Alexander Gervaise Philipps

Research Analyst & Partner at Longview Partners LLP

Alexander Gervaise Philipps

Alexander Gervaise Philipps

Research Analyst & Partner at Longview Partners LLP

Biography

Mr. Alexander G. Philipps, CFA, is a Research Analyst & Partner at Longview Partners LLP. He joined the firm in 2012.Mr. Philipp spent 4 years working as a Research Analyst at Sloane Robinson focusing on Asian equities.Mr. Philipp obtained an MEng in Engineering Science degree from Christ Church, Oxford and is a CFA charter holder.

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Co-Founder at Longview Partners LLP

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Co-Chief Executive Officer, Head of Institutional Clients & Partner at Longview Partners LLP

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Chief Financial Officer at Longview Partners LLP

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Head Trader & Partner at Longview Partners LLP

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Founder at Longview Partners LLP

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Research Analyst & Partner at Longview Partners LLP

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Research Analyst & Partner at Longview Partners LLP

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Head of Research & Partner at Longview Partners LLP

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Research Analyst & Partner at Longview Partners LLP

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Research Analyst & Partner at Longview Partners LLP

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Alexander Gervaise Philipps
Research Analyst & Partner at Longview Partners LLP
Career History
Research Analyst & Partner
2012 - Current

Longview is an active manager which utilizes a bottom-up, evidence-based process to seek investment opportunities based on fundamental research. They aim to consistently add value by following their investment philosophy in all market environments, investing on an absolute return basis without index weightings. Their investment focus is global.The firm's generalist research team utilizes a combination of individual analysis and an iterative team review process to create consistency, investing globally on a bottom-up basis in quality companies with improving business fundamentals and attractive cash-based valuations.They define quality as a company's efficient and effective allocation and return on invested capital, the stability of the industry in which they operate and the nature and consistency of their recurring revenue stream. They evaluate business fundamentals based on a company's ability to hit or beat market expectations and valuation is a function of their discounted cashflow analysis, within which they apply consistent discount rates.Longview seeks predictability in their investments, avoiding companies that are sensitive to external forces beyond their control, such as macro factors. Their strict sell discipline drives portfolio construction. They own a concentrated number of holdings, each with an absolute return objective. They believe that adequate diversification is essential for managing performance risk, and aim to consider the commonality of the risk drivers across all portfolio holdings.

Other Affiliations

Alexander Gervaise Philipps is affiliated with Longview Partners LLP

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