Adam Muller is a Portfolio Manager for Opal Capital. Adam has extensive experience identifying investment opportunities with favorable risk/reward characteristics across multiple industries and has generated investment ideas for Global, International and U.S focused portfolios. Adam has experience evaluating both developed market and emerging market companies. He is a Goldman Sachs and PIMCO Alum, holds an MBA from the MIT Sloan School of Business and an MA Economics from Tufts University. Mr. Muller has extensive experience identifying investment opportunities with favorable risk/reward characteristics across multiple industries. Generated investment ideas for Global, International and U.S focused portfolios. Experience evaluating both developed market and emerging market companies. Extensive travel to conduct management meetings around the globe. Hold an MBA from the MIT Sloan School of Business and an MA Economics from Tufts University. Open to relocation.Investment philosophy rooted in the belief that earnings growth is the best long-term driver of stock price appreciation; the primary risk to manage is not market volatility, rather it is the potential for permanent loss of capital; an investor should value the underlying business, the value of which does not change as frequently as the market value suggests it does; and in stock selection there are no extra points for degree of difficulty. Specialties: Fundamental Company Analysis * Valuation * Equity Portfolio Management * Long-term Investing * Quality Investing * Core Growth Investing * Emerging Market Investing * Global Markets * Initial Public Offerings * Corporate Actions * Mergers & Acquisitions * Spins/Splits * Recapitalizations * Restructurings
-
Portfolio ManagerOpal CapitalNew York, Ny, Us -
Portfolio ManagerOpal Capital 2022 - PresentNew York City Metropolitan AreaOpal Capital provides Outsourced Chief Investment Officer (OCIO) services, Asset Management, and Consulting services. Through our OCIO program, we partner with our clients to provide institutional rigor to their investment process, allowing for them to remain focused on what really matters…client outcomes. Since 2016 we have provided advisors with customized client resources and support for their investment solutions allowing for a seamless integration into their business and creating capacity for growth. Our Asset Management division manages the Opal Dividend Income ETF (Symbol DIVZ) which launched in 2021. We also manage a variety of Separately Managed Accounts (SMAs). Additionally, Opal Invest offers comprehensive consulting services to help financial firms with launching, optimizing, and scaling their operations. Our seasoned investment team have held previous roles at Goldman Sachs, Pimco, Neuberger Berman, Guggenheim and Morgan Stanley. The team has directly managed over $15 Billion in previous roles and hold various industry designations including Chartered Financial Analyst (CFA), Certified Investment Management Analyst® (CIMA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). Learn more by visiting www.opalinvest.com. -
Senior Vice President Global Equities, Research Analyst & Portfolio ManagerPimco Nov 2012 - Aug 2016Newport Beach, Ca* Senior Equity Analyst for fundamentally driven, bottom-up research based equity dividend strategies including Global, International and U.S. portfolios; peak AUM of ~$4bn* Sourced over 45 investments across multiple sectors and geographies; ~65% hit ratio with significant outperformance (greater than 1000 bps outperformance versus the MSCI ACWI index)* Travelled extensively to meet with management teams including research trips to Australia, Brazil, China, Europe, Hong Kong, South Africa, South-East Asia, and the UK* Co-managed investment process including investment committee discussions in which analysts presented investment ideas using a specific format and structure to allow for comparisons across both potential and current investments * Provided advice on portfolio construction including stock selection, position sizing and risk management* Managed daily flows in 40 Act Mutual Fund accounts* Recruiting, trained, and supervised team of five generalist analysts* Marketed products to financial advisors and consultants including individual meetings and large group presentations -
Founding PartnerChester Hill Capital Management Oct 2010 - Oct 2012Brooklyn, Ny* Founded an event-driven long/short equity hedge fund using friends & family capital* Generated a total return of 8.0% from Oct 2010 through Sep 2012 including +21.4% from Q2 2011 through Q3 2012
-
Vice PresidentGoldman Sachs Jun 2002 - Aug 2010New York, Ny* Led both advisory execution and client relationship teams focusing on corporate, private equity and government / municipal clients providing advice on mergers and acquisitions, divestitures, valuation, deal structuring, financing, and capital markets* Focused on both the general industrials and infrastructure sectors with specific emphasis on environmental services companies, maritime ports, toll roads, and water / wastewater systems* Originated and led the execution of multiple buy-side acquisition assignments in the maritime port sector -
Investment AnalystDcf Capital May 2001 - Jul 2001Greater Boston Area* Equity research analyst at $700 million hedge fund specializing in healthcare investments
-
AssociateCharles River Associates 1999 - 2001Boston, Ma* Collaborated with attorneys and experts in the fields of finance and economics in litigation involving Fortune 500 companies -
Research AnalystAnalysis Group 1996 - 1997Cambridge, Ma* Provided research support for senior economists
Adam Muller Education Details
-
Financial Management -
Economics -
Economics
Frequently Asked Questions about Adam Muller
What company does Adam Muller work for?
Adam Muller works for Opal Capital
What is Adam Muller's role at the current company?
Adam Muller's current role is Portfolio Manager.
What schools did Adam Muller attend?
Adam Muller attended Mit Sloan School Of Management, Tufts University, Colby College, Upper Canada College.
Not the Adam Muller you were looking for?
-
3cardinalhealth.com, gmail.com, msimga.com
-
Adam Muller
Experienced Regional Retail Director | Driving Operational Excellence And Sales Growth In Multi-Store EnvironmentsLos Angeles Metropolitan Area4gmail.com, yahoo.com, prostagedhomes.com, prada.com10 +162624XXXXX
-
5gmail.com, thomsonreuters.com, aol.com, gmail.com, gmail.com
5 +163090XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial