Sorin Roibu
Portfolio Manager & Research Analyst - Global Equities @Franklin Templeton
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WORK HISTORY
Portfolio Manager & Research Analyst - Global Equities @Franklin Templeton
Philadelphia, PA, US
Co-manager of Global & International Opportunistic Equity strategies, with combined assetsof ~$1bn; management of investments, portfolio construction, and risk management.Direct the research and idea generation, linking bottom up equity research toshifting macroeconomic drivers such as yield curve changes, central bank policy, and inflationary trends.Perform bottom-up fundamental research on US, International and Emerging Market companies; generalist; value investment style.
EDUCATION
Academia de Studii Economice din Moldova
Bachelor's degree, Finance, Banking, BBV
University of Pennsylvania
Graduate Degree, Masters of Applied Positive Psychology
Drexel University
BA, Finance
SKILLS
ABOUT SORIN ROIBU
LEADERSHIP PHILOSOPHY- Grounded in positive psychology, my leadership philosophy centers on building resilient, high-performing teams where people flourish. I focus on building trust through high-quality connections, amplifying strengths, and creating belonging. When people feel valued and empowered to take risks, they deliver exceptional results while finding meaning in their work.INVESTMENT PHILOSOPHY- An undervalued stock does not necessarily mean low P/Bk or low P/E multiples, but market price relative to intrinsic value- My philosophy on intrinsic value is that it is a function of 1) the profitability of the business (Return on Invested Capital, ROIC) relative to cost of capital; 2) the length of run-way for growth and 3) the competitive advantage of the business which impacts the sustainability of the spread between ROIC and cost of capital- Understand the industry dynamics (cyclical or structural) which can significantly influence the outlook of a business- There isn’t a one-size-fits-all approach to valuing businesses. Different valuation tools should be considered for different types of business. For example, book value is more accurate and relevant for a bank than for an industrial business where asset values are carried at depreciated historical costs, or a capital light software business- Prefer using primary sources (annual reports, proxy statements, other company filings) to research from third parties- Approach most businesses on a longer-term (3-5yrs) investment horizon, unless there is a tactical near-term opportunity. Less focused on the short term, quarter to quarter, swings in the business- Think of risk as permanent loss of capital, not share price volatility. Permanent loss of capital can happen in many ways: too much debt, paying too high of a price, ESG risks, business disruption, etc- The ultimate goal in analyzing a company is to find businesses that are undervalued and that can compound capital at a high rate for a long period of time.
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