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Kieran David Osborne
Directeur en chef des Investissements chez
Mission Wealth Management LP
Profil
Mr. Kieran D.
Osborne, CFA, is a Partner & Chief Investment Officer at Mission Wealth Management LP.
He is responsible for portfolio management, trading, analysis, and research functions.
Among others, he helps manage optimal portfolio construction and implementation, conducts in-depth manager research and due diligence, and monitors fund performance on an ongoing basis.
Before joining Mission Wealth, Mr. Osborne was the Director of Research and a Co-Portfolio Manager at Merk Investments, a mutual fund management company in Palo Alto, CA, primarily focused on international fixed income and currency investments.
Prior to Merk, he worked as an Equity Analyst for a New Zealand-based asset management firm, where he was responsible for the analysis of Australian and New Zealand companies within the consumer discretionary, consumer staples, property, and retail sectors.
Mr. Osborne also held a trading and analyst position for a New York-based hedge fund, where he was responsible for analyzing and trading small and micro-cap U.S.
stocks.
Mr. Osborne received his Bachelor of Commerce in Finance and Master of Business in Finance from the University of Otago, New Zealand.
A portion of his MBus was completed at the University of Texas at Austin, where he studied as a graduate exchange student.
Postes actifs de Kieran David Osborne
| Sociétés | Poste | Début |
|---|---|---|
Mission Wealth Management LP
 Mission Wealth Management LP Investment ManagersFinance MWM is a long-term investor who offers customized, globally diversified, tax-efficient portfolios that aims to maximize risk-adjusted returns. The firm primarily invests in ETFs, mutual funds, institutional funds and individual securities and utilizes a demographic research provided by external third-party sources. | Directeur en chef des Investissements | 01/02/2013 |
Anciens postes connus de Kieran David Osborne
| Sociétés | Poste | Fin |
|---|---|---|
Merk Investments LLC
 Merk Investments LLC Investment ManagersFinance Merk Investments aims to achieve superior risk-adjusted returns by seeking to deliver uncorrelated returns using alternative strategies that seek optimal profit potential within tailored investment objectives. The firm provides investment advice on liquid global markets, including domestic and international equities, fixed income, commodities and currencies and their respective derivative markets They employ bottom-up fundamental analysis and relies on detailed primary research. | Gestionnaire de Portefeuille-Actions | 31/01/2013 |
MCM Associates Ltd.
 MCM Associates Ltd. Investment ManagersFinance MCM invests long primarily in small-cap growth companies and short in multi-cap securities. | Corporate Officer/Principal | 31/12/2005 |
Brook Asset Management Ltd.
 Brook Asset Management Ltd. Investment Trusts/Mutual FundsMiscellaneous BAM is an active, value-oriented investor with a long-term investment outlook which manages portfolios invested primarily in Australian and New Zealand equity, as well as in Australian and New Zealand real estate. T The firm invests across market caps, constructing some portfolios focused on large-cap companies and other portfolios focused on small- and mid-cap companies. As a value investor, they aim to identify mispriced securities traded at a discount to their intrinsic value, performing fundamental research and conducting company visits. BAM'sr main valuation methodologies are based on the assessment of cash flows including cash flow multiple analysis and discounting free cash flow using risk-adjusted discount rates to obtain their assessment of intrinsic value. For each investment opportunity they aim to understand key business drivers, strategy strength, financial health, company management and board as well as relevant industry fundamentals. | Analyst-Equity | - |
Formation de Kieran David Osborne
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
20
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
MCM Associates Ltd.
MCM Associates Ltd. Investment ManagersFinance MCM invests long primarily in small-cap growth companies and short in multi-cap securities. | Finance |
University of Otago
 University of Otago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Brook Asset Management Ltd.
Brook Asset Management Ltd. Investment Trusts/Mutual FundsMiscellaneous BAM is an active, value-oriented investor with a long-term investment outlook which manages portfolios invested primarily in Australian and New Zealand equity, as well as in Australian and New Zealand real estate. T The firm invests across market caps, constructing some portfolios focused on large-cap companies and other portfolios focused on small- and mid-cap companies. As a value investor, they aim to identify mispriced securities traded at a discount to their intrinsic value, performing fundamental research and conducting company visits. BAM'sr main valuation methodologies are based on the assessment of cash flows including cash flow multiple analysis and discounting free cash flow using risk-adjusted discount rates to obtain their assessment of intrinsic value. For each investment opportunity they aim to understand key business drivers, strategy strength, financial health, company management and board as well as relevant industry fundamentals. | Miscellaneous |
Merk Investments LLC
Merk Investments LLC Investment ManagersFinance Merk Investments aims to achieve superior risk-adjusted returns by seeking to deliver uncorrelated returns using alternative strategies that seek optimal profit potential within tailored investment objectives. The firm provides investment advice on liquid global markets, including domestic and international equities, fixed income, commodities and currencies and their respective derivative markets They employ bottom-up fundamental analysis and relies on detailed primary research. | Finance |
Mission Wealth Management LP
Mission Wealth Management LP Investment ManagersFinance MWM is a long-term investor who offers customized, globally diversified, tax-efficient portfolios that aims to maximize risk-adjusted returns. The firm primarily invests in ETFs, mutual funds, institutional funds and individual securities and utilizes a demographic research provided by external third-party sources. | Finance |
