- Innovated a hybrid strategy that merged technical derivative analysis with fundamental company analysis to create asymmetric and uncorrelated returns. Unconstrained strategy returned 15% with a Sharpe ratio of 350% of the S&P 500.
- Invested across the capital structure in the US, Europe, and LATAM.
- Engineered proprietary analytical and database tools that radically improved the fundamental screening hit ratio, which was critical to JGM’s success (trades had a 90% ITD success rate).
- Recruited and supervised computer programmers to develop data projects, including reconstructing widely used credit derivative valuation models after identifying a design flaw.
- Raised 98% of the fund’s initial capital and led fundraising efforts.
Focus areas: Technology, Consumer Services, Consumer Products, Renewable Energy, Energy, Industrials, Market Structures, Fund Structure, Asset Valuation, Due Diligence, Economics, Economic Analysis, Global Strategy, Global Risk, Global Economics, Emerging Markets, International Expansion, International Affairs, International Finance, Financial Forecasting, Databases, M&A Modeling, Bankruptcy & Insolvency, Asset Allocation, Acquisition Analysis, Discounted Cash Flow (DCF), Value Investing, Valuation, Quantitative Analysis, Quantitative Modeling, Data, Entrepreneurship, Financial Modeling, Equity Investment, Fixed-income Derivatives, Equity Derivatives, Capital Raising, Financial Risk Management, Investments & Risk Management, Hedge Funds, Capital Structure Analysis, Business Strategy, Industry Analysis, Financial Analysis, Debt, Investment Analysis, Risk Management, Fundraising, Derivatives, Fundamental Analysis, Portfolio Management, Leveraged Credit, Equity Valuation, Capital Allocation, Investments, Asset Management, Credit Investing, Equity Capital, Capital Markets, Debt Capital Markets, Special Assets, Trading, Fund of Funds, Fund Management, Business Analysis, Business Advisory, Business Development, Growth Strategy, Entrepreneurial Finance, Startup Funding, Funding Strategy, Funding Process, S&P Capital IQ, Foreign Exchange (FX) Hedging, Portfolio Analysis, Capital Structuring, Deal Structures, Finance Structures, Corporate Structure, Mergers & Acquisitions (M&A), Term Sheet Negotiations, Legal Structuring, Legal Analysis, Structuring of Funds, Business Models