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Cover 70+ stocks within 7-10 sectors/industries, in a long only, value oriented, global portfolio with a three to five year holding period. Conduct extensive research
Equity Research - Cover 70+ stocks within 7-10 sectors/industries, in a value oriented, global portfolio with a three to five year holding period. Conduct extensive research and present new ideas (equity and fixed income) to the Investment Committee
o Areas of focus: Russian Utilities, Mining, Logistics and Energy Services
o Other consulting industry research projects: Domestic: Search Software, Cloud Computing; Retail; Commodity Royalty Trusts
• Valued the acquisitions; modeled and forecasted all financial statements; performed sensitivity analysis and synergy adjustments; participated in all aspects of quality of earnings and tax analysis, due diligence, and financing negotiations.
• Research and Analysis – Covered 8 to 10 positions in a 30-stock portfolio with a a 3-5 year average holding period. Coverage responsibilities: financial forecasting and valuation modeling, competitor and industry analysis, frequent communication with senior management, sell-side analysts and customers, and financial statement due diligence. Present sell, add and reduce recommendations to the Investment Committee.
• Prepared an extensive financial analysis and contributed to the due diligence activities in the proposed $500 million sale of US Steel raw material operations to the Apollo Group