Senior Equity Research Analyst & Mutual Fund Portfolio Manager
Analyzed companies (for $2.6B asset manager) of all sizes and market sectors, with focus on small- to mid-cap health care: medical technology, biotech, genomics, HMOs, hospitals, specialty providers, pharmaceuticals, and distributors.
- Created health care long/short mutual fund: developed fund strategy, composed prospectus, created budget, constructed trading guidelines, and presented at investor and sales meetings.
- Managed over $70M in long-only client accounts and a long/short product.
- Created detailed financial and market models for all companies under coverage.
- Constructed company valuations based on projected financials/DCF and relative valuation.
- Identified undervalued companies by assessing industry and company fundamentals via company visits, trade shows, industry contacts, and clinical research evaluation.