TMT, Software, Semi’s / Generalist

Global Growth Public Equity investing in Technology, Healthcare, FinTech, & Consumer companies

• Actively managed a portfolio applying fundamental industry and company analysis• Three largest current holdings: Nvidia (NVDA), Align Technology (ALGN), and Adobe (ADBE)• Outperformed the SP500 index by 49.0% over the portfolio’s lifetime as of 12/31/18 by successfully analyzing and predicting outperformance of technology and healthcare names

• Collaborated directly with institutional & buy-side analysts to conduct primary research utilizing GLG’s platform to develop or build conviction in trends and competitive dynamics across supply chains• Developed industry and company specific expertise about past, current, and future trends across all sectors, as well as formed key relationships with industry and company personnel

• Participated in a rotational program performing market research and channel checks on a variety of industry groups such as Healthcare, TMT, Services, Industrials, Consumer, Financials, Utilities, and Credit.• Developed and conducted a research project of my own on the clear aligners segment of the orthodontic dental space, specifically Align Technology, Inc. (ALGN) by contacting industry experts; my research de-risked the emergence of new competitors • Presented my final report and recommendation on both specific securities and industry trends from a high level to senior analysts in supporting their investment analysis and management of $15 billion in investor assets