Research Experience Start Date: 1995
KAR Start Date: 2001
Sector Coverage: Small and mid-capitalization healthcare and industrials
Jon Manages: Small Cap Core, Small Cap Sustainable Growth, Small Mid Cap Core and Mid Cap Core
Education: MBA, California State University, Long Beach, B.S., Mathematics/Applied Science, University of California, Los Angeles
Prior Work Experience:
Portfolio Manager and Senior Research Analyst – Doheny Asset Management
What Do You Enjoy Most About Your Job:
I really love investing. It is an exciting profession to be in because you are always learning something new—a new business model, a new technology, a new consumer product, a new way to conduct business. It can be very humbling, but the beauty of the profession is that you are learning every day that you come into the office.
What Do You Enjoy Most About Working at KAR:
One of the things I enjoy most about working at KAR is the people. Working with a great group of people that continually challenge you intellectually.
One of the other things I truly enjoy is that I fundamentally believes in our high-quality approach to investing. Every day we are examining really great businesses, really digging in and challenging each other as to why these are or are not great businesses. As a result, we all make each other better as investors. That makes coming to work every single day a truly enjoyable experience.
What Are You Involved in Outside of Work:
While I thoroughly enjoy work, family is by far the most important thing to him. I have two kids that keep me very busy. I have coached their sports teams since they were three years old. They learn from me but, most importantly, I learn from them as well and that helps me be a better parent.
Outside of that, I read and love being active – running, skiing, and playing tennis. I am also very involved in his church.
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