Research Experience Start Date: 2016
KAR Start Date: 2021
Sector Coverage: International and emerging markets small cap portfolios
MBA, University of California, Los Angeles
B.S.B.A., Finance, West Virginia University
B.A. Political Science, West Virginia University
One-Year Certificate Program, Mandarin Chinese, Zhejiang University
Prior Work Experience:
Research Analyst – Weitz Investment Management, Inc.
Research Analyst – First Pacific Advisors, LP
Associate National Bank Examiner – Office of the Comptroller of the Currency
What Do You Enjoy Most About Your Job:
The analyst role is multifaceted and combines a lot of my interests. One of the main goals is to find the best businesses around the world at attractive valuations, but to do that you have to approach the work like a business strategist, an investigative journalist, a forecaster, and an odds-maker, among other things. While it’s secondary to our bottoms-up process, covering international and emerging markets means you also have to be aware of where macroeconomic and geopolitical conditions are prone to deteriorate, remain stable, or improve and I really like that added layer of complexity.
What Do You Enjoy Most About Working at KAR:
I feel fortunate to work with a fun, collaborative group that shares an investing philosophy that mirrors my own. By focusing on business quality first and defining that term in a broadly similar way, I believe it helps us cut through a lot of the noise in the market, elevate the debates that we have on individual companies, and it improves the odds of long-term investing success. The philosophy is the north star, but as individuals on a team, we also have a lot of flexibility to keep improving the more granular aspects of the research process and decide what to prioritize our time on.
What Are You Involved in Outside of Work:
I enjoy anything related to the outdoors, traveling to new places, movies, cooking, and playing guitar.
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