Experienced market strategist skilled in macro/fundamental research.
RESEARCH APPROACH
-Both macro and micro matter. Combine top-down analysis of macro economy, earnings expectations, and valuations with bottoms-up aggregation of fundamental data.
-Cycles matter. The intersection of economic, ...
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Experienced market strategist skilled in macro/fundamental research.
RESEARCH APPROACH
-Both macro and micro matter. Combine top-down analysis of macro economy, earnings expectations, and valuations with bottoms-up aggregation of fundamental data.
-Cycles matter. The intersection of economic, earnings, and stock market cycles drive equity leadership trends.
-Objectivity and flexibility matter. Given the choice of being right or making money, chose the latter.
SKILLS
-Write succinct research for institutional investors with variety of objectives and skills sets.
-Create unique, objective research utilizing quantitative research methodologies for clients with wide variety of quantitative and financial backgrounds.
-Market research throughout North America and Europe.
OTHER
-Over 15 years of equity research experience advising hedge funds, long-only equity managers, and wealth advisors.
-Thrives in team environment. Enjoys helping others reach goals.
-Frequently quoted in Wall Street Journal, Barron’s, and other financial publications.
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