Allen Cox Email and Phone Number

As the Portfolio Manager, Business Analyst, and Investment Strategist at Cox Capital, LLC since 2013, I've cultivated a reputation for my thoughtful analysis, strategic approach, and risk management skills. My multifaceted role has provided me the opportunity to develop and execute investment strategies, conduct in-depth business analysis, and optimize portfolio performance.🔹 Portfolio Management: I've implemented a concentrated investment philosophy, focusing on value and growth styles with a long-term perspective. My emphasis on high-quality businesses, business quality, and cash flow resulted in a compelling investment strategy. My process-driven approach to making investment decisions, coupled with a strong emphasis on risk control, allows me to select and compare investments effectively using proprietary models. 🔹 Business and Investment Analysis: My robust security-specific research process includes conducting business valuations, performing DCF analysis, and analyzing financial statements with a strong emphasis on cash flow dynamics. Through extensive fundamental analysis and maintaining detailed notes on relevant information, I've developed a profound understanding of value creation, value drivers, and free cash flow analysis.🔹 Investment Strategy: As an Investment Strategist, I've created and continually refined my investment strategy. My ability to adapt and learn has enabled me to iterate my investment philosophy effectively over time, developing unique and efficient approaches through independent thinking.

As a sole practitioner, I possess a unique blend of entrepreneurial spirit, compliance acuity, and accounting proficiency.🔹 Business Creation & Organization: As the Founder of Cox Capital, my journey began with extensive research on creating and architecting a business, leading to the formulation of an advising firm and investment fund. I also established the legal documents, registered the entities, and completed the necessary licenses to create the entities.🔹 Compliance Stewardship: Navigating through the complex world of financial regulation, I successfully registered my firm with regulatory agencies, persistently maintaining compliance. I've managed a variety of compliance activities, such as audits, regulatory filings, and creating policy and procedure manuals. My proficiency extends to conducting KYC processes, ensuring insurance adherence, and fostering relationships with regulators.🔹 Accounting Expertise: With a strong grasp of accounting principles, I have been able to maintain the firm's financial standing, engaging an independent auditor for annual balance sheet audits. I've overseen a spectrum of accounting functions for the Fund, from the preparation of financial statements to the handling of complex transactions. With meticulous attention to detail, I keep the firm's financial operations running smoothly.In addition, I've developed proficiency in customer account verifications during surprise audits and in calculating monthly performance for the Fund and individual clients.🔹 Tax Management: I am adept at preparing and filing the Fund's tax returns, allocating tax items to partners, and preparing tax documents for clients. I diligently track and distribute interest, dividends, and realized gains and losses to partners' accounts.

At Cox Capital, LLC, I handle financial management, operations, client relationships, and business development as the sole practitioner, ensuring the firm's smooth functioning.🔹 Financial Management: As a financial steward, I've established and managed bank accounts, overseen fund flows, and managed the firm's financial health through effective budgeting, forecasting, and cash flow management.🔹 Operational Expertise: Independently running the business, I've set up brokerage accounts, ensured due diligence on vendors, and managed fund flows. My attention to detail shines in the record-keeping systems and processes I've maintained, alongside balancing multiple responsibilities through effective time management.🔹 Client Relationship Management: I've focused on fostering strong client relationships, maintaining key documents, providing timely account value statements, and distributing tax documents, ensuring consistent and clear communication with clients.🔹 Communication and Presentation: I effectively convey our fund's activities and philosophy to external stakeholders. Additionally, I regularly prepare and deliver presentations to value investing classes.🔹 Business Development: I have engaged with sophisticated multi-billion dollar institutions, delivering presentations and pitching to potential clients, thus expanding my professional network and refining my business development skills.

As the first employee of Vulcan Value Partners, an investment management firm currently overseeing $8B AUM, I honed my skills in fundamental analysis and contributed to portfolio decisions. During my tenure, I also supported portfolio management and contributed to the development and expansion of the firm, playing a role in scaling and managing over $1 billion in assets.