Finex LLP is a seven-year-old London based investment manager registered both with the FCA and NFA (USA), with a focus on liquid Socially Responsible alternatives and Systematic listed derivative strategies.
The company boasts personnel from backgrounds as varied as Civil Engineering, Meteorology, Law and Finance who have been actively engaged in the markets since the late 1990’s. This diversity of backgrounds allows us to work collaboratively on analysis as diverse as value chain in solar to volume based market profile in bond derivatives.
Finex also advises on portfolio universe creation to new and established managers.
For religious investors and governments, we provide deep 3rd. party holding analysis to weed out unintended risks associated with SRI and ESG factors.
We do not believe in a single super model or strategy able to adapt and perform in all market conditions. Our Portfolio Managers remain reasonably isolated from each other. This naturally creates intellectually distinct methodologies and it is this distinction that gives our strategies strength.
Systematic strategies are heavily reliant on technology. We build and deploy all our own systems to protect our Intellectual Property. This allows us to grow rapidly without impacting current portfolios or business lines.
We place high emphasis in R&D of new models, however we also know the cap at which our strategies remain nimble and agile enough to deliver uncorrelated returns.
We are socially responsible investors that apply a stringent exclusionary list to ensure our portfolios are ethically sound. Furthermore we do not trade agricultural contracts thus ensuring true compliance with the spirit of UCITS.
Andrew JS Gebhardt
Andrew left the comfort of Civil and Nautical Engineering to trade on the LIFFE floor (Open Outcry) in 1995.
By 2001 he started working with Marcello Bugnoli on the implementation of futures trading systems based on technical analysis.
From then on until the creation of Finex in 2010, the models were traded by a number of Tier 1 institutions and today form a key constituent of the UCITS fund portfolio.
With a background in Aeronautics and Meteorology, Marcello took his experience and entered the financial markets in 2004.
He worked closely with Andrew continuosly developing totally diverse models in various asset classes.
Marcello was instrumental in the implementation of the automated models and remains a crucial element in the continual development of the long term stability of the fund.
Alex has spent the past six years managing and advising two quant based long/short equity funds. These funds have been based on quantitative equity portfolio strategies developed by Alex over the past ten years. Alex is a Chartered Fellow of the Chartered Institute for Securities and Investments and holds their Diploma in Fund Management and Investment Analysis. He originally read civil engineering at the University of Cape Town and is a Chartered Management Accountant.
Compliance/Regulatory and Sustainability
Elena spent 7 years at Goldman Sachs managing middle office teams in Fixed Income and Loan Operations.
With her experience analysing operational risk for new products and managing technology projects, Elena has been an important part in building the foundations at Finex LLP from the onset in 2010 as CF4, CF11 and CF10.
Mark is a qualified Chartered Accountant and has an honours degree in Accounting and Finance from Dublin City University. Mark trained in Deloitte in Dublin and Boston between 1986 and 1994.
Subsequently he worked for a large fixed income hedge fund in Boston and from 2001 with Citco Fund Services in Dublin, as an operations manager.
In 2013 Mark co-founded RiskSystems and was involved in developing one of the first specialised tailored fully AIFMD compliant risk solutions
Muhammad holds a Masters in Software Engineering from Queen Mary University of London obtained in 2009.
Since inception Muhammad has been pivotal in the development of the firm’s trading engines and database systems. He is also responsible for all the firm’s developers.
While working for Odyssey Analytic SA (Schweiz) George worked on equity analysis and research, as well as patenting a number of Blockchain based processes in Europe and Asia.
George has been counsel and compliance to a number of financial entities both on and off shore.