Leo Roubicek

Leo works with the portfolio managers, performing fundamental analyses of companies in order to form a complete understanding of them. Leo particularly loves the Japanese stock market, as he believes there are many extremely undervalued companies still to be found there.

Connecting the dots

Leo is a passionate analyst. He aims to look as far as possible behind the figures so as to make viable connections. He seeks to understand what are the real drivers of an industry? Are the problems in an organization temporary or permanent? What can be seen happening in the market, and what is really going on?

Happy to be wrong

Although Leo has been active for a long time in Japanese equities and clearly understands them, he is still happy to own up to, and discuss any mistake. Because if you’re wrong, you can always learn something from it. The flat organizational structure and open culture of Pelargos helps. “We really discuss anything and everything here. There is a lot of dialogue about what we see in the market and what is really going on, “says Leo.

From London to The Hague

Leo is pleased to have moved from London to The Hague. “Here in The Hague you can observe and analyze the financial markets in peace” says Leo. In The Hague Leo meets a large number of Japanese management teams. Most Japanese companies come for a day to Amsterdam when they are in Europe. Leo explains; “In London, we would have to compete for 30 minutes of meeting time, but here in the Netherlands we can easily make an appointment and they have enough time for us”.

Leo Roubicek

Senior Research Analyst

  • Introduction

  • Leo works with the portfolio managers, performing fundamental analyses of companies in order to form a complete understanding of them. Leo particularly loves the Japanese stock market, as he believes there are many extremely undervalued companies still to be found there.

  • Work experience

    • Pelargos Capital (2013-present)
    • Vice President Japan Equity Sales, Morgan Stanley (2005-2013)
    • Manager Corporate Finance, Daiwa Securities (2002-2005)
  • Education

    • Postgraduate manufacturing engineering course, Cambridge University (2000-2001)
    • Bachelor of Arts, with Japanese Economics, University of Leeds (1996-2000)