Daniel Adler, Cfa Email & Phone Number

New York, Ny

Equity Portfolio Manager and Analyst for the Emys Opportunistic Value and Large Cap Value strategies. Conduct fundamental, bottom-up research and analysis to identify and maintain coverage of high-quality, growing companies that are selling at a discount to their intrinsic value. Research and analyze financial statements and other corporate disclosures, management presentations and conference calls, trade journals and other third-party publications, and sell-side research. Build and maintain… Show more Equity Portfolio Manager and Analyst for the Emys Opportunistic Value and Large Cap Value strategies. Conduct fundamental, bottom-up research and analysis to identify and maintain coverage of high-quality, growing companies that are selling at a discount to their intrinsic value. Research and analyze financial statements and other corporate disclosures, management presentations and conference calls, trade journals and other third-party publications, and sell-side research. Build and maintain detailed earnings and valuation models for each current and prospective position in the portfolios in order to evaluate the intrinsic value of the business. Generalist analyst responsible for covering multiple sectors. The Opportunistic Value strategy invests in companies across the capitalization spectrum, including Small Cap, Mid-Cap and Large Cap companies and the Large Cap strategy invests in companies with market capitalizations greater than $2 billion. Achieved leading investment performance in the top-quartile of peer group and above investment benchmarks.Established and implemented investment process for the Large Cap Value and Opportunistic Value strategies. The process includes quantitative and qualitative elements to identify and evaluate investment candidates. For each position in the portfolio we establish the intrinsic value of the company and to identify both the upside as well as the downside potential for the investment. Designed and implemented marketing campaign targeting institutional clients including pension plan sponsors, pension consultants, endowments & foundations. Show less

New York, Ny

Portfolio Manager and Analyst for the Large Cap Value team which managed $7 billion in assets utilizing fundamental, bottom-up research process. Institutional clients included separate accounts for Corporate, Municipal and Taft-Hartley retirement plans, Endowments and Foundations, Wrap accounts platform and Mutual Fund.Achieved superior investment performance, earning double-digit annualized rates of return. Outperformed investment benchmarks by over 200 basis points. Exceeded… Show more Portfolio Manager and Analyst for the Large Cap Value team which managed $7 billion in assets utilizing fundamental, bottom-up research process. Institutional clients included separate accounts for Corporate, Municipal and Taft-Hartley retirement plans, Endowments and Foundations, Wrap accounts platform and Mutual Fund.Achieved superior investment performance, earning double-digit annualized rates of return. Outperformed investment benchmarks by over 200 basis points. Exceeded required rates of return for retirement accounts by 200-400 basis points. Ranked in first quartile of peer group. Increased assets under management from $1 billion to $7 billion. Growth in assets came from a combination of investment performance and successful marketing effort which brought in over fifty new institutional clients. Developed and executed highly effective client retention strategy. Show less