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PEOPLE
Gwen Hofmeyr
Founder, Senior Analyst
Gwen has worked in the industry as an equity research analyst for eight years, at both the corporate and the family office level. She specializes in analyzing and investing in cyclical industries, like promotional products, regional banks, car dealers, analog sensors, cranes, building materials, and casual fashion, with expertise in income trusts and residential supermarkets a counter-cyclical twist. She is region agnostic.
Sid Boegman-Watt
Junior Analyst
Sid Boegman-Watt puts the "E" in Exceptional. With a background in human geography, Sid brings a level of analytical rigor that is rare. He has a high specialization in analyzing the chocolate industry, for which his 125 page master's thesis, "Crafting Geographies: Digital Placemaking in the Craft Chocolate Industry," received zero recommendations for revision at the University of Victoria: an unusual achievement.
Swen Lorenz
Advisor
Swen is as well known as he is liked, with over 20 years' experience analyzing off-the-beaten path securities across the globe. His blog, Undervalued Shares, is renowned as providing some of the most unique reporting in the industry, while his events are attended far and wide. In addition, Swen is the CEO of Sarnia Asset Management, whose Global Alpha Fund has generated 24.1% net returns p.a. over the past 24 years.