Manage a $15+ million small cap (market cap less than $15 billion) stock portfolio for a family office. I am responsible for identifying suitable publicly-traded investment candidates, conducting due diligence on those candidates, and preparing written reports to document my rationale for investing in portfolio companies. I use a proprietary valuation model to value potential portfolio companies, and a company is not added to the portfolio unless they are selling at a substantial discount to what I perceive to be their intrinsic value. The portfolio is relatively concentrated in that we own between 10-20 companies, and our average holding period for each company is between 4-6 years. The portfolio is long-only and we typically invest in companies that are in a cyclical trough or have some other transitory issues affecting their current operating performance.

Analyzed operating performance, financial condition, and industry dynamics of various companies in order to determine their borrowing capacity. Prepared written reports that documented my findings, which were used by senior officers to decide whether to provide capital to the respective company.