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Bob Desmond
Portfolio Manager • Claremont Global
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78.3kviewsContributor Since December 2019
Invest with Claremont Global
About Bob
Bio
Bob is a seasoned investor in global markets and has been refining his quality growth process for more than 27 years. Zimbabwean born, Bob has lived and worked in Africa, the UK and Australia. He started his career with Anglo American and Fleming Martin in Africa, before joining Seilern Investment Management in London in 2002 as a Portfolio Manager and Head of Research. He joined Claremont Global in 2012 as Senior Research Analyst and in 2017 was appointed Head of Claremont Global and co-Portfolio Manager. He holds a BA in Politics and Economics from the University of West Australia and is a CFA charterholder.
Company
Claremont Global
Position
Portfolio Manager
Joined
May 2012 (12+ years)
Previously
Seilern Investment Management (UK)
Head of Research, Portfolio Manager
May 2002 to August 2009
Experience
31 years+ experience
Accreditation/Awards
CFA Charter holder Bachelor of Economics and Politics, University of Western Australia
Location
Sydney, Australia
Social
Investment Philosophy
- We want to own businesses that have strong and durable competitive advantages and have a high degree of earnings consistency.
- We want to invest in businesses with strong balance sheets and cash flow. This is always important, but especially during a period of economic weakness.
- We look for management to deepen competitive advantage and allocate capital for the benefit of all shareholders. This means an emphasis on small, accretive acquisitions and share buybacks over large deals where value destruction is common.
Enquiries