A brief insight on the investment case for UMG and how, through focusing on identifying information that materially impacts intrinsic value, we find attractive valuations offshore.
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Mark Narramore
Investment Professional
B.Com. Investment Management, CFA
Mark joined Truffle in September 2024 as an Equity Analyst. He brings extensive knowledge and experience analysing stocks across various sectors, both locally and globally. He began his career at JP Morgan in 2011 before joining Novitas Capital Advisors as a corporate finance analyst in 2013 where he worked with various public and private companies on various projects including capital raising, mergers and acquisitions and sale mandates. In 2016, Mark joined Excelsia Capital as an Equity Analyst where he was responsible for covering the Telcos, Media, General Industrials, Paper, Chemicals, Tobacco and Beverages both in South Africa and globally. He was later promoted to Head of Research and responsible for leading the development and implementation of the equity research process.