Charlie Willestril
Chartered Financial Analyst, Chief Investment Officer, Portfolio Manager, Managing Director
Since 2008, I have served as a director, chief investment officer, and portfolio manager at Virelle. Analyze important economic and political factors and their impact on markets and investments. Contact government officials, industry experts, and local economists to understand the investment environment. Establish a detailed financial model to predict revenue and cash flow for company valuation. Use the SASB framework to assess and document opportunities and risks related to ESG.
2005-2008, served as an investment manager and strategic researcher at Castle Investment Group. Responsible for managing multiple investment portfolios focused on global emerging market stocks. By optimizing the risk return ratio of the investment portfolio through quantitative investment modeling, successfully managing the investment portfolio to achieve an annualized return of 25% within three years.
2003-2005, I joined Thornburg Investment Management Company located in Santa Fe, New Mexico, as a portfolio manager for Thornburg Developing Countries Strategy (Emerging Market Equity Strategy) (Fund/SMA/CIT).
In 1998, joined Marsico Capital Management, LLC， Serving as a senior stock analyst and partner, responsible for all Marsico funds, with investment areas including payments, energy, materials/chemicals, agriculture, healthcare, and technology.
In 1996, he became an alternative investment analyst and portfolio analyst at ABP Pension Fund in Schiphol, North Holland, Netherlands.
2005-2008, served as an investment manager and strategic researcher at Castle Investment Group. Responsible for managing multiple investment portfolios focused on global emerging market stocks. By optimizing the risk return ratio of the investment portfolio through quantitative investment modeling, successfully managing the investment portfolio to achieve an annualized return of 25% within three years.
2003-2005, I joined Thornburg Investment Management Company located in Santa Fe, New Mexico, as a portfolio manager for Thornburg Developing Countries Strategy (Emerging Market Equity Strategy) (Fund/SMA/CIT).
In 1998, joined Marsico Capital Management, LLC， Serving as a senior stock analyst and partner, responsible for all Marsico funds, with investment areas including payments, energy, materials/chemicals, agriculture, healthcare, and technology.
In 1996, he became an alternative investment analyst and portfolio analyst at ABP Pension Fund in Schiphol, North Holland, Netherlands.
Education Background
- 1993-1995, Master of Science in Finance, Yale University
- 1989-1993, Bachelor of Business Administration, Erasmus University Rotterdam, Netherlands