T a me r N . E l s ho u r b ag y
Philadelphia, PA 19128 email@example.com
EXPER I E NC E D AN A L YS T
H ighly motivated and results-driven investment professional with 10+ years experience and demonstrated
expertise analyzing financial statements and valuing businesses with a talent for identifying uniquely
u ndervalued investments. Strong interpersonal skills: able to develop productive relationships and
communicate effectively with clients and across all levels of an organization. Seeking to uti l ize my
experience and exceptional work ethic in an organization that values dedication and
extraordina ry results.
STRE NGT HS & EXPERT ISE
Financial Statement Interpersonal Communication Maximizing ROI
Complex Problem Resolution Modeling (DCF, M &A, LBO)
Portfolio Management Equity Research Exceptional People Skills
Logical Decision Making Collaboration/Teamwork Integrity/Trustworthy
Organization & Planning
K EY SK I L LS A SSESSME N T
Skilled in analyzing, sourcing and screening investment opportunities.
Ability to develop and present detailed financial projections based on comprehensive research (10-K 10-
Self-starter with accountability and a commitment to exceeding expectations.
Sharp eye for discrepancies and highly proactive in anticipating and preventing unnecessary challenges.
Personable and able to work effectively both independently or collaboratively in a dynamic team
T EC H N ICAL P ROF IC I E NC IES : M icrosoft Excel, Word, PowerPoint, Bloomberg, FactSet, and Baseline.
PROFESSIONA L E XPER I E NCE
V E TTE C AP ITAL L LC, P H I LADE LP H IA, PA 2012 - P RESENT
Equity Analyst & Portfolio Manager
Founder of an investment firm fundamentally focused on buying mispriced businesses below its intrinsic
Managed a concentrated value portfolio through in-depth equity research and focused on extensive
f inancial statement analysis, valuation, competitive position, and catalysts.
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Ta me r N . E ls hou r bagy - P AG E 2
Key Achievement: Generated positive returns in 2012 & 2013 with winners including O’Charley’s,
Abercrombie & Fitch, New York & Co., Cache, and Apple.
BRANDYWI NE GLOBAL INV EST M E N T MANAGE M E N T, PH I LADE L P H I A, PA 2001 – 2011
Equity Analyst, January 2005 – September 2011
Lead analyst with primary coverage in the Consumer, Healthcare, and Transportation sectors.
Solid discipline with valuation and ability to identify undervalued businesses through a rigorous
research driven process.
Aptitude for analyzing the entire capital structure and enterprise as well as built financial models to
support equity and asset valuations.
Extensive experience analyzing financial statements and uncovering the t rue earnings power and cash
f low of a business.
Identified investment ideas for the Large Cap group and supported the Small and Micro Cap investment
Created valuation models utilizing various methods by incorporating earnings, cash f low analysis and
asset-based metrics, in order to identify attractive valuations, growth opportunities or potential threats.
Actively participated in meetings with clients and consultants that resulted in winning new business and
expanding existing relationships.
Key Achievement: Successfully recommended stocks with returns exceeding 100% such as Dillard’s, Gap
Stores, Merck, Forest Lab, Burlington Northern and CSX.
Junior Equity Analyst, February 2003 – January 2005
Researched and recommended Consumer stocks for the investment team.
Developed a strong ability to identify undervalued investments through fundamental research by
reviewing all public filings including annual and quarterly reports, conference call t ranscripts, news
publications and conversations with company management, customers, suppliers, and competitors.
Deeply focused on financial statement analysis and finding companies with high levels of free cash f low,
h idden assets on the balance sheet, minimal working capital and capex requirements, and ability to
generate a high return on capital employed in concert with low valuation.
Conducted industry and company competitive analysis in order to understand prospects for growth, r isks
to the business model, market share opportunities, and the sustainability of long-term returns.
Created and developed proprietary stock screens for identifying investment opportunities unique to
t ypical value managers.
Lead interviews with management teams and regularly attended industry conferences.
Prepared marketing materials and quarterly commentary including economic summary, portfolio
characteristics, and attribution.
Key Achievement: Recommended names including AutoZone, McDonald’s, and Target stores.
Corporate Actions Manager, August 2001 – February 2003
Restructured and revamped the corporate actions department through an implementation of new
p ractices and procedures for researching, monitoring, and processing corporate actions for the firm’s
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Communicated with portfolio managers and advised on the election of voluntary corporate actions.
Hired and t rained new personnel as part of succession planning and prior to my t ransition to the
i nvestment team.
Key Achievement: Drastically reduced the number of error related incidents within weeks of arriving at
B randywine, resulting in substantial cost savings for the firm.
TH E VANGUARD GROUP, VALLEY FORGE, PA 1999 – 2001
International Corporate Actions Administrator
Processed corporate actions for all International equity portfolios and advised equity traders on all
voluntary corporate actions.
Managed and delegated workload to associates and t rained all new hires.
Key Achievement: Promoted within the first year for outstanding service, leadership, and consistently
ED UCAT IO N
B ACHE LOR SCI ENCE, F inance, 1999
Smeal College of Business Administration
T H E P E NNSYLVAN IA STATE U N I V ERS I TY, State College, PA
Passed CFA Level 1
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