Background
Andrew Evans, CFA
Senior equity investor and research leader with 25 years’ experience across buy-side and sell-side institutions. Former Fund Manager at Schroders, co-managing c.£6bn within a c.£12bn Global Value platform. Combines deep fundamental investment expertise with advanced technical capability in Python and AI-driven workflow development.
Career Summary
Fund Manager / Senior Analyst
Schroders
2015–2025
Co-managed c.£6bn across European and UK equity mandates within the c.£12bn Global Value platform. Top-quintile peer group ranking. Strong performance of bottom-up analysis. Helped build a suite of Python-based research tools adopted by the wider team.
Head of UK Research
Threadneedle (Columbia Threadneedle)
2014–2015
Led the UK equity research product, coordinating output across multiple investment styles - growth, momentum, quality, and value.
Senior Analyst - European Transport
Nomura (ex-Lehman Brothers)
2009–2014
Senior coverage of European airlines and transport. Recognised for stock-picking in external industry surveys. Joined following Nomura’s acquisition of Lehman Brothers’ European business.
Analyst - European Transport
Dresdner Kleinwort
2001–2009
Graduate programme to senior analyst. Helped establish the transport team as one of the top two in the sector, competing with larger bulge bracket teams.
The Investment Journey
A scrollytelling walkthrough of the formative moments in my career — seeing the dotcom bubble burst, Lehman in 2008, the European debt crisis, the value drawdown of 2017–20 — and what each chapter taught me about markets and process.
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Qualification
CFA Charterholder
2004
Education
BA Economics, University of Exeter
First Class Honours · Dean’s Commendation · Award for Microeconomics
Portfolio Performance
Fund-level performance across two mandates within the Schroders Global Value platform. Peer group rankings sourced from Morningstar.
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Analytical Track Record
Over a decade of documented stock-level decisions with measured 3-year outcomes. Buy and Pass hit rates, average annualised return gaps, and stock-by-stock attribution.
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Values & Psychometric Profile
Based on coaching sessions and multiple standardised assessments (Lumina, CliftonStrengths, Spotlight, 16Personalities). The consistent theme: analytical, process-driven, evidence-based — with a strong emphasis on teamwork.
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Recent AI & Innovation Projects
Since mid-2025, focused on bridging investment expertise with technology - building tools that augment the investment process.
- •Designed and built AI-driven research automation tools using Python and agent-based coding systems
- •Developed workflow automation tools with former investment colleagues
- •Built financial modelling and scenario engines for property venture
- •Collaborated with early-stage founders on AI applications in finance
See the full coding portfolio for details on each project.