Perhaps the area we have been committed to most since inception is Research. We have been proudly covering and scrutinising most companies since listing, in the process developing a deep understanding of respective business models. This allows us to form a view with conviction. This view forms the backbone of all investment decisions taken by the rest of the team supporting clients. The Research team has grown consistently over the years
Our independent and objective research is also possible due to the fact that our analysts have close working relationships with the top management of listed companies and perform regular company visits. Moreover, they attend all presentations made by listed companies including stockbrokers’ meetings, all Annual General Meetings and Extraordinary General Meetings.
Josef is the Head of the Research Unit and also sits on various internal investment committees. He graduated with a Bachelor of Commerce (Hons) from the University of Malta in 2004, and in 2007 also obtained a Degree of Master of Arts in Public Policy.
Following an 8-year career in the banking sector, Josef joined Rizzo Farrugia as a Research Analyst in 2015. Josef obtained the Certificate for Financial Advisers (CeFA) in 2015 and successfully read the ‘Applied Corporate Finance’ course at the Stern School of Business, New York University.