Art Bascomb Email & Phone Number

New York, NY, US

New York, NY

• Leverage deep knowledge base of the Consumer sectors, a large data base of company management teams and industry contacts and financial modeling skills to recommend ideas, timing and position sizing for Hedge Fund.
• Early alpha-generating include MHK, UAA, WYNN, RL, HAIN on the short side and LULU, LOW, FL, MGM, LW on the long side.
• Process includes, frequent contact with mgt teams (minimum 1x per quarter) and differentiated industry contacts, detailed financial modeling (5-yr Rev, EPS, FCF) & comp analysis, while providing thorough write-ups with.
• Preference is for companies with sustainable competitive advantages, strong mgt teams with a history of economic value creation, steady earnings and FCF growth and secular growth opportunities.

New York, NY

• Trailing 12 Month Consumer Discretionary performance is +300 bps vs. the XLY and +2,900 bps vs. the XRT.
• Significant alpha-generating positions include DKS, WMT, MGM, CCL, HD, LULU, BURL, MCD, EL, MNST.
• Preference is for catalyst-driven ideas alongside companies with strong mgt teams, a history of economic value creation, strong and growing earnings and FCF and sustainable competitive advantages.
• Conduct differentiated research, turning over rocks others may not, while developing near- and medium-term strategies and execution plans for each idea, including identification of upcoming catalysts for each stock.
• Process includes, frequent contact with mgt teams (minimum 1x per quarter) and differentiated industry contacts, detailed financial modeling (5-yr Rev, EPS, FCF) & comp tables, providing thorough write-ups with a clear.
• Idea generation through rigorous due diligence, including fundamental & factor screens, meeting with company mgt, industry trade shows, conferences, industry/channel contacts, sell-side research and comprehensive.

Greenwich, CT

• Variant-view ideas led to several successful shorts, including FOSL (-21% over 7 months), RCII (-20% over 4 months), DSW (-18% over 1 month), HIBB (-16% over 4 months), WWAV (-15% over 8 months).
• Perform bottom-up fundamental research to generate catalyst-driven ideas – both near-term tactical & longer term views.
• Fundamental research includes frequent contact with mgt teams, constructing detailed financial models to forecast revenue, earnings and FCF scenarios and employing comp analysis across key valuation metrics (P/E.
• Process includes developing differentiated industry contacts, keeping a full calendar of mgt calls, making solo company HQ visits, providing weekly stock/sector recaps & previews, making timely position sizing.

New York, NY

• Superior stock-picking resulted in consistent alpha generation: generated 480bps of alpha for SMID Cap strategy on a trailing 3-yr basis; 560bps for Small Cap on a 5-yr basis; and 380bps for long/short strategy from.
• Recommended timing, weighting and strategies for building/exiting positions for long-only and long/short equity strategies based on bottom-up, fundamental analysis, with my names consistently accounting for 20-25% of.
• Built/maintained detailed models and performed comprehensive valuation analysis through the use of public company trading comps, DCF, sum-of-the-parts, precedent transaction and accretion/dilution methodologies.

New York, NY

• Provided analytical coverage and long/short investment recommendations on Consumer & Household Products coverage universe to buy-side clients and CIBC institutional sales force
• Co-authored company earnings notes, rating changes, initiations of coverage and in depth industry reports.
• Built and maintained detailed financial models, linking together the income statement, balance sheet and cash flow statements, as well as detailed industry comp tables for valuation purposes, marketing decks and.

M.B.A., Finance

Activities and Societies: Co-founding member of Graduate Student Investment Club

B.A., Organizational Communication