Profiel
Mr. Patrick S.
Sheldon, CFA, is a Senior Research Analyst at Punch & Associates Investment Management, Inc. He joined the firm in 2016 and has over 9 years of industry experience.
He focuses on discovering and analyzing small and microcap companies.
In addition to his research responsibilities, he oversees the firm’s internship program.
He earned his BA in Financial Management from the University of St. Thomas, where he served as President of the Investment Club, and he is a CFA charterholder.
Actieve functies van Sam Sheldon
| Bedrijven | Functie | Begin |
|---|---|---|
Punch & Associates Investment Management, Inc.
Punch & Associates Investment Management, Inc. Investment ManagersFinance Punch & Associates seeks to purchase growth companies at value prices. The firm combines a value manager’s risk assessment abilities with a growth manager’s imagination in their small-cap approach. They strive to assemble a portfolio of high-quality companies at undemanding valuations. The firm utilizes a bottoms-up security selection process. | Analyst-Equity | 01-06-2018 |
Opleiding van Sam Sheldon
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Punch & Associates Investment Management, Inc.
Punch & Associates Investment Management, Inc. Investment ManagersFinance Punch & Associates seeks to purchase growth companies at value prices. The firm combines a value manager’s risk assessment abilities with a growth manager’s imagination in their small-cap approach. They strive to assemble a portfolio of high-quality companies at undemanding valuations. The firm utilizes a bottoms-up security selection process. | Finance |
University of St. Thomas
University of St. Thomas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















