Equity Analyst with more than ** years of experience in investment strategy and stock selection based on analysis of company and stock valuation as well overarching industry trends. Analytical strategist well-versed in both buy-side and sell-side investing, leveraging expertise to support investor relations with shareholders. Value-oriented leader adept at delivering high-impact presentations that facilitate the purchase and sale of stock.
Areas of Expertise
Fund Portfolio Mgmt.
Currency and Hedges
Cash & Cash Flow
Recommended stocks for a $300M Small Cap value fund and $250M Micro Cap fund with a typical position size ranging between $5M and $10M, strategizing top-notch stock selections based on in-depth research.
oContributed to explosive Micro Cap fund growth from $0 to $250M through strong stock selection.
Specialized in the technology, media, telecom (TMT) sector as well as chemicals and materials industries, with a focus on software, hardware, services, semiconductors, and semiconductor capital equipment.
Instituted best practices for managing the firm’s commission budget based on strategic internal collaboration, thereby optimizing spend and driving improved coverage from Wall Street.
Professional Experience & Achievements
NorthPointe Capital – Bloomfield Hills, MI 01/2000 – 01/2018
Equity Analyst – Small Cap Value Fund & Micro Cap Fund
Managed an average of 20-30 stocks within the fund portfolio, representing ~20% of portfolio value, while also tracking an additional 50-100 stocks identified as potential investments in the fund.
oRemained abreast of industry and company trends impacting stock performance, annually reviewing companies’ earnings reports and updating records of stock valuation.
oDelivered recommendations for selling current stock holdings in response to negative company or industry trends, continuously optimizing the portfolio.
Assessed companies’ valuation by analyzing public financial filings, including annual reports, 10-Ks, 10-Qs, and proxy statements, in addition to interviewing and building relationships with C-suite executives in order to gain a deeper understanding of the business plan, strategic advantages, and outlook.
Built and maintained detailed earnings models for recommended stocks, preparing and presenting stock presentations to provide recommendations to senior management and the firm’s investment customers.
oSuccessfully recommended highly-profitable stocks such as Lionsgate and MGP Ingredients.
Leveraged expertise to evaluate industry, peer, and competitor financial statements and valuation, obtaining greater insights in addition to coaching peers in strategic decision-making.
Selected and integrated new research tools and services to realize efficiencies while reducing cost.
Attended a high volume of investment conferences throughout tenure, viewing presentations from over 500 companies each year, which provided insight into best practices for generating interest in company stock.
Education Master of Business Administration (MBA), Finance: Michigan State University
Bachelor of Science (BS), Chemical Engineering: University of Michigan
Proficiencies FactSet • Microsoft Office Suite (Word, Excel, PowerPoint)