Johanna Lowe

Equity Sales, Strategy Team

• Part of a strategy team that covers global equities, but is concentrated in Europe. We use proprietary Trend P/E and earnings revisions models to screen for EU&US Long/Short stock ideas.
• *Our core recommended Buy ideas have outperformed the Eurofirst 300 by ~4% p.a. since inception in 2000*
• The research product has been built over the years on two major building blocks:
• (a) consensus earnings revision charts for a very broad universe of European, US and Asian stocks
• (b) a proprietary long-term trend valuation methodology covering markets, sectors and over 500 stocks in Europe and the US.
• These building blocks are used as the basis for our widely read weekly Strategy Alert commentaries on markets, sectors and stocks. We also produce thematic macro charts (covering FX, Bonds, Commodities, Equities).
• The team’s client base includes some of Europe’s biggest and most successful long-only funds and hedge funds.
• https://www.mirabaud.com/webpagesbyurl/recherche-et-strategie

Project Manager

• I ran events and related research for business, governmental, financial and political leaders, on a variety of subjects. My job was to ensure the events were value added and went off without a hitch. This included researching the companies and relevant topics/speakers; being the main contact for sponsors, speakers and delegates; managing the strategy, marketing, research/advisory boards, white papers, which involved running teams of five or more; website management included HTML, video filming and uploading, SEO.

Research Intern