Analysts work within a specific market sector and undertake in-depth research and company valuation associated with the study of potential investments using Bloomberg, CapIQ, and Morningstar. Included in the research are; company analysis, competitive analysis, sector analysis, growth drivers, current valuation, and future valuation/projections. Analysts and Sr. Analysts use a discounted cash flow model to determine fair market value and a recommended stock price entry level with projected growth. Analysts and Sr. Analysts prepare and deliver presentations to the fund’s Board of Managers, who are the investors in the fund.
Team Leaders serve as Senior Analysts with the added responsibility of the management of a team and the oversight of the financial model process. Leaders assign and monitor the work of their respective Analysts and Senior Analysts and maintain the final approval of investments to be presented to the Board of Managers.