Simon Chaix

Simon Chaix is a dedicated Equity Research Analyst at AlphaValue, where he plays a pivotal role in delivering in-depth fundamental analysis on a diverse range of European equities across multiple sectors. Leveraging his strong foundation in corporate finance, Simon conducts comprehensive valuation assessments using a variety of techniques such as Discounted Cash Flow (DCF), Net Asset Value (NAV), comparable company analysis (Comps), and dividend discount models. His expertise enables him to produce insightful equity stories, detailed research reports, and macroeconomic commentaries that inform investment decisions and support AlphaValue’s client portfolio strategies.

In his current role, Simon is actively involved in analyzing macroeconomic trends and geopolitical developments that influence market dynamics and sector performance. His work often integrates ESG considerations, exemplified by his involvement in an R&D project focused on developing an ESG scoring system, which aims to enhance the firm’s sustainable investment insights. Simon’s skills in financial analysis, macroeconomics, and investment capital are instrumental in identifying undervalued opportunities and assessing risk factors within the European equity landscape.

With a passion for understanding how businesses operate and thrive, Simon continuously seeks to expand his expertise in areas such as convertible bonds, personal finance, and management strategies. His analytical mindset, combined with leadership qualities and fluency in English, positions him as a valuable asset at AlphaValue, where he contributes to shaping innovative research frameworks and supporting clients with data-driven, strategic investment recommendations.