Cordis Asset Management
Jacob Celermajer, CFA, currently serves as a Portfolio Manager and Senior Equity Analyst at Cordis Asset Management since December 2019, where the focus is on launching an equity fund aimed at addressing life-threatening chronic diseases, particularly during the COVID pandemic. Prior experience includes a role in the Institutional Equity Team at Deutsche Bank from February 2016 to July 2019, which provided insights into equity markets and investment strategies. Jacob also interned at Origin Energy in 2014-2015, modeling renewable energy uptake, and gained experience as a Private Equity Analyst at Lehman Brothers from 2012-2013. Educational qualifications include a Level 3 certification from the CFA Institute and dual Bachelor's degrees in Commerce and Engineering from the University of Sydney, supplemented by a semester abroad in International Business at the University of Georgia.
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Cordis Asset Management
Cordis Asset Management is a boutique Australian fund manager investing in the companies which design and manufacture medical devices to treat chronic disease. Cordis provides access to the high quality and fast growing medtech market with daily liquidity. The Fund's ideation came from hospital operating theatres, rather than a Wall St trading floor, providing us with inimitable medtech insights which continue to provide our sustainable competitive advantage today. We have built our circle of competence around investing in the secular tailwinds driving the medical technology industry. We invest in our best ideas for the long-term because we believe we are still in the early stages of a long-term structural trend.