Value Research

Joe Escalada is currently a financial analyst and a lecturer at California State University, Bakersfield.

Joe graduated Beta Gamma Sigma with an MBA from the University of California, Davis. Previously, he earned a Masters in chemistry from the University of California, Berkeley after graduating from the California Institute of Technology (Caltech) with honors. He is a CFA candidate and has taken and passed all three CFA examinations.

As an analyst, Joe has provided research for several different asset classes. Joe gained mutual fund and ETF research experience while working for Charles Schwab in its center for financial research. While at Charles Schwab, he researched the consequences of qualitative ...More mutual fund attributes on performance and created ETF lists for approval on the Charles Schwab online platform. Later, Joe researched corporate credit while working for the California Public Employees Retirement System, the largest pension fund in the United States. At present, Joe provides analysis of individual Australian microcap stocks and US stocks to individual clients.

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