In her new role, Julia will be responsible for quantitative and qualitative company analysis, developing customised stock models and making stock recommendations. She will report to Dani Saurymper.
Prior to joining PAM, Julia was a senior analyst covering diversified financials at JP Morgan. She has also held roles at Elsworthy Capital and Berenberg Bank as well as a prior period at JP Morgan where she spent six years in capital goods equity research. She is a CFA Charterholder and holds an MSc in Accounting and Finance from the London School of Economics and a BSc in Economics from University College London.
Pacific Asset Management is set to launch a new fund for Dani and Julia in October focusing on Longevity and Social Change.
Dani Saurymper added: “I am thrilled that Julia is joining the team. With over a decade of experience, Julia brings an exceptional understanding of global markets, especially within the diversified financials sector. Her background will complement the existing skills within the team whilst adding new perspectives. Her appointment supports PAM’s broader commitment to delivering a unique and differentiated equity value proposition for investors focused on this century’s greatest social, economic and political transformation – ageing societies globally.”
Julia Varesko, commented: “I am really pleased to have joined Dani and the wider team at PAM. The supportive framework that has been put in place, underpinned by access to comprehensive data sets and technology resources, will enrich and complement our fundamental investment approach.
I am looking forward to working closely with Dani and making use of my experience not just in equity research, but more broadly in reporting on the sustainability and ESG fundamentals of the companies we invest in.”
Matthew Lamb, CEO, Pacific Asset Management, said: “We are excited for Julia to join our growing equities team at Pacific Asset Management. It is no secret that we have great ambition to build a powerful and sustainable franchise around the longevity economy, huge demographic shifts and social change as the world pivots to a more sustainable future. Julia’s appointment adds deep expertise to Dani Saurymper’s team and will enable us to bring forward-looking, innovative strategies to our clients.”