Analyze companies in the consumer, media, technology and telecom sectors for potential investment opportunities.
•Conduct fundamental, bottom-up research to identify value/garp and catalyst-driven investment ideas.
•Evaluate investment opportunities by analyzing the business model, management team and company valuation to determine investment potential.
•Understand mispricing by the market and determine how the security will converge to fair value.
•Create financial models.

Researched investment opportunities in the technology, media, industrials and telecom sectors.
•Recommended value equity and fixed income investments expected to outperform the market.
•Constructed financial models to project future cash flows, understand sensitivity to underlying drivers and assess the relative value of each class of securities in the capital structure.
•Identified macro themes and recommended investments that benefit from structural changes.
•Generated investment returns

Researched attractive investment opportunities in the technology, media, consumer and telecom sectors.
•$2B large cap value fund outperformed the S&P 500 and Russell 1000 Value indexes in 2007-2009 (2007 569 bps, 2008 140 bps, 2009 305 bps). The 5 year fund performance was above benchmarks and peer group.
•Promoted to co-portfolio manager in recognition of strong performance and investment results.
•Responsible for idea generation, company/industry research, risk management and communication