Waldemar Mozes Email & Phone Number

Chicago, Illinois, United States

Waldemar joined Cedar Street in 2016 to combine his background in building and managing non-U.S., small-cap investment portfolios with his entrepreneurial skillset to help establish CSAM’s institutional investment presence. As Director of Investments, Waldemar leads Cedar Street’s multi-stage research process and manages the firm’s team of equity research analysts. In addition to managing the research team, he participates directly in all phases of the investment process from idea generation through portfolio construction and management. Waldemar also assists Cedar Street’s COO with identifying and implementing technology solutions to streamline the firm’s infrastructure. Waldemar developed his passion for value-oriented investing initially through private company and start-up investments that required in-depth operational due diligence and a thorough understanding of technology value chains. Waldemar continues to apply these skills to identify investment opportunities at Cedar Street in sectors that can be overlooked by other value investors as semiconductors, precision equipment, media, and software.

Washington D.C. Metro Area

Initiated and launched TAMRO’s International Small Cap strategy, including product development, operational/trading support, distribution strategy, and mutual fund (AROWX) launch. Sourced new ideas from screens and unstructured sources; performed fundamental research and financial analysis incorporating operational due diligence; produced and updated scenario-based valuation models reflecting fundamental analyses. Travel included local conferences in Asia, Europe, and Latin America as well as ad-hoc field visits to meet with management teams and line managers.Produced client presentations and presented the strategy on panel discussions and to institutional consultants, family offices, registered investment advisors, financial planners, and emerging manager platforms.

Washington D.C. Metro Area

Generated investment ideas for TAMRO's Small Cap and Large Cap investment strategies and presented and defended investment cases in team meetings. Equity research process included analyzing financial statements, building and maintaining models, industry analysis, meeting company management teams and field visits, producing primary research reports, and generating idea updates.As Director of Research, co-managed and mentored Equity Analysts in TAMRO's core philosophy and process; developed equity analyst compensation structure to align performance incentives with client outcomes; vetted and reviewed research and quantitative investment tools and providers; and prepared and presented data for client presentations.Provided ad-hoc corporate strategic planning and analysis to the company management team including new product development, distribution strategy, and corporate development plans. Sector specialties: Technology, Industrials, Energy, Materials, and Consumer

San Francisco, Ca

Managed a personal investment portfolio; strategy focused on companies with high and consistent ROIC trading at a discount to intrinsic value; valuation models based on detailed financial analysis and incorporated multiple scenarios.Research process included planning and executing company due diligence; producing investment notes; and attending investment conferences. Portfolio generated a 14.7% return over 20 months (vs. S&P500 3.7% and NASDAQ 9.5%); sector focus was on Semiconductors, Software, Communications Equipment, Media, and Telecom.

San Francisco, Ca

Perform equity analysis of Technology sector stocks for the firm's International Growth strategy, including both large and small cap stocks

Produced invesmtent reports on semiconductor companies in collaboration with Senior Analyst. Research process included meeting with companies to evaluate business prospects, analyzing industry trends, developing financial models and valuations, and writing reports.

San Francisco

Served in investment analysis role focused on the wireless communications sector. Planned and performed in-depth fundamental analysis by conducting a review of each company’s services and margins, network technology, and market competition. Met with all companies in their home markets. Information sources included customer interviews, discussions with company management, suppliers, auditors, and sell-side analysts. Generated investment thesis based on the value of subscribers and return on invested capital.

San Francisco, Ca

Channel Development Manager and International Business Development (1998-2001) for Covad Communications Inc., Santa Clara, CACo-founder of wireless broadband start-up (1997-1998), Santa Rosa, CAMarketing Manager and Channel Sales Development (1996-1998) for USV Telemanagement, Inc., Mill Valley, CACo-founder and head of product development (1995-1997) for Vertical Adventures (ski resort website), San Francisco, CAResearch Analyst, Telecom Group (1994-1996) for LECG, Inc., Emeryville, CA

Mba

Bachelor’S Degree

Education record

Education record