Madison, Wisconsin, United States
Building a business with partners of great integrity, intelligence, and initiative at Jacobson & Schmitt. Providing our clients responsible and thoughtful investment management and financial advice.
Applied Equity Market Research Lecturer UW Business School Hawk Center
• Co-managed Madison's $2B Large Cap strategy utilizing intensive fundamental business model research and a disciplined valuation process to achieve superior returns while assuming lower-than-average risk. Produced 2.24% of annual alpha versus the S&P 500 as a portfolio manager. Return CAGR for the 3.5 years 2016 through H1 2019 = 15.50%, after a 0.95% fee, versus the S&P 500 at 13.26%. • Constructed a high-conviction portfolio of investments in well managed, high-quality companies that exhibited sustainable competitive advantages, prudent financial leverage and durable growth characteristics • Conducted fundamental research and valuation analysis for the U.S. Equity Team, focusing on Large Cap since 2012 and contributing a significant portion of the strategy's new holdings • Fostered a culture of continuous improvement and investment excellence
• Performed fundamental business model assessment and valuation analysis of non-bank financial stocks • Developed financial analysis tools & reports that increased portfolio manager and analyst productivity • Supported Large Cap Growth, Large Cap Value, Mid Cap Value, and Diversified Income investment products totaling $5B of assets under management • Achieved superior performance managing paper portfolios, defined as 200 bps above benchmark 2008 92% of Superior H1 2009: 98% of Superior
• Offered technical consulting and sales support for Wisconsin-based customers • Doubled territory to $4M of revenue and over 250 end-user companies • Strengthened NATI’s competitive advantage by providing feedback to headquarters regarding customers, new markets, product development, and the competitive landscape • Led information sessions and interviews for recruitment at the University of Wisconsin-Madison