Capabilities, by discipline.
Each capability is demonstrated through selected portfolio work rather than listed in isolation, connecting the skills below to actual research, valuation, presentation, and market analysis examples.
Equity Research
Applied through company research, sector analysis, investment thesis development, risk assessment, and recommendation framing across multiple public-market opportunities.
- Investment thesis development
- Industry research
- Company analysis
- Risk / mitigant framing
- Catalyst identification
- Recommendation writing
Valuation & Modelling
Used to support target price development, scenario thinking, comparable analysis, and valuation-based investment conclusions.
- DCF thinking
- Relative valuation
- Precedent transaction framing
- Target price communication
- Scenario analysis
- Market data interpretation
Capital Markets Communication
Focused on turning research, data, valuation work, and investment conclusions into clear materials suitable for review by finance and capital markets audiences.
- Investment pitch decks
- Executive summaries
- Investment memos / reports
- Slide design
- Data visualization
- Clear recommendation framing
Sector Exposure
Portfolio work spans several sectors and investment themes, demonstrating flexibility across business models, market structures, and valuation considerations.
- FinTech / Financials
- Consumer / Restaurants
- TMT / Financial Software
- Industrials / Environmental Services
- Energy Technology / Oilfield Services
- Private Markets / Alternatives
- Real Estate (academic minor)
Applied Through Portfolio Work
The portfolio includes investment pitch decks, an equity research report, and a thematic private markets research deck. Together, these pieces demonstrate Harry's ability to evaluate businesses, build investment theses, assess risks, communicate valuation conclusions, and present research in a structured, professional format.
Research Depth
Ability to review companies, industries, market structure, competitive positioning, and growth drivers.
Valuation Discipline
Ability to connect business fundamentals, scenarios, and market data to target price communication.
Risk Framing
Ability to identify key risks, mitigants, catalysts, and investment considerations.
Presentation Quality
Ability to communicate complex financial analysis through clean decks, reports, visuals, and executive summaries.