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Street Address
cell: PHONE NUMBER AVAILABLE | email: EMAIL AVAILABLE / EMAIL AVAILABLE
ANALYST / PORTFOLIO MANAGER
Results-generating Investment Manager who has produced superior performance in up and down markets. Demonstrates a broad-
based experience and a deep knowledge of the industrial and agricultural sectors. Summa Cum Laude Wharton graduate w/ a triple
concentration. Investment banking and private equity foundation.
Fundamental Research Writing Reports; Idea Generation Financial Models
Equity Research; Correct Calls Managing Analysts and Traders Emerging Markets
Portfolio Management Global Markets; Critical Thinking Financial Statement Analysis
INVESTMENT EXPERIENCE
OSPRAIE MANAGEMENT, CONSULTANT 2023
Brought in by an old employer to evaluate ~$100m private equity, pork deal; they passed relatively quickly
Required me to understand cyclicality of the hog production industry, grain costs, executive pay, etc.
FAMILY HEDGE FUND, ANALYST / PORTFOLIO MANAGER 2014-Present
Investing in Food, Agriculture, Protein, Industrials, and Consumer sectors opportunistic commodities;
manage both a Long-only Fund and a Long/short Fund; are positioned to be profitable amidst food inflation
Both are benchmarked against the MOO, an agribusiness ETF; in 2019, the Long-only +22%, the L/S +8.5%,
the MOO +20.8%; in 2020, the Long-only +19.9%, the L/S +20%, and the MOO +13.3%; in 2021, the Long-
only +58.2%, the L/S +26.5%, and the MOO +22.5%; in 2022, the Long-only +44%, the L/S +34.9%, and the
MOO -10%; and in 2023, the Long-only +1.8%, the L/S +4%, and the MOO -11.3% (materials available)
Over the last 5 yrs., a Sharpe ratio of 1.27 for the Long-only, 1.40 for the L/S, and 0.39 for the MOO; a Sortino
ratio of 3.23 for the Long-only, 3.96 for the L/S, and 0.53 for the MOO
Returns over the last 5 yrs.: 239% in the Long-only, 131% in the L/S, and just 34% for the MOO
Funds are leveraged up to 200%, 15-30+ high-conviction positions; Long/short is limited to +/-40% net
ARLON GROUP, ANALYST / PORTFOLIO MANAGER (Fund Closed in October 2013) 2008-Oct. 13
Co-managed a long/short equity and commodity futures book for Arlon Opportunities Investors, within
Continental Grain Co., a 200 yr. old private business; promoted after 1 yr. to co-manage $80m w/ full discretion
Contributed to growing AUM ~4x w/ longs outperforming the MOO by 27% (materials available)
Total gross return of +46% vs. MOO at +36%, w/ net averaging ~80% of MOO and vol. ~20% below MOO
Led a team of 2 analysts (5 in total) through fundamental research process; bottom-up, value based approach
Focused on Food, Agriculture, Protein, Industrials, and Consumer sectors as well as agri-related commodities
Long positions: an undervalued seed technology co.; short positions: a fertilizer co. overestimating its pricing
OSPRAIE MANAGEMENT, EQUITIES ANALYST (Fund Closed in September 2008) 2006-2008
One of six equity analysts investing the long/short equity book of the $4 billion flagship Ospraie Fund,
reporting directly to founder and portfolio manager Dwight Anderson; covered consumer, food, and agriculture
Ranked among the top tier of Analysts firm-wide; profitable two-yr. track record in difficult market
Opportunistically recommended and later added to a mortgage bond CDS position that reached $150m of
notional exposure; $60m of profits resulted w/ minimal capital at risk
Researched, analyzed, and evaluated self-directed stock ideas and made long and short recommendations
Conducted detailed financial and operational due diligence following a bottom-up, value investing approach
WELSH, CARSON, ANDERSON & STOWE, PRIVATE EQUITY ASSOCIATE 2004-2006
Analyzed Healthcare and Information & Business Services verticals during 2-yr. program
Sole analyst on a large minority investment into AGA Medical Corp., a maker of medical devices, in a deal that
valued it at over $500m; sale to St. Jude Medical after an IPO put it a ~5x ROI in 5 yrs.
Sole analyst for a $25m investment into MemberHealth, a Medicare Part D pharmacy benefit manager
Extensive modeling experience: includes LBO analyses, operating and projection models, etc.
GLEACHER PARTNERS, MERGERS & ACQUISITIONS ANALYST 2002-2004
Sole analyst for Insilco Holding Co. s $500m bankruptcy proceedings and five business unit sales
As part of 2-yr. program, performed thorough analyses behind several M&A and restructuring initiatives
EDUCATION / INTERESTS
THE UNIVERSITY OF PENNSYLVANIA, WHARTON SCHOOL 2002
Bachelor of Science Degree in Economics w/ 3 concentrations: Finance, Management, and Legal Studies
Graduated Summa Cum Laude, GPA: 3.98/4.00; Varsity and Freshman Crew (Lightweight; 1998 2002)
Interned at Cohen Bros & Co., an equity research boutique, covering mid-sized financials: 2001 2002
Interests include rowing, the Boston Red Sox, the New England Patriots, and U.S. military history; BSA Eagle
Scout; Series 7 & 63 (expired); NY Cares Team Leader; Toastmasters International member
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