Barbara Ann Bernard

Barbara Ann Bernard is the Founder & CIO of Wincrest Capital.  Barbara Ann was named one of the top 50 Women in Hedge Funds globally by Ernst & Young and the Hedge Fund Journal in 2019.  She co-founded the Variant Perspectives: Women in Value Investing Conference and was honored as a Young Global Leader by the World Economic Forum in 2018.

She has a passion for investing that goes back to her days of growing up in The Bahamas.  It was there that as a 15-year-old Barbara Ann persuaded legendary value investor Sir John Templeton, a fellow Bahamian resident, to take her on board for the first of what would become a series of summer jobs at Templeton Global Advisors, instilling a fundamental value-oriented investment approach to the public markets.  Later, working in investment banking at Goldman Sachs, followed by alternative asset management at Deutsche Bank, and as an investment analyst at Holowesko Partners, she acquired a robust grasp of private market valuation and the hedge fund industry.  Today, she is the portfolio manager of the Wincrest Contraria Fund, which is a global long/short equity fund of niche, esoteric investment ideas based on bottom-up “Go-See” research.

 

Barbara Ann is a graduate of Li Po Chun United World Colleges in Hong Kong and the London School of Economics, where she Chaired the LSE Business Society.  She currently serves on the Finance Committee of the Lyford Cay Foundation and Chairs the United World Colleges Bahamian National Committee.