Fourthstone is the Investment Manager of award-winning long/short equity hedge funds that specialize in banks, thrifts and other select investments.

Mid-and-Small Cap US Banks Research

Equity Research covering Property/Casualty Insurance and Life Insurance• FINRA Series 7, 63, 86, and 87 holder

• Researched US listed equities in the resource and retail industries and applied technical indicators to find possible trading opportunities in a market neutral pairs trading framework

• Carried out macroeconomic and industry analysis of specific European nations and China • Updated models and built comparative valuation tables to assist in an investment recommendation• Constructed a financial model for a US based retailer and prepared forward looking statements

• Researched stocks to find attractive investment opportunities for a value-oriented portfolio • Performed due diligence by speaking with management, reading quarterly conference call transcripts, gathering industry related information, and examining 10-Ks and 10-Qs• Created valuation models using DCF, replacement value, and comparable analysis techniques

• Created financial reports for investor mortgage portfolios valued up to $250 million• Reconciled loan pools and remitted to small private investors and large institutional investors

• Ensured loan data and documents met investor, agency, and third party guidelines• Determined eligibility for the sale of mortgages on secondary capital markets• Received an “exceptional” rating (top 10% of staff) on all annual performance reviews

• Helped college students solve algebra, calculus, and statistics problems and offered feedback