Strategic thinker and fundamental public equity investor with more than 20 years of experience researching and investing in various segments of the Technology, Media and Telecom sector across multiple geographies, market caps and investment disciplines. I have spent time working at a global investment bank, a large long-only mutual fund complex, a mid-sized hedge fund manager and a large multi-asset class investment firm. I am highly collaborative and believe that a strong team is one of the most important attributes of any organization.My key area of focus is the global Communications and Cloud Ecosystem that includes: traditional media, cable service providers, telecom operators, mobile towers, data centers, mobile handsets, communications technology, data networking and component companies. However, my depth of knowledge moves across many adjacent areas such as Internet, Enterprise technology, and Semiconductors. In addition, I have spent considerable time analyzing companies/industries globally including both Developed and Emerging Markets.My investment process is driven by bottom-up company and top-down industry analysis utilizing my deep contact network across the Communications and Cloud ecosystem. I then apply heavy financial modeling and valuation sensitivity to the process to drive long-term performance. Demonstrated strong multi-year track record of alpha generation across multiple investment disciplines including both long-only and market neutral/factor neutral strategies. What I enjoy most is an environment that values differentiated research to enable stock-picking to be the primary source of alpha generation.
Listed skills include Alternative Investments, Equity Valuation, Corporate Finance, Fundamental Analysis, and 18 others.