Pankaj Chandak

Ex-analyst, generalist at Granite Investment Partners where I had the opportunity to work with Jeff Hoo & Peter Lopez, who are among the top notch micro, small and mid cap managers.

I am a proud Bruin, MBA graduate from UCLA Anderson.

CFA level 3 candidate.

Ex-consultant.

I am primarily a value investor but I am perfectly comfortable owning growth at a reasonable price. Though identifying high quality, long term holdings is most rewarding, a lot of my work is related to beaten down and potentially misunderstood companies.

Process highlights - Getting the reason correct is at least as important as getting the stock right. My company analysis is informed by my past life as ...More a consultant.

In analyzing a company, I spend a lot of time in finding the right questions (hypothesis). For me, knowing what I know and what I don’t know (or can't know) is a pre-requisite step in investment analysis.