I'm a cross-sector equity analyst currently working at a long/short hedge fund. I'm an investor, not a trader, and have a strong value-orientation.
Prior to my current position, I worked for 2 years at a large multi-strategy hedge fund with just under $1 billion in AUM. In this role I served as an equity / credit analyst as part of the value equity team. I acted as a generalist diving into multiple industries (e.g. tech, consumer goods, consumer services, energy, telecom, healthcare, and financials) with the intent to find securities with a large gap between their intrinsic value and their current market price. We generally focused on companies with strong balance sheets, good management, solid competitive positions, and most importantly, a discounted price.
Prior to that, I worked at a large global investment bank on their prop desk. In this role, I traded both equity and credit. Before joining the buy side, I worked for four years in a publishing role at another large global investment bank covering brokers and asset managers. Prior to entering finance, I worked as a management consultant at one of the large global consulting firms.
I am also a CFA charterholder.
Gerard Mihalick, CFA is a Portfolio Manager with Berkshire Asset Management, LLC. (http://www.berkshireasset.com) He began his money management career with Fleet Investment Advisors in 1992 before assuming his current position with Berkshire in 1995. Mr. Mihalick is a member of the New York Society of Securities Analysts, the CFA Institute and serves on a number of local charitable advisory boards in north eastern Pennsylvania. Berkshire Asset Management, LLC is a Wilkes-Barre, PA based investment advisory firm which serves high net worth individuals, institutions and serves as General Partner to 2 hedge funds. More investment commentary as well as information about Mr. Mihalick and Berkshire can be found at www.berkshireobserver.net (http://www.berkshireobserver.net) www.berkshireasset.com (http://www.berkshireasset.com)