portfolio appraisals

Welcoming new member Warwick Simons

Umbrex is pleased to welcome Warwick Simons.  Warwick Simons has 20 years of experience advising clients on corporate strategy, growth opportunities and investment & portfolio appraisals. He started his career with six years at Bain & Company, including an MBA at INSEAD, before joining a London-based hedge fund to apply his Bain skill set to public market equity investments. Warwick moved to Hong Kong in 2010 to pursue a career in equity research, which included three years leading Goldman Sachs’ Asia-Pacific team focused on evaluating businesses sustainable competitive advantages, and three years running his own independent investment research business. Warwick transitioned this business into an advisory & consulting model during 2020.

Warwick is based in Hong Kong with his wife and their young family, and together they split their time between Hong Kong, New Zealand and the US West Coast.