I am in college pursuing a dual major in both Finance & Accounting. I am enthralled by every aspect of the Financial Markets and love studying, researching, and actively managing an Equity portfolio. Currently interning at a mutual fund Dreman Value Management in Palm Beach, FL. I thoroughly enjoy the Equity Research and Portfolio Management sides of the business. I primarily seek to identify undervalued companies that are currently unloved by the market thus presenting and opportunity for the patient investor. I tend to focus on special situations / even driven / Sum-of-parts / activist plays.
I spent ten years on the sell-side, most recently as Vice President at Bank of America Merrill Lynch. Before that, I was at J.P.Morgan both before and after my MBA from Harvard Business School, and spent the summer in between at Morgan Stanley. I hold a First Class Honours BSc degree in mathematics from Imperial College London, am a CFA Charterholder and a CAIA Charterholder. I have completed a number of value investing executive education programmes, including the one at Columbia Business School with Professor Bruce Greenwald, and am passionate about investing.
Sophocles, a Fulbright scholar and Chartered Financial Analyst, has over 15 years experience in the global financial markets. He manages institutional money based on his personal investment strategy (known as FatAlpha). He spent over 11 years at an award-winning London-based emerging markets hedge fund while was previously employed in the brokerage and investment banking industry. A strong believer in value investing, Sophocles is passionate about the markets and his pursuit of investment alpha. His strategy consists of combining quantitative models with his own qualitative analysis. Sophocles graduated from the University of Illinois at Urbana-Champaign with a double major in Economics and Finance.
I am a Financial Analyst Intern for Republic Asset Management. I am currently a Junior at Florida State University seeking a double major in Business Finance and Accounting. I am a hard working individual with a passion for markets. I primarily seek to identify undervalued companies that are mispriced due to unpopularity.