Stephen Christopher Burgess

Research Analyst & Partner at Longview Partners LLP

Stephen Christopher Burgess

Stephen Christopher Burgess

Research Analyst & Partner at Longview Partners LLP

Overview
RelSci Relationships

178

Number of Awards

1

Relationships
RelSci Relationships are individuals Stephen Christopher Burgess likely has professional access to. A relationship does not necessarily indicate a personal connection.

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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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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Research Analyst & Partner at Longview Partners LLP

Relationship likelihood: Strong

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Stephen Christopher Burgess
Research Analyst & Partner at Longview Partners LLP
Education
BSc in Chemistry

The University of Durham, commonly known as Durham University, is a public research university in Durham, England. It was founded by Act of Parliament in 1832 and granted a Royal Charter in 1837. It was one of the first universities to open in England for more than 600 years and has a claim towards being the third oldest university in England. Durham is a collegiate university, with its main functions divided between the academic departments of the university and 16 colleges. In general, the departments perform research and provide lectures to students, while the colleges are responsible for the domestic arrangements and welfare of undergraduate students, graduate students, post-doctoral researchers and some university staff.

Career History
Research Analyst & Partner
2010 - 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.

Partner & Equity Analyst
2007 - 2010

Lancaster is an active manager which follows long/short European equity and special situations strategies, focusing on opportunities arising from technical issues such as corporate structure and tax rules.The firm typically invests in large-cap European equities.

Research Analyst
2006 - 2007

Putnam Investments is an active, research-driven manager which provides specialist products tailored to investment styles (growth, value, income), fiscal requirements (taxable, tax-free), regional allocation, risk, diversification, or time horizon.The firm is a long-term, value-oriented, conservative manager which focuses on consistent results and follows a bottom-up approach to select equities. They invest across all major equity and fixed-income asset classes, and offer products across the spectrum of traditional long-only, quantitative, and alternative strategies.Putnam Investments conducts regular company visits, seeking to invest in companies with a reasonable p/e ratio, sound business models, a steady revenue stream and some pricing power. Quantitative analysis involves modelling future performances based on past trends. Regional considerations include the political, economic, and interest rate outlook of each country. Sectorial analysis integrates the short and long-term factors influencing industry, and the credit worthiness of security issuers.

Awards & Honors
CFA (Chartered Financial Analyst)
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