Timothy Sledge, Cfa Email & Phone Number

Boston, Massachusetts, United States

New York, Ny

Portfolio Manager in charge of fundamental research as part of an innovative investment strategy infusing traditional equity investing methods with quant, data science and AI-driven practices; emphasized high quality, market-leading companies generating and reinvesting free cash flow; deployed approach to two equity funds totaling $1.5 B AUM. - US Large Cap Value averaged +370 bps/year vs. benchmark over 3 years (2nd quartile, 1.7 information ratio)- Emerging Markets averaged averaged +100 bps/year for 5 years (2nd quartile).- Hired, managed and mentored team of 8 fundamental sector analysts (NY & Mumbai) to support both products. - Built TD Epoch’s first offshore analyst staff, from business plan to execution, integrating them to form a highly productive, successful global team, and achieving significant cost savings; instilled a positive, collaborative culture.- Helped design and launch new Global Long/Short strategy (6-month incubation).- Retained research coverage of US and EM financial, fintech and real estate companies- Engaged with clients, prospects, consultants, and internal sales team to impart understanding of quantitative and systematic investment concepts and strategies; proposed new investment products and solutions to meet investor needs; earned top feedback for presentations. - Advocated for decisive action outside of established rules-based approach in response to market dynamics (e.g., global pandemic, geopolitics and economic cycles), mitigating risk of loss.

New York, Ny

Generalist research analyst, with a specialty in global financial stocks, including banks, life and P&C insurers, capital markets, specialty finance, payments and fintech, REITs, and real estate development companies.- Performed fundamental research on global public equities, emphasizing free cash flow analysis; presented stock recommendations attuned to various portfolio strategies (primarily Non-US and Global Small Cap).- Built robust earnings and valuation models; advised on development of stock selection models relating to global banks, insurers, REITs, and other real estate companies. - Collaborated on presentations (investment discipline, analytics) to institutional clients, prospects, and internal sales team to grow market presence and relationships.

New York, Ny

Sector team leader covering large cap global financial stocks. Helped the firm successfully navigate investing through the Global Financial Crisis of 2008-09, with leading contribution to client portfolio performance.- Led team of 3 financial sector analysts covering global banks, life insurers, property/casualty, asset managers, payment networks, specialty lenders, and fintech companies.- Presented research, recommendations, and analytical insights to portfolio managers responsible for $10 B AUM. - Advised Bessemer’s Banking & Loan and Risk committees; provided analysis on private market investments.

New York, New York, United States

Junior member of sell-side equity research team covering 7 publicly-traded US life insurers (recognized as “Up & Comer” by Institutional Investor), co-authored weekly research reports and Bernstein “Black Books”.