Profile
Mr. Thomas W.
Morgan, CFA, is an Assistant Portfolio Manager at Mondrian Investment Partners Ltd. Mr. Morgan started his career at Mondrian as an Assistant Accountant in the Business Management department in 2012, where he qualified as a Chartered Management Accountant, before joining the International Small Cap team in 2019.
Mr. Morgan is a graduate of the University of East Anglia, where he achieved a First Class Honours degree in Economics.
Mr. Morgan is a CFA Charterholder and a member of the CFA Institute, the CFA Society of the UK and the Chartered Institute of Management Accountants.
Thomas William Morgan active positions
| Companies | Position | Start |
|---|---|---|
Mondrian Investment Partners Ltd.
Mondrian Investment Partners Ltd. Investment ManagersFinance Mondrian uses a fundamental value-oriented defensive management style across its two principal methodological groups, Equity and Fixed Income as well as Systematic Equity. Bottom-up individual security selection is the foundation of their investment approach. This is complemented by a top-down analysis that focuses on aggregate market valuation and incorporates economic considerations. | Portfolio Manager-Equities | 31/12/2018 |
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| Private companies | 2 |
|---|---|
Mondrian Investment Partners Ltd.
Mondrian Investment Partners Ltd. Investment ManagersFinance Mondrian uses a fundamental value-oriented defensive management style across its two principal methodological groups, Equity and Fixed Income as well as Systematic Equity. Bottom-up individual security selection is the foundation of their investment approach. This is complemented by a top-down analysis that focuses on aggregate market valuation and incorporates economic considerations. | Finance |
University of East Anglia
University of East Anglia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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