• Analyzed equity value of Houston Wire and Cable Company (HWCC), an electrical wiring distributor, using diverse valuation methods for the Horizon Burkenroad Mutual Fund (HYBUX). The result of the analysis led to a “Market Perform” recommendation.• Forecasted future cash flows for HWCC utilizing various forecasting techniques and software such as Excel and Stata.• Conducted on-site and management meetings to gather and research information pertinent to HWCC valuation.• Presented valuation reports to interested parties especially during the Annual Burkenroad Reports Investment Conference.

• Performed research updates on companies pertaining to a variety of ESG issues.• Provided assistance in the creation of a methodology for Shari’a (Islamic law) compliance.• Collaborated with other intern to compile an initial methodology to search for companies with involvement in landmine production; methodology has been implemented.

• Researched niche, values-oriented market segment. Research included background information and possible investment vehicles.• Compiled a brochure for use in marketing to aforementioned segment.