Arham Khan Email & Phone Number

Investment Advisor/Hedge Fund. We are born from a tradition of equity research and implement an 'eternalist' investment philosophy with exhaustive research and selectivity. We aim to invest in reputable organizations on behalf of reputable investors and partners.

Us

Clients included family offices/hedge funds and research boutiques. Primarily large cap proprietary equity research, some clients also seek due diligence and opinion regarding controlling interest opportunities in small caps. Some clients seek institutional consultation or issuer relationships. Experience across a broad array of equity investments including growth, value, technology, and private equity. 1x1 meetings with several hundred issuers. Since 2017 (as of 02/2024), our average return on any stock is 450%; three stocks returned over 1000%, and 9 out of the first 10 stocks doubled, tripled, quadrupled, quintupled, or sextupled, the lone exception being a performing value stock paying modest dividends (appreciating 40%, yielding 35% dividends). Our lone short thesis witnessed 97% decline.Our library of research – a compilation of hundreds of pages of quantitative and qualitative reporting – includes analyses of some of the most complex businesses, including some of the most misunderstood.

New York, New York, Us

Retained by a preeminent microcap investment group to vet and question publicly traded companies during and after corporate presentations for the benefit of an audience of hundreds of investors, middle market firms, bankers, and fund managers. Frequent guest presenter and participant.

Skippack, Pa, Us

White Paper, Convertible Arbitrage: https://geoinvesting.com/alteryx-ayx-capital-markets-fundamentals/Guest on Podcast: https://geoinvesting.com/arham-khan-breaks-favorite-holdings-avoiding-crowd/Highlighted: https://geoinvesting.com/arham-khans-gutsy-buy-dip-call-ayx-brings-geos-buy-pullback-portfolio-back-focus-weekly-wrap/Research

Commercial Real Estate

Worked for an investment bank serving middle market public companies. 1) Advisory – Worked with senior bankers to advise major clients regarding rights offerings, conducted market research and authored marketing materials. 2) Road Show - Organized non-deal road shows to introduce companies to potential investors to tell their story and generate interest. Responsible for growing book of business and informing executives who retain the bank. 3) Business Development - Facilitated meetings between the bank’s managing director, clients, and investors/funds on numerous debt and equity offerings. 4) Deal Origination – Assisted numerous deals including private placements (PIPES) to provide flexible capital to fast growing companies.

1) Team ended the year with a net profit distribution to school facilities.2) Portfolio Management - Managed an actively managed equity portfolio on behalf of the foundation’s endowment. Performed bottom up analysis of portfolio’s 30+ stock holding to reallocate for one year investment period. 3) Equity Research – As an equity analyst, collaborated with a team of 5 to analyze strength and weakness of our portfolio. Identified thematic investments, along with undervalued blue chips to assemble a strong portfolio. Returned 16.7% from August 31, 2017 to April 30, 2018, generating 7.7% alpha benchmarked against a custom Russell 3000 Growth/Value index. 4) Stock Pitch - Authored buy and sell reports for the Board’s purchase approval. Personally researched and pitched shares of SQ, and AYX to the board for approval; SQ and AYX are the best performing stocks in the University’s Endowment to date. Please see attached to the top of my LinkedIn page for a current snapshot of those returns. 5) Attribution & Performance Analysis - Provided attribution reports for the Board of Advisors detailing over/underperformance of the fund in certain sectors and regions. Generated weekly statements tracking portfolio performance, domestic and international indices, treasuries, currencies, and commodities

Finance

Education record

Education record