John T.

An experienced professional research analyst with over 12 years of equity investment research experience across value, growth, & core investment styles, performing fundamental bottom-up investment research grounded in rigorous analysis and due-diligence of company management teams and business cycles for long-only and long/short buy-side institutional asset managers, hedge funds, investment managers, family offices, private equity funds, Big 3 consulting firms, Fortune 500 companies, and expert networks. - CFA® Charterholder, CFA Institute: Chartered Financial Analyst - CMT® Charterholder, CMT Association: Chartered Market Technician - CAIA® Charterholder, CAIA Association: Chartered Alternative Investment Analyst - #5 ranked analyst for the Technology Sector on Sum Zero - Asset Classes: Equities, Options, Derivatives, ETFs, Preferred Equities, Intangible Assets (Spectrum, Off-Balance Sheet & Hidden Assets, Deferred Tax Assets, M&A, Spin-offs/Split-offs), Distressed Debt Investments - Investment Styles: Deep Value and Core-Growth with a high-quality bias focusing on enterprise value-based analysis, free cash flow, comparable company relative value market multiple analysis, dividend discount model, Gordon Growth Model, one-stage, two-stage & three-stage growth models - FactSet, Bloomberg, S&P Capital IQ, Microsoft Office, VBA, Macros, Excel, Word, PowerPoint, CS Holt, Eikon, MSCI, MorningStar Direct, Starmine, Thomson Reuters, Python - Ability to research and investigate across equities, distressed, derivatives, options, and ETFs across all sectors - A unique perspective on market dynamics incorporating economic analysis gleaned from educational background forged in years of rigorous research tackling problems on the macro and micro levels - Creative solutions finder and provider that can apply conventional methods to unconventional problems or unconventional frameworks to conventional business concepts - Experienced in marketing and market positioning analysis - Excellent oral, written, interpersonal and presentation communication skills across various mediums including Word, PowerPoint and Excel - Highly experienced in data analysis and Excel work as well as PowerPoint presentations and written analysis in Microsoft Word - Research coverage ranged from fintech, software, and SaaS TMT industries to energy, industrials, and materials but my primary focus was on emerging or disruptive players and their disintermediation threat to incumbents I have over 10 years of equity investment research and analysis experience. Stylistically opportunistic event-driven special situations equity analyst researching micro-cap, small-cap and mid-cap stocks with top-class financial modeling skills (see examples). My sector coverage ranges across the TMT, FinTech, communications, consumer, industrials, energy and materials sectors. Swing trader focused on under-followed or under-appreciated companies with meaningful catalysts and high-growth opportunities. Utilize a blended fundamental and technical-based research for swing trading approach. Professional background at a top 5 asset manager (BNY Mellon Asset Management), long/short event-driven special situations hedge funds and long-only investment manager. I conduct research and analysis on industries, market trends, equities, and build fully-integrated 3-statement financial models with valuations, discounted cash flow analysis and sensitivity tables. I also conduct analysis using comparable transactions, comparable company analysis and market multiples to justify investment decisions and valuations. I have directed portfolio positioning decisions and issued buy/sell/hold recommendations on individual securities for institutional asset management in excess of $100 million in value. Highly experienced investment commentary writer and have been writing for the institutional asset management industry for over 10+ years. Examples are attached and are also listed in my profile. I can work with any market or asset class. I have worked as a writer and editor for CopyLab and Investopedia on a consistent basis. I have a thirst for financial markets and understand the compliance restrictions around investment commentary. Extensive experience writing original research content for in-depth white papers (option-overlay buy-write strategy) and color commentary on investment markets on an ad hoc and recurring weekly/monthly/quarterly basis for years • Current equity and distressed investment research analyst performing rigorous, in-depth, bottom-up fundamental research and analysis of US small, mid, and micro-cap equities across all sectors with a focus on Technology, FinTech, Consumer Discretionary, Consumer Staples, Communications, Industrials, Energy, and Materials • Former Equity Analyst with generalist coverage focusing on the small, smid, mid and large cap universes for the Institutional Equity Investment Team at GW&K Investment Management (Affiliated Managers Group subsidiary)