Stephen Malcolm Email & Phone Number

New York, Ny, Us

• Managed several portfolios with different risk and total return requirements.• Advised with asset allocation and risk management in other portfolios. • Generally targeted high risk-adjusted returns.• Developed cash flow and income projections; Managed distributions accordingly.

Greater Chicago Area

• Managed more than 20% of the firm’s Institutional Small-Cap Value Equity portfolio, which had over $2,500M in assets under management in 2014.• Held and managed positions in various sectors including: consumer discretionary, health care, consumer staples, industrials, business services, and information technology.• Discussed, vetted and voted upon every candidate for inclusion in the small-cap value portfolio along with the other four members of the small-cap team.• Modeled earnings of each holding over the next three years in order to derive an annualized expected rate of return used to inform capital allocation decisions. Investment decisions also heavily influenced by more qualitative elements such as the skill of a company's management team, the viability of a company's business strategy, and an assessment of the potential demand for a company's products and services.• Facilitated and participated in discussions about the size of the portfolio's cash position and sector weightings when the need arose.• Marketed the small-cap product to prospective clients as both the sole representative of the small-cap team and in conjunction with other team members.• Met regularly with existing clients and participated in quarterly update calls.• Helped to grow the firm's small-cap value product from a nadir of approximately$120M in 2006 to a peak of approximately $3,000M in 2013.• Promoted to senior research analyst and managing director in 2012. Promoted toportfolio manager and offered partnership in 2013.

Greater New York City Area

• Covered holdings in the firm's small and mid-cap products.• Pitched new ideas to the portfolio manager.• Created and ran screens as a source of new ideas.• Maintained a basic valuation model.• Interned with the firm from July 2003 - May 2005; hired full-time thereafter.