My first brush with understanding a system
was the age of five, I
have a pretty vivid memory
of my dad coming home
with various components
that were needed to build a computer.
We installed the video card,
the memory and the CPU,
to see eight different
components being laid out,
then put altogether, with
the switch of a button,
see something come on the
screen, it's quite powerful.
The career path I set out is clear.
I started as an associate, progressed
to a senior associate and then an analyst.
You go from, looking at
a breadth of companies
that you become an
expert on, understanding
the revenue and cost
drivers of that business
and then you need to
make the transition to
what are the three or four
key performance indicators
that drive the performance of this
individual security and the stock market.
You then hopefully go to the next step,
which is taking capital and putting that
into your best investment idea.
One of my sector is the automotive sector,
so imagine a car and you
break that into a thousand
different components: You
have the engine, the seats
and the wheels, and each of those
have their own supply chain.
What we fundamentally try to do,
is understand what each
of those components mean
for the businesses in which we invest in.
With so much information
available to the market,
your competitive really comes down to
your ability to use
technology and resources,
actually extract the most
relevant pieces of information
and then be able to make the
right interpretation of that data.
Having an army behind you,
create that infrastructure,
really allows you to access
the information quicker,
more efficiently and to
weed out all the noise
and focus really on what's
important for your companies.
You have people who invest
their money institutions,
who have entrusted their
capital in Citadel.
If you can solve the puzzle to generate
industry leading returns,
then everybody wins.
