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Yves Bonavero - Non-executive
Director
- Ex-CEO of E.D. & F. Man (now known as Man Group Plc)
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Shawn Campbell - Investor Relations
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Fiona Choi - Risk Manager
- Develops internal risk analytical tools and templates
- Analyses, measures and monitors various internal and external risk metrics on a systematic basis
- Produces daily risk reports and alerts, and presents regularly to the investment committee
- Conducts monthly and quarterly return attribution analysis
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Priscilla Fung – Head of Operations
- Responsible for group finance and accounting
- Overseeing fund administration
- Responsible for company secretarial duties
- Responsible for compliance issue
- Human resources management
- Operational risk management
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Richard Katz - Non-executive
Director
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Mark Lam – IT Manager
- Responsible for coding and testing in-house applications and databases
- Ongoing development and technical support for realtime portfolio, intranet and research databases
- Updates Doric's website
- Provides technical support for Doric’s IT infrastructure
- Responsible for reviewing and testing the business contingency plan
- Prepares documentation of macros and computer programs
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Anita Li – Off. Mgr /Compliance
- Provides day-to-day office administrative support
- Provides secretarial support to the company’s directors and management
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Mandy Li - Investment Analyst
- Responsible for morning market briefing
- Updates Doric’s portfolio managers on most current company news
- Updates and manages Doric’s research database
- Provides general support for the investment management team
- Supports and co-ordinates Bangalore office
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Jeff Liu – Director
- Carries out research and due diligence on companies across Asia
- Oversees analysis of listed company earnings and financial information
- Assists with long-term management of investments made by the Doric Funds
- Sits on investment committee alongside the other portfolio managers to review and analyze potential investment ideas
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Ivy Man - Operations Manager
- Provides back office support for account opening, communication with the prime broker and fund administrator for settlements, corporate actions, FX and stock loans
- Ensures the accuracy of the internal Realtime Portfolio
- Ensures the daily prime broker record and internal records correspond and are accurate
- Verifies monthly official valuation reports prepared by the fund administrator
- Liaises with auditors to prepare the Funds' financial statements
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Michael Nock - Non-executive Director
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Rajesh Ranganathan – Director
- Visits companies in the Asian region to perform the ongoing monitoring of portfolio companies and assess the merits of potential investment opportunities
- Assists with the ongoing monitoring of Doric’s portfolios to assess and optimally manage the risk/return profile
- Ongoing development of Doric’s investment process, investment monitoring procedures, financial and valuation models and risk management procedures
- Coordinates the activities of the Bangalore Office
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Ravi Shankar – Head of India Office
- Assists with research ideas and analysis of companies in the Asia Pacific region
- Identifies data sources, data compilation and content aggregation
- Conducts financial analysis, financial modeling and quantitative analysis
- Equity research utilizing a variety of resources such as financial statements, earnings reports, consensus estimates
- Generates reports such as forecasting, trending, and result analysis
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N N Sreedhar - Research Analyst (Bangalore Office)
- Conducts financial statements analysis
- Analyses business strategy and products for companies in the Asia-pacific region
- Responsible for mapping competitions
- Prepares pre-call and due diligence reports
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Howard Wong - Managing Director
- Performs due diligence, valuation analysis, risk assessment and investment thesis on companies across Asia
- Conducts meetings with senior company executives, government officials, sell side and independent research analysts on company specific, government policy, and various macro issues
- Manages the investment and research operations in the offices across Asia
- Oversees the development of in-house investment models, risk analyzes models, portfolio management tools and other research projects
- Monitors individual investment positions, country exposures, sector exposures, currency exposures and overall exposures
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