• Results-driven CIO & Portfolio Manager with track record of consistent benchmark outperformance.
• Employ disciplined approach leveraging fundamental research with quantitative models and technical analysis.
• Specialize in turning around underperforming funds and significantly enhancing ...
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• Results-driven CIO & Portfolio Manager with track record of consistent benchmark outperformance.
• Employ disciplined approach leveraging fundamental research with quantitative models and technical analysis.
• Specialize in turning around underperforming funds and significantly enhancing investment processes.
• Strong passion for ESG / socially responsible investing; developed one of first quantitative ESG funds.
• Thorough knowledge of Factset, Bloomberg, Orion, MorningstarAdvisor, Excel, LPL, Redtail CRM.
Specialties: portfolio management, equity research, macro strategy, asset allocation, technical analysis, quantitative modeling, ESG investing, short selling, behavioral finance, risk management, performance attribution, written/oral communication
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