John Winsell Davies
Verified
John Winsell Davies
CIO - Fund Manager - Strategist
Machlin-Oracle Limited
Cavendish Court 4th Floor
11-15 Wigmore Street
London, W1U 1PF United Kingdom
FCA CF-30
Authorised and regulated by the Financial Conduct Authority (FCA): 170913
Registered in England and Wales: 02895959
Former MD/PM Templeton China (Beijing) and 11 year Russian (Moscow) veteran. Top performing global fund manager with exceptional track record in public domain (Bloomberg) and highly rated CIO, department head, motivator, trainer, and manager of PM’s/Analysts. Longstanding global macro strategist with significant worldwide experience in Russia, China, the CIS, Asia, United States, Europe, and the last year here in London. Powerful public speaker with strong presentation, written and communication skills; well known, quoted, published and visible.
My mandate the same historical investment strategy that I employed at Franklin Templeton's first hedge fund, Templeton Global Value Investors 1995-1998 all the way to the present. Investment objective is to generate the maximum long-term US dollar capital appreciation through an actively managed, long/short, hedged portfolio of EM-centric global assets. The fund's strategy is to produce significant absolute returns commensurate with the risks of the markets, regions and underlying securities held in the Fund. The manager identifies investment opportunities in commodities, equities, Fx, and credit markets; which are impacted in a meaningful way, either positively or negatively, by global macro trends.
Performance characterised by top decile annual return (absolute return), top quintile Sharpe Ratio (risk adjusted return), top decile Alpha α (excess return), and top quintile Beta β (lower systematic risk). Audited performance returns approved by compliance for external distribution available by request jwd@devonian.ru in excel format.
American citizen is US passport
FCA registered CF-30
Three year UK work visa
Ideal roles would include CIO, fund manager, portfolio manager, economic/investment strategist, and similar.
Core competencies are Emerging Markets, Global Macro and L/S Equities.
Primary target employers include hedge funds, mutual funds, family offices, alternative investment advisors, pensions, and endowments; (also looking for an entertainment lawyer and a literary agent).
Favoured geography world-wide. London would be optimal as we are already here with FCA CF 30 and UK
Marketable strengths
1) History of significant accomplishments “firsts” in the emerging markets hedge fund space - detailed in resume and bullet pointed below ^^
2) Exceptional performance track record (audited and in the public domain – Bloomberg) - attached
3) Sharp, insightful, original communications in print, media, television, conferences; i.e. the ability to explain to the investment community what exactly, we (the Firm) think and why we think it - attached
4) Expertise of fundamental, research-driven, investment process; and the ability to show what we (the Firm) did and how we did it
5) Executive management; the ability to train, motivate and inspire analysts and portfolio managers. Four of my prior reports made the cover of Russian Forbes as top fund managers in Russia. I found them in a raw, undeveloped stat. There are multiple success stories of men and women whom I was able to develop from scratch in China, Russia and beyond. Implementation of industry best-practice standards of investment process, internal/external communications, and academic Templeton-schooled methodology across platform
^^ Firsts:
• Templeton’s first hedge fund ‘Templeton Global Value Investors’ (TGVI) 1995 - 1998
• Shorted Hong Kong property stocks on the eve of the handover to mainland Chinese rule, which coincided neatly with the 1997 Asian Financial Crisis 1997
• MD/PM Franklin Templeton China post WTO admission 2001 - 2002
• Early on the ground, privatisation from Black Sea, to Caucasus, throughout Caspian Basin, across Central Asia 1999 - 1998
• Perhaps the first American (listed securities) fund manager to try to invest in Tehran Stock Exchange 1998; we were not aware of any others that time
• Second foreigner to invest in Georgian sovereign Lari bonds as then President Eduard Shevardnadze was being forced from office during the US lead "Rose Revolution" by Mikheil Saakashvili
• Later met future Georgian Prime Minister Lado Gurgenidze was the first foreign fund investor to buy Lari denominated Bank of Georgia (BGEO LI – now LN) shares in Tbilisi for pennies, which later went public on the LSE in 2006 for $18.00 a share and traded to $40.00
• First foreign (listed securities) fund manager in Uzbekistan 2006
• First Moscow-based hedge fund manager (long/short global credit markets, commodities, Fx and stocks) - all other managers were running long-only Russian assets 2003 - 2013