I’m an investment analyst with 6 years of experience in institutional funds management with a career spanning equity research, external manager selection, and most recently, asset allocation. My background has given me a deep understanding of markets from a bottom-up and top-down perspective. This involves both analysing individual equities to interpreting macroeconomic trends that shape asset class returns. I hold a Bachelor’s degree in Finance and Accounting and am currently undergoing the CFA programme. I began my career covering the information technology sector, and over time, my passion for markets has grown to include a wide range of sectors, global industry shifts, and macro-driven investment strategy. I’m in the early stages of building WaiRua Research, a personal research brand and platform that allows me to explore markets more deeply, develop independent insights, and share what I learn with the broader investment community. The goal is simple: To break down complex themes into clear, actionable ideas that investors can apply with confidence. On Seeking Alpha, I aim to publish thoughtful, research-driven content that converts macro to micro, fundamentals to strategy. If you’re interested in macroeconomic analysis, equity ideas, and frameworks for ETF investment. I invite you to follow my work as I grow WaiRua Research and contribute to the investing conversation.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
No position of MAIN in my personal portfolio. This was more of a deep-dive analysis on the stock for readers of Seeking Alpha.
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