Sam Rahman Email & Phone Number

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.