manager with Thomson Reuters in Toronto where he provided a broad range of solutions targeted to the institutional market. Thom has over 15 years sales and sales management experience in the Canadian financial services marketplace including with Thomson Financial, Bridge Information Systems, and Dow Jones Markets.
Bernie Nelson – Principal »
Bernie Nelson is a Principal of Style Research.
Bernie is responsible for the North American operations of Style Research and is based in Boston, USA.
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. He has also managed structured product funds and index funds and has financial engineering experience as a derivative products analyst. Bernie has also been an invited speaker at international investment conferences on the subject of Risk Analysis in Asset Management.
Bernie holds an Honours degree in Mathematics from Edinburgh University. He 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.
Tom Idzal – Head of Sales »
Tom Idzal is Head of Sales for Style Research North America and is based in the Boston office of Style Research.
Tom has 20 years of experience in the financial services industry. Prior to Style Research, he was Regional Sales Manager at StarMine, a highly analytical equity research platform used by hundreds of global investment firms to generate alpha and process equity information more efficiently. Tom has also held numerous sales and sales management roles at Thomson Financial, and has participated in the creation of new products and divisions.
Tom holds a B.S. Degree, with Honors, in Business Administration from Providence College, in Providence, Rhode Island USA.
Mike Jervis – Business Development Manager »
Mike Jervis is Business Development Manager for Style Research and is involved with all aspects of business development in North America.
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.
Don O’Hara – Client Service Manager »
Don O”Hara is Client Service Manager for Style Research, USA.
Prior to joining Style Research, Don 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. Previously, 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 holds a Masters in Management Science from Northeastern University, Boston.
Style Research News
UNDER THE BONNET: IN CONJUNCTION WITH CITYWIRE GLOBAL
In conjunction with Citywire Global (www.citywireglobal.com), Style Research analyses the driving force behind popular managers in the monthly ‘Under the Bonnet’ feature. In the April edition, we look at the Jupiter European Growth Fund, managed by Alexander Darwall.
UNDER THE BONNET: IN CONJUNCTION WITH CITYWIRE GLOBAL
In conjunction with Citywire Global (www.citywireglobal.com), Style Research analyses the driving force behind popular managers in the monthly ‘Under the Bonnet’ feature. In the March edition, we look at the William Blair Global Growth Fund, managed by Ken McAtamney and George Greig.