Opportunistic global value long/short investor. Long term (5-20+ years holding periods) investment approach. Currently studying at Wharton School of Business and working for Quaker Capital Investments.
Current Areas of Interest and Strategy:
Value Large Cap U.S. Companies with exceptionally strong balance sheets and/or cashflows
Value Large South Korean Companies
Value Large Polish Companies
Value Large Russian Integrated Oil Companies
Bubbling tech stocks that won't be able to grow into their valuation
Poor quality U.S. businesses trading at exceptional valuations
Senior at Grove City College. Searching for material price / value dislocations in high-quality businesses.
I use this to gather feedback on my research and as a means of monetizing the work I am doing anyway. May or may not have positions in stocks mentioned.
Feel free to reach out.
Andrew McDonald is a healthcare investment professional with expertise in identifying transformative medicines as well as in forecasting clinical trial, regulatory, and sales outcomes. Prior to co-founding LifeSci Advisors, Andrew most recently served as senior biotechnology analyst at Great Point Partners, a dedicated life science hedge fund. From 2004-2006, Andrew was Co-head of Healthcare Research and Biotechnology Analyst at ThinkEquity Partners, a boutique investment bank. Prior to entering the financial services industry, Andrew was a medicinal chemist at Cytokinetics from 2001-2004, where he discovered and developed a promising anti-cancer agent now in clinical trials. Andrew began his pharmaceutical career as a medicinal chemist at Pfizer from 2000-2001. Andrew received a Ph.D. in organic chemistry from UC Irvine and completed his B.S. in chemistry at UC Berkeley.