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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 - Research Analyst
- Maintenance of research database and library
- Reports daily macroeconomic research to the research team
- Attends company and management meetings as part of investment research
- Supports portfolio managers with fundamental analysis of companies
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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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Alina Chu - Chief Operating Officer
- Responsible for operations and business development at Doric
- Oversees the areas of finance, operations and settlement, compliance, investor relations and administration
- Manages the day-to-day running of Doric Capital
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Laura Enraght-Moony - Investor Relations Manager
- Primary point of contact for existing and prospective client enquiries
- Initial contact person for queries regarding Doric and Doric Funds
- Produces and updates client communication materials
- Responsible for marketing at Doric, including event organisation
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Stefan Foo - Portfolio Trade and Order Execution Officer
- Monitors the Funds’ positions
- Provides trading and dealing support to the Portfolio Managers
- Manages order execution; liaises between external brokers and the Portfolio Managers to execute trade orders
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Priscilla Fung – Chief Accountant
- Handles daily accounting and banking activities
- Prepares Doric’s group consolidated financial statements
- Maintains human resource records
- Responsible for company secretarial functions
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Mark Lam – IT Assistant
- 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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Ken Lee - Senior Analyst
- Responsible for conducting quantitative and qualitative research into investment opportunities in the Asia Pacific region
- Builds and updates Doric’s quantitative and analytical models
- Provides general support for the investment management team
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Louis Leung - Analyst
- Conducts research on companies in the Asia Pacific region
- Organizes and attends company visits and conferences
- Prepares due diligence reports
- Builds valuation models for potential investments
- Monitors investments in Doric’s Asia Pacific portfolios
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Mandy Li - Research Assistant
- 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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Nancy Liu - Non-executive Director
- Strategic Business Development
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Ivy Man – Operations Officer
- Operational support for Doric’s portfolios
- Monitors and reconciles all transactions in Doric’s portfolios
- Updates real-time portfolios
- Matches trade orders against confirmations from executing brokers
- Communicates with Doric’s Prime Brokers and Fund Administrators as appropriate
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Swechha Manchekar – Accounts Officer (Bangalore Office)
- Detailed Analysis of Companies in Asia-Pac region.
- In-depth analysis of Company Annual Reports
- Forecasts and Trend Analysis
- Responsible for finance and accounting, administration, company secretarial and statutory compliance of Bangalore Office
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Srivatsa Murali - Research Analyst (Bangalore Office)
- Responsible for analysis of company financial statements
- Responsible for analysis of business strategy, management and mapping competition of companies in the Asia Pacific region
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Michael Nock - Managing Director
- Responsible for investment policy and design of investment process
- Responsible for strategic development and corporate initiatives including the establishment of the Bangalore research office
- Analysis of individual investments and overall portfolio exposure levels
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Sarah Park - Senior Analyst
- Responsible for conducting quantitative and qualitative research into investment opportunities, focusing on Korean stocks
- Responsible for conducting in-depth due diligence, visiting companies and meeting with management primarily in Korea
- Assists in generating investment ideas
- Provides general support for the investment management team
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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 – Managing Director (Bangalore 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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Kitty Shiu - PA to the Directors
- Provides secretarial support to the Directors, including handling their correspondence
- Responsible for managing the Directors’ diaries and appointments
- Co-ordinates travel plans for the Directors and the rest of the Doric team
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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 - 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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Keith Wong - 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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Gary Yim - Quantitative Analyst
- Conducts back testing on various in-house models
- Analyzes back testing results and generates performance reports
- Fine tune existing in-house models and development of additional models for new studies
- Performs daily and weekly updates on the relevant in-house models
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