Kate Calvert
About Kate Calvert
Kate Calvert is an experienced Equity Research Analyst and Head of Retail at Investec, with over 25 years in the retail industry. She has held various roles at notable firms, including HSBC Securities and Morgan Stanley, and has achieved top rankings as a financial analyst.
Current Role at Investec
Kate Calvert currently serves as the Equity Research Analyst and Head of Retail at Investec, a position she has held since 2013. In this role, she focuses on analyzing the retail sector, providing insights and recommendations to clients. Her extensive experience in equity research enables her to guide investors in making informed decisions regarding retail investments.
Previous Experience in Equity Research
Prior to her current role, Kate Calvert has held various positions in equity research across several firms. She worked at Seymour Pierce as an Equity Research Analyst specializing in Retail from 2010 to 2013. Before that, she was at Cantor Fitzgerald, where she served as Head of Research CFE and Equity Analyst - Retail for 8 months in 2013. Her career also includes roles at Morgan Stanley and HSBC Securities, where she developed expertise in retail analysis.
Educational Background
Kate Calvert has a strong educational foundation in economics and business. She earned her Bachelor of Science (BSc) in Economics from Queen Mary University of London from 1986 to 1989. She furthered her education by obtaining a Master of Business Administration (MBA) from Imperial College London in 1991. Additionally, she completed a Non-Executive Directors’ Seminar at Cranfield School of Management in 2020.
Achievements in Equity Research
Kate Calvert has received recognition for her work in equity research, achieving the #1 ranking as a Retail analyst in the II U.K. midcap for both 2020 and 2021, alongside the Investec Retail team. She is consistently ranked as a top financial analyst in Extel/II, reflecting her expertise and contributions to the field of retail analysis.
Extensive Industry Experience
With over 25 years of experience in the retail industry, Kate Calvert has developed a comprehensive understanding of market dynamics. Her career spans various roles in investment banking, where she has advised investors on strategies and corporates on fundraising. This extensive background equips her with the insights necessary to navigate the complexities of the retail sector.