DREYFUS NEENAN

acqy5m@r.postjobfree.com 914-***-**** (c) LinkedIn: Dreyfus Neenan

EXPERIENCE

Davis Funds – New York, NY [Equity AUM 35B - 115B] 2006 - 2015

Buyside equity analyst recommending ideas for PMs and managing part of a Research strategy.

Equity Research – US and Global

Direct report to Chair/CIO on team of 12 investors. Financial Services specialist, capable generalist.

Idea generation, research insight, and recommendations among P+C insurers, insurance brokers, rating agencies, exchanges, asset managers, info services, and capital markets/banks.

Investments initiated: ACE at $59, RE $85, CME $48 [sold $84], GS $95, FFH $270, BEN $46-$53, BRK/A $77,000, BVMF3.BZ $R10, MMC $50, MCO $77, MHFI $81, PGR $17 [sold $27], WRB $26, MKL <$500

Independently executed investment cycle – idea generation, business appraisal, valuation and modeling, management/competitor, etc. meetings, proxy analysis, and voting recommendations.

Aided results by identifying quality businesses with high/rising ROIC, strong growth, durable balance sheets, and value building managers, then patiently waiting to invest at attractive valuations

13D/M&A: Helped PM navigate ‘bidding war’ for Transatlantic Holdings [Davis owned 23%]

Created practice's ‘Value Investing Library' – reference collection of investor talks and literature.

Co- Manager – Internal Davis Research Team Fund

Managed $1-4M AUM 10 stock 'sleeve', both value investing and QARP/GARP [details page 2].

6 years to 12/2014 I returned 19.87% annually vs. S&P 17.22%, so outperformed S&P500 by 265bp gross/195bp net of fees [annualized], also S&P Financials by 580bp/510bp. Average turnover 15%.

Investing strengths: valuation discipline, temperament, independent thinking, idea generation

Morningstar – Chicago, IL 2003 - 2006

Equity Research Analyst, 2003, Senior Analyst/Insurance Team Leader 2004-6

Appraised intrinsic value, moat, growth, stewardship, and financial strength for sector equities

Promoted at 1 Year to lead 3 analysts covering 100 insurance equities, reviewed all appraisals

Created and launched analyst portfolio, combining best firm wide investments

Capital Partners – Sydney, Australia 2002

Equity Research at start-up institutional advisor/asset manager. Sydney Airport IPO.

Accenture – Melbourne/Sydney/Perth, Australia 1997 - 2001

Financial Services: Analyst, 1997-1998; Consultant, 1998-2000; Strategy Consultant 2000-2001.

EDUCATION

MBA [Honors] – The University of Chicago Booth School of Business 2002 - 2004

Bachelor of Economics [Honours] – Monash University [Melbourne, Australia] 1996

ILLUMINATION

Interests: Cricket, Tennis, Squash, Sydney Swans, Dallas Cowboys, DJ’ing. Business History/Biography.

Dual citizen: Australia/USA.

INVESTING

Contact this candidate