Boost Insight Providers

Meet the independent analysts forming Boost’s first cohort

Victor Galliano

Banks Equity Analyst, LatAm & Southern Europe

  • 30 years sell-side equity research
  • 12+ years coverage of Latin America banks and non-bank financials, recently Italian Banks
  • Ex Head of LatAm Research HSBC

Area of Expertise:

  • Asset Class: Equities
  • Geography: LatAm

Work Experience:

  • Barclays, Italian and LatAm banks equity research
  • HSBC, LatAm banks equity research
  • BBVA (LatInvest) Securities, LatAm equity research/Head of research
  • Barings Securities, Spanish equity research
  • NatWest Securities, Spanish equities research

Summary:

Victor is an experienced equity banks analyst, having covered Latin America banks and non-bank financials for over 12 years and, more recently, Italian banks. He has worked in sell-side equity research for 30 years in a career spanning Barclays, HSBC, BBVA LatInvest, Barings, and NatWest.

His research focuses on seeking out mispricings in the market on a bottom-up basis and on long and short calls. This initially involved LatAm banks space, followed by coverage of the Southern European banks. In addition, the research intends to explore thematic opportunities in the banking regions covered.

The investment style applied is generally value-oriented, although Growth At Reasonable Price (GARP) strategies can also be used where appropriate. The aim is to develop more of a contrarian approach to investment research, looking to capitalise on overly sceptical or optimistic consensus views. In terms of valuation techniques, the focus is on PBV ratio-to-ROE, PE multiples, and dividend yield, as well as the application of Gordon’s Growth Model (GGM) and Sum of the Parts (SOTP) valuation.

Gaius King

Materials Analyst/Strategist

  • 20+ years resources; mining operations, corporate finance, and resource analyst
  • SRK/ Numis/WH Ireland

Area of Expertise:

  • Asset Class: Equities
  • Geography: Developed World

Work Experience:

  • SRK/ Numis /WH Ireland/ Metalytics/ HD Capital, Corporate Analyst
  • WH Ireland, Resource Analyst
  • Aegis Research Analyst

Summary:

Gaius has over two decades of experience as an analyst in resources, including mining operations and corporate finance. He has followed numerous market sectors, conducting fundamental demand and supply analysis, detailed financial modelling incorporating real-world business complexity, and encompassing cash flow and DCF valuations, growth and supply factors, with sensitivities.

Between 2004 and 2014, his ability to marry big-picture ideas with in-depth analysis resulted in an after-tax (including all taxes/losses) of >50% CAGR over that period.

Peter Toeman

Equity Analyst UK & Europe

  • 30+ years sell-side equity research
  • Focus: UK financial Companies, mainly banks
  • Ex Director HSBC

Area of Expertise:

  • Asset Class: Equities
  • Geography: Europe

Work Experience:

  • HSBC, Director
  • Morgan Stanley, Director
  • UBS, Senior Analyst
  • ABN Amro, Senior Analyst

Summary:

Peter has over 30 years of experience as a equity analyst. He has worked on the sell-side for ABN, UBS, and Morgan Stanley and, most recently, HSBC. His focus has been UK financial companies, mainly banks, but also property, insurance, and investment companies.

He enjoys taking a deep dive into company financial statements in order to understand the factors which differentiate winners and losers. This knowledge is married to a sound understanding of industry fundamentals. Peter’s investment philosophy is built around an assessment of free cash flow and dividend capacity, since this metric could be applied to all stocks and sectors. He is particularly interested in FTSE100, trying to understand why UK large-cap has been such a dismal performer over many years, and how this could be turned to advantage through construction of a long/short portfolio.

Register Your Interest

The first cohort of Insight Providers is currently active. We are now accepting applicants for the next cohort. Applicants must be able to spend some time a week in London and must be eligible to work in the EU.  All applicants need to have at least 8 years experience as a frontline investment analyst either buy side or sell side.  Applicants are welcome from those seeking to leave a current post to set up their own business or looking to return after taking time out.

* We will not contact any applicant who does not meet the initial criteria.