CEO and CIO

Barbara Ann Bernard, founder & CIO of Wincrest Capital, has a passion for investing that goes back to her days of growing up in The Bahamas. It was there that 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 and the Energy Transition Fund.
Barbara Ann was named a Young Global Leader in 2018 by the World Economic Forum and to the list of 50 Leading Women in Hedge Funds in 2019 by EY and the Hedge Fund Journal and to the Bretton Woods Climate Finance Working Group in 2022. She is a graduate of Li Po Chun United World Colleges in Hong Kong, Lakefield College School in Canada, 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, is Chair of the United World Colleges Bahamian National Committee and is a co-Founder of the Variant Perspectives – Women in Value Investing Conference.

Compliance and Operations

Prior to joining Wincrest Capital, Connie was employed by The Symonette Group for over a decade, where she managed daily finances and served as director, corporate secretary or compliance officer on 27 companies under The Symonette Group umbrella. Prior to this, Connie served as head of operations and head of settlement for GEM “Global Equity Management” s.a, a global hedge fund based in The Bahamas. She served as the designated contact for the Norwegian honorary consulate in Nassau, The Bahamas from 2009 to 2018. Connie has an accounting background, is a graduate of Eastern Florida State College and received her Associate in Science degree in paralegal studies.

As a senior partner and founding member of Habrok in 2004, Ketan has over 15 years of portfolio management and equity investing experience. Through building and mentoring the research team at Habrok, Ketan played a critical role in establishing the Firm’s investment process. At Habrok, Ketan focused on consumer-facing stocks, media & telecoms, building materials, and support services. During Ketan’s tenure at Habrok, (2004-2017), the Fund returned a CAGR of 10.1% compared to 4.9% for MSCI World index.
Ketan began his career as a Chartered Accountant and earned his ACA at KPMG. Ketan worked in London and New York from 1995 to 2000 with KPMG where he focused on the financial services industry. Ketan then moved to Cazenove as a generalist in the European Small/Mid-Caps analyst team until 2004 before joining Habrok. Ketan is a graduate of Warwick University.

Director of Research

As a senior partner and founding member of Habrok in 2004, Ketan has over 15 years of portfolio management and equity investing experience. Through building and mentoring the research team at Habrok, Ketan played a critical role in establishing the Firm’s investment process. At Habrok, Ketan focused on consumer-facing stocks, media & telecoms, building materials, and support services. During Ketan’s tenure at Habrok, (2004-2017), the Fund returned a CAGR of 10.1% compared to 4.9% for MSCI World index.
Ketan began his career as a Chartered Accountant and earned his ACA at KPMG. Ketan worked in London and New York from 1995 to 2000 with KPMG where he focused on the financial services industry. Ketan then moved to Cazenove as a generalist in the European Small/Mid-Caps analyst team until 2004 before joining Habrok. Ketan is a graduate of Warwick University.

Gavin Wood is an accomplished equity research analyst with over 20 years’ experience, primarily focused on mining stocks across developed and emerging markets. He also has experience across a range of sectors, including industrials and technology. Within Metals & Mining, his research coverage has ranged from early-stage exploration and development companies through to well-established commodity producers across base metals, precious metals, bulk commodities, and steel markets.
After graduating from the University of Exeter with a degree in Mechanical Engineering, Gavin qualified as a Chartered Accountant with PwC.
His equity research career took him to J.P. Morgan Cazenove and Nomura, and he has featured in top five-ranked research teams in a number of City surveys. His in-house mining experience includes TSX-listed Katanga Mining, which restarted the Kamoto copper mining & processing operations in the Democratic Republic of Congo.
Gavin was involved with the development of a quantitative analysis solution to measure, report and manage climate change physical and transition risks and opportunities across the equity portfolios of major asset managers, banks and insurers. He has also worked on projects to enable investors to review and compare the ESG disclosures of UK-listed companies.

Lead Energy Transition Fund analyst

Gavin Wood is an accomplished equity research analyst with over 20 years’ experience, primarily focused on mining stocks across developed and emerging markets. He also has experience across a range of sectors, including industrials and technology. Within Metals & Mining, his research coverage has ranged from early-stage exploration and development companies through to well-established commodity producers across base metals, precious metals, bulk commodities, and steel markets.
After graduating from the University of Exeter with a degree in Mechanical Engineering, Gavin qualified as a Chartered Accountant with PwC.
His equity research career took him to J.P. Morgan Cazenove and Nomura, and he has featured in top five-ranked research teams in a number of City surveys. His in-house mining experience includes TSX-listed Katanga Mining, which restarted the Kamoto copper mining & processing operations in the Democratic Republic of Congo.
Gavin was involved with the development of a quantitative analysis solution to measure, report and manage climate change physical and transition risks and opportunities across the equity portfolios of major asset managers, banks and insurers. He has also worked on projects to enable investors to review and compare the ESG disclosures of UK-listed companies.

Indira was engaged by Wincrest in the capacity as an outsourced Compliance Officer. Indira leads Compliance and Corporate Governance functions at Caystone Solutions reporting directly to the Board of Directors and Managing Director. Prior to joining the Caystone team, Ms. Ferguson served as an Inspections Officer at the Securities Commission of The Bahamas, conducting field examinations of regulated entities and licensees. Ms. Ferguson holds a Bachelor of Science degree in Business Administration, with a concentration in Finance, from Clark Atlanta University (US) and an International Diploma in Anti-Money Laundering and Compliance. She holds memberships in the Association of Certified Fraud Examiners and the International Compliance Association.

COMPLIANCE

Indira was engaged by Wincrest in the capacity as an outsourced Compliance Officer. Indira leads Compliance and Corporate Governance functions at Caystone Solutions reporting directly to the Board of Directors and Managing Director. Prior to joining the Caystone team, Ms. Ferguson served as an Inspections Officer at the Securities Commission of The Bahamas, conducting field examinations of regulated entities and licensees. Ms. Ferguson holds a Bachelor of Science degree in Business Administration, with a concentration in Finance, from Clark Atlanta University (US) and an International Diploma in Anti-Money Laundering and Compliance. She holds memberships in the Association of Certified Fraud Examiners and the International Compliance Association.

CONSTELLATION ADVISERS

Constellation is a group of skilled investment management and financial services professionals who offer a full range of accounting, tax, finance and operations, as well as regulatory and compliance services to clients located around the world. Constellation presently services over three hundred and fifty clients including investment partnerships, hedge funds, private equity funds, real estate funds, offshore funds, mutual funds, and fund-of-funds which utilize a wide variety of investment strategies and instruments.
The Constellation team has a broad range of experience assisting clients at all stages of growth – from start-up to wind-down, from initial registrations to building and overseeing full-scale compliance programs, and from day-to-day accounting and operational support to providing urgent, onsite support for SEC examinations. They work with clients to evaluate and improve their control environment and to maintain compliance with current accounting and regulatory standards. With a sound foundation of service, they excel in making the extra effort – their customized approach helps their clients meet their objectives and build sustainable, scalable infrastructure with practical, functional efficiency. Their attention is always placed on maximizing overall value to their clients.
In addition to their staff’s extensive expertise in the accounting, tax, and finance spheres, Constellation is a leader in compliance and regulatory functions, operations, infrastructure, and technology. With backgrounds in accounting, consulting, legal, regulatory, due diligence, fund compliance, and at the SEC, the Constellation team is able to offer practical advice on a complete array of operational requirements, as well as identifying potential risks by taking into account the intersecting functions and needs of a business.

LLC, CCO, CFO & COO

Constellation is a group of skilled investment management and financial services professionals who offer a full range of accounting, tax, finance and operations, as well as regulatory and compliance services to clients located around the world. Constellation presently services over three hundred and fifty clients including investment partnerships, hedge funds, private equity funds, real estate funds, offshore funds, mutual funds, and fund-of-funds which utilize a wide variety of investment strategies and instruments.
The Constellation team has a broad range of experience assisting clients at all stages of growth – from start-up to wind-down, from initial registrations to building and overseeing full-scale compliance programs, and from day-to-day accounting and operational support to providing urgent, onsite support for SEC examinations. They work with clients to evaluate and improve their control environment and to maintain compliance with current accounting and regulatory standards. With a sound foundation of service, they excel in making the extra effort – their customized approach helps their clients meet their objectives and build sustainable, scalable infrastructure with practical, functional efficiency. Their attention is always placed on maximizing overall value to their clients.
In addition to their staff’s extensive expertise in the accounting, tax, and finance spheres, Constellation is a leader in compliance and regulatory functions, operations, infrastructure, and technology. With backgrounds in accounting, consulting, legal, regulatory, due diligence, fund compliance, and at the SEC, the Constellation team is able to offer practical advice on a complete array of operational requirements, as well as identifying potential risks by taking into account the intersecting functions and needs of a business.

Monsieur Moustache, or “Mous” for short, is an apricot standard poodle who loves office days, belly rubs, treats, and barking at couriers. Mous takes his Door-dog duties seriously and enjoys seeing his long standing clients. Areas of Expertise: Being Cute | Chewing Toys | Greeting FEDx Deliveries.

Ask to Mous to show you his “Cross Your Paws” trick!

Chairdog & Resident Paper Shredder

Monsieur Moustache, or “Mous” for short, is an apricot standard poodle who loves office days, belly rubs, treats, and barking at couriers. Mous takes his Door-dog duties seriously and enjoys seeing his long standing clients. Areas of Expertise: Being Cute | Chewing Toys | Greeting FEDx Deliveries.

Ask to Mous to show you his “Cross Your Paws” trick!