Kyle is a Senior Analyst in the Global Equities team. Prior to joining Milford in 2022, Kyle spent 6 years in London working for Glenernie Capital, a long/short Small-Mid Cap European Equity fund, and as an equity research analyst with Citi Group. Kyle started his investment career at Moelis and Company in Sydney, covering Australian small caps.
He holds a Bachelor of commerce degree from The University of Sydney and is Chartered Accountant (CA) qualified, having begun his career at Deloitte.
Kyle is based in Milford’s Sydney office.
Arthur J Gallagher (AJG) is a US-listed insurance and risk management broker, providing property and casualty insurance, employee benefits and consulting services to businesses. It was founded in 1927, has a market cap of US$75b, and is still run by the Gallagher family.
The business has delivered an adjusted earnings per share compounded annual growth rate […]
Interactive Brokers is an American electronic broker that helps individuals and investment firms execute the trading of shares, options and futures. It is a highly automated platform that allows it to offer the lowest cost service, while still achieving industry-leading margins of 70%+ adjusted profit before tax.
Having been founded in 1978 by Chairman and largest […]
Nice embraces cloud-based technology
When we invest globally, one thing we often look for are investment ideas that have a favourable long-term thematic, at a point of change that can accelerate our investment view or the stock concerned is being misunderstood by the market.
One such example is Nice, an industry-leading Contact Centre as a Service (CCaaS) […]
The awareness of Generative Artificial Intelligence (GenAI) has exploded since the release of ChatGPT in November 2022, firstly led by consumer-facing applications and further expanding to the investment community and corporates.
After recently spending two weeks on the US West Coast meeting with 60+ companies across the technology sector, the topic of AI dominated the majority […]
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