Joseph Soukup Email & Phone Number

Primary coverage responsibility for small, mid, and large-cap property and casualty insurance stocks.Advanced to assume primary coverage of medical device stocks with market caps ranging from $200M to $30B.Performed detailed fundamental analysis including thorough valuation work (DCF, historical, comps, sum of the parts, LBO values) and analysis of company business models and competitive positioning with an emphasis on developing a differentiated view from… Show more Primary coverage responsibility for small, mid, and large-cap property and casualty insurance stocks.Advanced to assume primary coverage of medical device stocks with market caps ranging from $200M to $30B.Performed detailed fundamental analysis including thorough valuation work (DCF, historical, comps, sum of the parts, LBO values) and analysis of company business models and competitive positioning with an emphasis on developing a differentiated view from consensus.Focused on developing industry contacts and building relationships with management teams including hosting heavily attended in-house meetings and quarterly calls with the CEOs and CFOs of companies under coverage.Authored detailed investment reports and maintained financial models and earnings projections for 30+ companies.Pitched stocks on a daily basis to any of Fidelity's 40+ Portfolio Managers.Generated significant fund impact as Fidelity ownership of best ideas exceeded $2B.Won research rating accuracy award during first year, and exceeded bonus allocation each year of employment.Attended internal and external events to improve as an investor. Examples include modeling and accounting classes, guest speakers, and company meetings across various sectors and asset classes.Conducted interviews and performed other recruitment activities of prospective Fidelity employees. Show less

Managed a $350,000 fund seeded by the University of South Dakota Foundation and other donorsCreated a capital allocation plan for new funds and performed fundamental bottoms - up research to identify various investment opportunitiesCreated and presented a marketing pitch to prospective investors and successfully raised $250,000 of new capitalContinue to work with the organization to improve its investment process including building a model and report template for the students to use… Show more Managed a $350,000 fund seeded by the University of South Dakota Foundation and other donorsCreated a capital allocation plan for new funds and performed fundamental bottoms - up research to identify various investment opportunitiesCreated and presented a marketing pitch to prospective investors and successfully raised $250,000 of new capitalContinue to work with the organization to improve its investment process including building a model and report template for the students to use when analyzing investment ideas and giving presentations to current or prospective investors Show less

Dissected the strategies of competing companies to identify opportunities for gaining market shareSummarized the details of student loan-based asset backed securitizations

Master

Bachelor Of Business Administration