Isaac May is an equity specialist with a deep focus on high-conviction research, active capital deployment, and tactical positioning across ASX-listed and global equities. Known for his sharp analytical acumen and disciplined stock selection framework, Isaac works closely with investors to identify asymmetrical opportunities driven by earnings momentum, sector rotation, and market mispricing.

His expertise spans both top-down macro assessment and bottom-up equity analysis, allowing him to translate complex themes into actionable trade ideas. Isaac brings a strong foundation in valuation modelling, fundamental screening, and market structure — enabling clients to navigate volatility with clarity and precision.

With experience supporting sophisticated portfolios and high-net-worth clients, Isaac is skilled at bridging strategy and execution. Whether identifying short-term trades or long-duration compounders, he is trusted for his deep preparation, transparent thesis communication, and focus on capital preservation.

At the intersection of equity research, investor education, and execution support, Isaac continues to help clients move with speed and conviction in an increasingly data-driven environment.