Michael Lockrow

Background

About Michael Lockrow

What drives me is the opportunity to make a difference. I started my career as an economist and covered Japan at Baring Securities, UBS, and Invesco. As an equity analyst, I combined top-down and bottom-up analysis to make successful investment calls across sectors, which included consumer demand-related companies, such as retailers, clothing, food, and autos, where earnings are heavily dependent on consumer behavior. As a hedge fund analyst, I wrote about the warning signs as risks continued to mount from mid-2007. I also focused on lower beta-volatility managers in Asia to protect fund returns. In the wake of the global financial crisis, I took a different career path. I harnessed my skills in macro insight, quantitative modeling, and demand sensing to turn around a hotel’s revenue performance as director of revenue, resulting in double-digit annual RGI growth. What I believe defines me is not the breadth of my analytical experience, but my deep commitment to making a positive difference.