Responsible for research & investment recommendations for a portfolio of public & private equity investments spanning the Digital Health, Healthcare Information Technology (HCIT), Medical Device, and Biopharma Services verticalsInform investment decisions through financial modeling due diligence, relative valuation frameworks, in-depth understanding of rapidly evolving competitive landscapes, sell-side research, and management/corporate accessExtensive engagement with public & private C-suite management teams in the digital health industry – including companies targeting the following key markets: i) telehealth/mental health (B2B & D2C); ii) chronic condition management, remote monitoring, and health coaching; iii) physician/provider enablement tools; iv) data, analytics & cloud enablement; v) benefits navigation; vi) digital therapeutics

Sole associate working with Senior Equity Research Analyst, Donald HookerCoverage: athenahealth (ATHN), Cerner (CERN), Computer Programs and Systems (CPSI), Charles River Laboratories (CRL), Catalent (CTLT), Quest Diagnostics (DGX), Evolent Health (EVH), HealthEquity (HQY), ICON (ICLR), Inovalon (INOV), IQVIA (IQV), Laboratory Corporation of America Holdings (LH), Allscripts Healthcare Solutions (MDRX), Medidata Solutions (MDSO), Medpace Holdings (MEDP), MAXIMUS (MMS), Premier (PINC), PRA Health Sciences (PRAH), Quality Systems (QSII), Syneos Health (SYNH), and Teladoc (TDOC)Utilize company financials, investor presentations, earnings calls, discussions with management, and independent research to create & update financial models, and to publish written investment recommendations as well as initiation reports (TDOC, EVH, MEDP, CTLT)Synthesize disparate data points and news items into actionable insights, attend industry conferences, and communicate with clientsCraft comprehensive bottoms-up revenue forecasts, such as a pro forma Teladoc model that disaggregates the contribution of Best Doctors and behavioral health from the remaining organic subscription access fee revenue base while accounting for various visit fee line items (general medical, specialty, behavioral & dermatological)

Sole associate working directly under Senior Equity Research Analyst, Christopher KapschCoverage Universe: Albemarle Corp. (ALB), American Vanguard Corp. (AVD), Avery Dennison Corp. (AVY), Cabot Corp. (CBT), Cabot Microelectronics (CCMP), Chemtura Corp. (CHMT), Hexcel Corp. (HXL), Ingevity Corp. (NGVT), Monsanto Company (MON), Orion Engineered Carbons (OEC), W.R. Grace & Co. (GRA)Responsibilities included producing initiation reports (NGVT, OEC, HXL, GRA, CBT), building and updating financial models, writing and editing research notes, monitoring company & end market news flow, responding to clients and conversing with managementCreated proprietary regional rubber carbon black incremental supply & demand forecast model, through geographic examination of tire capacity expansions and thorough bottoms-up analysis of rubber carbon black fundamentals as they pertain to the tire end marketDeveloped bottoms-up framework to forecast automotive activated carbon demand, related to NGVT’s Performance Materials segment, utilizing analysis of regional evaporative emissions regulations in order to calibrate activated carbon content per standard

Performed fundamental sector and equity analysis, concentrated in the trucking and refining industriesConducted primary research through channel checks at trucking terminals, visits to refinery facilities and discussions with staffPublished Seeking Alpha research reports analyzing the distressed state, and competitive positioning, of a less-than-truckload carrier (YRCW) after thoroughly investigating fair market value of PP&E and examining operational efficiency relative to peer groupMaintained wholesale spot petroleum price data for the purpose of analyzing movements in Brent-WTI, gasoline, heating oil, low-sulfur diesel, and especially the 3:2:1 Gulf Coast (LLS) crack spread as it pertained to certain US independent refiners of interest

Worked directly under Investment Manager, John O’Grady, performing fundamental financial analysis of equity securitiesDetermined firms’ financial strength and current and long-term valuations, through detailed examination of financial statementsAnalyzed securities based on value investing techniques acquired from Graham and Dodd’s “Security Analysis: Sixth Edition”