Author of independent research articles on a variety of investment strategies. Areas of focus include catalyst-driven long ideas, portfolio growth strategy, sector analysis, IPO analysis, and long/short biased fundamental valuation. Research analyst, individual growth investor, options trader, and an undergraduate student majoring in economics with a minor in computer science and applied psychology.
Bradd Kern is a private investor who was previously a PM at Armored Wolf for three years. Prior to joining Armored Wolf in 2013, he was an analyst at Mesirow Advanced Strategies, a multi‐billion dollar fund of hedge funds, where he sourced and monitored long/short, distressed, and relative value credit strategies. Previously, Mr. Kern was a credit analyst at PIMCO, focusing on high yield and investment grade issuers in the automotive, transportation, industrial, and captive finance sectors, and generating trade ideas for a long/short equity hedge fund. He holds an MBA from the University of Chicago Booth School of Business with concentrations in Analytic Finance, Economics, and Accounting, and an undergraduate degree in Economics from Trinity College.
Currently I am majoring in Economics in the Arts and Sciences School at Cornell University and I have recently incorporated my own research company 'Legion Investments & Advisory Company LLC'. Academically, I have pursued my financial interest both inside and outside the classroom. At Cornell I have engaged in a demanding curriculum in finance, economics and public policy to understand the broad forces that affect financial markets. Additionally, I have managed a significantly capitalized IRA retirement portfolio over the past five years. I am particularly interested in bottom-up fundamental equity analysis in the context of macro and industry trends. In pursuing this interest I have analyzed financial statements and conducted both individual firm and industry wide research using, among others, quarterly earnings calls, financial statements, and evaluating emerging macro and industry trends.
My professional experience includes a corporate advisory internship with Standard Chartered in Beijing. My responsibilities included valuation modeling and macro-economic trend analysis with the goal of developing strategies to unlock value in client companies. Additionally, I had the opportunity to intern with FH International Asset Management As a credit analyst. Here I learned to quickly assess a firm’s financial strength and growth potential. My responsibilities included identifying exposure risk to foreign financing, commodity price fluctuations, currency risk and political stability in order to create a complete picture of a firm’s financial credibility. Through my professional experience I have developed strong financial analytic skills and proficiency using financial software.
Roberto Sfeir graduated from Northeastern University with a degree in Finance.
Worked at JP Morgan & Chase in hedge fund services.
Contributed in Northeastern University's mutual fund, 360 Huntington Fund.
Prior to that, he worked at the oldest mutual fund in the United States: MFS Investment Management.
Prior to MFS, he worked in the telecommunications company Nokia Siemens Networks.