Katharine Jane Moran

Research Analyst & Partner at Longview Partners LLP

Katharine Jane Moran

Katharine Jane Moran

Research Analyst & Partner at Longview Partners LLP

Biography

Ms. Katharine J. Moran, CFA, is a Research Analyst at Longview Partners LLP. She joined the firm in 2014.Ms. Moran spent 3 years working as an Equity Research Analyst at Rothschild. Prior to that, she spent 2 years in the Financial Institutions M&A team at Rothschild and 2 years at Linklaters, on a legal training contract.Ms. Moran obtained a double first class honors degree in Law from St Edmund Hall, Oxford University.

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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

Relationship likelihood: Strong

Research Analyst & Partner at Longview Partners LLP

Relationship likelihood: Strong

Research Analyst & Partner at Longview Partners LLP

Relationship likelihood: Strong

Research Analyst & Partner at Longview Partners LLP

Relationship likelihood: Strong

Head of Research & Partner at Longview Partners LLP

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Katharine Jane Moran
Research Analyst & Partner at Longview Partners LLP
Career History
Research Analyst & Partner
2014 - 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

Katharine Jane Moran is affiliated with Longview Partners LLP

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