I manage the liquid public securities portfolio for MGA Entertainment, one of the largest privately held toy and entertainment companies in the world, where I focus on delivering risk-adjusted growth, capital preservation, adequate liquidity, and tax-efficient returns.Previously, I worked for 8+ years for Strategic Global Advisors in Newport Beach, where I was a portfolio manager for U.S. and international small and smid cap strategies, and led the firm's fundamental equity research efforts in the Industrial, Consumer Discretionary and Materials sectors.Before that, I was a Portfolio Manager and Lead Analyst at ASNY Capital Partners for almost 3 years, where I was seeded and launched a long/short equity hedge fund focused on value & income, utilizing equities, closed end funds and equity derivatives, with two talented analysts working for me.I worked >5 years for multi-strategy hedge funds at Kayne Anderson Capital Advisors (>$20 Bn AUM asset manager): closed end fund arb, long/short equities and equity derivatives, among other things.• MIT B.Sc. Mathematics & Philosophy• CFA Charterholder• Berkeley Law Certificate in ESG and Sustainable Investing• Japanese Language: JLPT N2 and BJT J3.• Portfolio management• Deep-dive fundamental equity research• Long-only and long/short equities• Equity derivatives• Value investing• Income investing• Event-driven investing• Quantamental investing• Closed end fund arbitrage• Merger arbitrage
Listed skills include Hedge Funds, Valuation, Equities, Asset Management, and 24 others.