Gilberto Cantú Jiménez
Mexico, México
Summary
Accomplished Portfolio Manager at Sherpa Capital, adept in Derivatives Trading and fostering strong client relationships. Proven track record of enhancing portfolio performance through innovative risk management techniques and strategic investment strategies. Excelled in driving profitability and efficiency, notably navigating the 2008 crisis successfully. Skilled in Equity Valuation and Trading Psychology, consistently achieving superior returns.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Proprietary Equity Trader
Kerschner Trading Group
01.2015 - Current
- Enhanced trading strategies by analyzing market trends, context and volatiliy while implementing risk management techniques.
- Optimized portfolio performance by executing proprietary discretionary technical systems for equity trading.
- Maximized profit potential with the development of quantitative models and analysis of trade data.
- consistently averaged $1.5m p&l on $10m capital allocation with minimal drawdown
Portfolio Manager
Sherpa Capital
04.2012 - Current
- Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
- Increased client satisfaction by providing tailored financial advice and timely market updates.
- Optimized asset allocation for improved returns with thorough market research and analysis.
- Strengthened client relationships, conducting regular meetings to review portfolio performance and address concerns.
- Managed one of the best absolute return mutual fund since 2012 doubling the return of the Index benchmark with less volatility and risk.
Managing Director of Equity Trading
Ixe Casa De Bolsa
04.2001 - 10.2011
- Increased overall company performance by implementing strategic management initiatives and streamlining operations, launched one of the most successful absolute return mutual funds in the industry beating the benchmark every year with better risk profile.
- Optimized resource allocation for improved efficiency and profitability across all departments.
- Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
- Expanded market presence through successful trading operations.
- Managed risk effectively by instituting comprehensive mitigation strategies across the organization''s operations, navigating profitably the 2008 crisis.
- Consistent performance averaging $10m P&L on $25m risk limits in 10 years.
Vice President Emerging Markets Equities
Bank Of Boston
01.1998 - 03.2001
- Implemented advanced data analytics tools to drive data-driven decision-making across all levels of the portfolio, Leading to better business outcomes.
- Delivered strong financial performance despite challenging economic conditions by executing prudent risk management strategies throughout all aspects of trading operations, navigated the 1998 financial crisis profitably.
- Established performance goals for department and outlined processes for achievement.
Vice President Emerging Market Equities
Bankers Trust
10.1995 - 08.1997
- Enhanced company profitability by implementing strategic business plans and optimizing operational processes.
- Implemented advanced data analytics tools to drive data-driven decision-making across all levels of the organization, leading to better business outcomes.
- Identified opportunities to improve business process flows and productivity.
- Established performance goals for department and outlined processes for achievement.
Proprietary Equity Trader
GBM, Grupo Bursátil Mexicano
01.1991 - 10.1995
- Enhanced trading strategies by analyzing market trends and implementing risk management techniques.
- Optimized portfolio performance by executing proprietary algorithms for equity trading, GBM was the most profitable and active broker in mexican equities under my watch.
- Managed a diverse portfolio of equities, achieving consistent returns in various market conditions.
- Reduced transaction costs and increased execution efficiency through continuous improvement of trading processes.
- Maximized profit potential with the development of quantitative models and analysis of trade data.
- Conducted thorough due diligence on potential investments to ensure optimal allocation of funds.
- Monitored real-time market data feeds, adjusting trades as necessary to capitalize on emerging opportunities.
- Evaluated macroeconomic factors to make informed decisions about asset allocation and diversification strategies.
- Maintained strong relationships with brokers and other industry professionals, fostering collaboration and information sharing.
Education
MBA - Accounting And Finance
McCombs School of Business
University Of Texas At Austin06.2005
Bachelor of Science - Business Administration
ITAM
Ciudad De México06.1991
Skills
- Derivatives Trading
- Position Sizing
- Risk Management
- Swing Trading
- Pattern Recognition
- Hedging Techniques
- Trading Psychology
- Equity Valuation
- Fundamental Analysis
- Stop Loss Discipline
- Technical Indicators
Accomplishments
- Achieved above benchmark returns with better risk profile through market cycles on managed mutual funds.
- Achieved positive absolute returns in most down years for market indexes in prop books and SMAs
Certification
- Strategic Investment Management, London Business School
- Value Investing. Columbia University
- Damodoran on Valuation, NYU
- Peak Performance 1,2,3 Van Tharp Institute
Languages
English
Bilingual or Proficient (C2)
Timeline
Proprietary Equity Trader
Kerschner Trading Group
01.2015 - Current
Portfolio Manager
Sherpa Capital
04.2012 - Current
Managing Director of Equity Trading
Ixe Casa De Bolsa
04.2001 - 10.2011
Vice President Emerging Markets Equities
Bank Of Boston
01.1998 - 03.2001
Vice President Emerging Market Equities
Bankers Trust
10.1995 - 08.1997
Proprietary Equity Trader
GBM, Grupo Bursátil Mexicano
01.1991 - 10.1995
MBA - Accounting And Finance
McCombs School of Business
Bachelor of Science - Business Administration
ITAM
Similar Profiles
Billy BarsiBilly Barsi
Proprietary Equity Trader at T3 Trading Group LLCProprietary Equity Trader at T3 Trading Group LLC
OMAR HALAWEHOMAR HALAWEH
Accounting Manager at Rolaco Trading and Contracting Co - Abdulaziz Abdallah Al Sulaiman GroupAccounting Manager at Rolaco Trading and Contracting Co - Abdulaziz Abdallah Al Sulaiman Group
Daniel MejiaDaniel Mejia
Import & Sales Manager at Rtt Trading Group Inc.Import & Sales Manager at Rtt Trading Group Inc.