I am a private investor with over eight years of experience in the public markets. I most recently served as a founding member of an institutional portfolio strategy firm headquartered in NYC. My prior experience includes three years as an analyst at a long/short equity hedge fund, two years in sell-side equity research, and two years as a healthcare investment banking analyst.
25+ years experience as an investor. Fundamental, bottom-up approach, research-driven focus; buy / sell; value-oriented; special situations; catalyst investor; expertise in distressed company / bankruptcy analysis.
I am interested in event driven opportunities and special situations in securities where a combination of low liquidity and thin research coverage has led the market to under appreciate an inflection point in cash flow generation, corporate governance, or capital allocation priorities.