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P
Private Investor
Jan 2021
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Experience · 5 entries
All (5)
Investments (1)
2021
P
Private Investor
Jan 2021
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2017
Portfolio Manager
Nov 2017
Citadel Global Equities is our founding equities business, established in 2001. Our seasoned portfolio managers and analysts work in sector-focused investment teams, combining deep industry knowledge with bottom-up fundamental research. Our rigorous investment process and market-neutral risk framework allow us to form differentiated market views and make thoughtful, risk-adjusted investments.
2009
Partner, Co-Portfolio Manager
2009
Hedge Fund: Domesitc Equity: Long/Short
CATALYTIC INVESTING
We believe there is a greater chance of a security being mispriced when the company is undergoing some form of fundamental lifecycle change
We seek to identify companies that are on the verge of substantial financial improvement after a period of prolonged underperformance. We are particularly interested when these companies are close to trough earnings and multiples
Key Catalysts: management team changes, new product cycles, and capital structure improvements
2008
C
Cobalt Capital
Consumer/retail analyst
Jul 2008
2006
J
JCK Partners
Vice President
Jul 2006