Stephen joined Pilgrim Private in 2004 as an Investment Analyst and continued with OC Funds Management after Copia Investment Partners acquired Pilgrim in 2010.
At OC, Stephen performs in-depth analysis and financial modelling of stocks based on company visits and reports, industry statistics, broker research and other information. He has been instrumental in the design and construction of the IT framework which facilitates the various stages of the investment process from the initial screening of stocks to the final monitoring of the portfolio.
After qualifying as a Chartered Accountant, Stephen spent two years in London with fund manager, Man Investments. This provided him with experience in complex product structuring, risk and investment systems and large-scale funds management. He initially developed his financial analysis and modelling skills in the research department at E.L. & C. Baillieu Stockbroking.