Sam Rahman

Sam Rahman Email and Phone Number

Portfolio Manager and Partner @ Hedgeye Asset Management, LLC
Brookline, MA, US
Sam Rahman's Location
Brookline, Massachusetts, United States, United States
About Sam Rahman

I was a senior investment manager at Crosby Advisors, the Johnson Family office, where I had been personally hired over 15 years ago by Fidelity founder, Ned Johnson, to directly manage the family’s public equity investments. I managed multi-billion dollar portfolios for the family in two main strategies – a concentrated large cap Growth equity strategy and a balanced equity-bond strategy. I guided and inspired a team of 6 analysts that I worked with to direct the investment process, research new ideas, conduct investment meetings, and travel to conduct primary research. At Crosby Advisors, we invested in stocks differently. We developed a deep understanding of industries, management teams, culture and cash flow/balance sheet analysis. We invested like business owners, not traders. My areas of expertise include: stock selection, asset allocation, portfolio construction, and team leadership.The two aspects of my career that I have enjoyed the most, and where I can add the most value to your firm, are active investment management and/or managing a team. Constructing a portfolio designed to benefit from durable investment themes and investing in winning companies is a challenging exercise but one that I have excelled in. I was able to achieve this with relatively low turnover and a tax sensitive client. Leading and collaborating with an investment team with a shared mission to do our best work every day for our client has been an inspiring and rewarding experience for me.Over my 30 plus career in the investment management industry, I have been through multiple cycles, have invested across different global markets and have learned a tremendous amount about the art and method of investing, and about myself. The most important lesson I have learnt in this business is humility. Being open and honest about getting better, continuously improving, and accepting wins and losses as an opportunity to learn, are requisites to sustain great performance over a long period of time.While my career has taken a more traditional path, my life experience has been less so. Born in Bangladesh during a civil war, my parents moved to London for a better life. Opportunity came in 1977 when my father moved the family to Abu Dhabi to work for ADIA, to witness the metamorphosis of a desert town into a modern metropolis. My education took me to England which eventually led to my first job in London. I have been fortunate enough to have lived and worked in London, Hong Kong and Boston. These life experiences have shaped me as a person and have educated me as an investor.

Sam Rahman's Current Company Details
Hedgeye Asset Management, LLC

Hedgeye Asset Management, Llc

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Portfolio Manager and Partner
Brookline, MA, US
Sam Rahman Work Experience Details
  • Hedgeye Asset Management, Llc
    Portfolio Manager And Partner
    Hedgeye Asset Management, Llc
    Brookline, Ma, Us
  • Fidelity Investments - Crosby Advisors
    Senior Investment Manager
    Fidelity Investments - Crosby Advisors Apr 2008 - Oct 2023
    United States
    Senior Investment Manager and trusted investment advisor for Crosby Advisors (the Johnson family office) where I managed a multi-billion dollar portfolio in two strategies - a concentrated large cap growth mandate and an equity/bond balanced mandate. I earned the trust and confidence of Fidelity Founder and Investment legend, Ned Johnson.My 15 year performance track record is excellent and can be provided on request. I guided and inspired a team of 6 analysts and I directed the investment process for the team. I cultivated an environment of collaboration and motivated and mentored my teammates. I led by example.I was deeply involved in stock selection and even researched my own investment ideas.My key areas of expertise: Stock selection | Portfolio management | Portfolio construction | Team Leadership | Thought Leader.I also provided asset allocation advice across: mutual funds and ETFs | strategic and tactical bond allocations | and an external search for an emerging markets manager.
  • Baring Asset Management
    Investment Manager - Us Team Leader
    Baring Asset Management Sep 1993 - Mar 2008
    London Area, United Kingdom
    US active equity Investment Manager | US Team Leader | member of Global Asset Allocation team | Guided team of 5 analysts and directed investment process.Areas of expertise included: stock selection | Investment portfolio management | portfolio construction | team leadership | Strategic thinker.Engineered performance turnaround of investment portfolios from 4th quartile to 1st quartile over 3 year period.Developed strong marketing skills and experience to institutional and retail clients; made presentations directly to clients and large investment consultants.

Sam Rahman Education Details

Frequently Asked Questions about Sam Rahman

What company does Sam Rahman work for?

Sam Rahman works for Hedgeye Asset Management, Llc

What is Sam Rahman's role at the current company?

Sam Rahman's current role is Portfolio Manager and Partner.

What schools did Sam Rahman attend?

Sam Rahman attended Imperial College London, Ucl, Radley College.

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