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Profil
Mr. John A. Thaler is a Founder & Portfolio Manager at JAT Capital Management LP.
Prior to founding JAT in July 2020, Mr. Thaler was a Portfolio Manager at Wexford Capital managing the Wexford Core Equities Fund.
Prior to joining Wexford Capital, Mr. Thaler was the Founder and Portfolio Manager for JAT Capital Management (a former investment management firm run by Mr. Thaler that preceded the business of Hampton Road Capital Management LP (now rebranded as JAT Capital Management LP)), a $3 billion alternative asset management firm which operated from November 2007 through June 2015.
Previously, Mr. Thaler was a Portfolio Manager at Shumway Capital Partners.
Mr. Thaler was a pre-launch member of the Shumway team, joining the organization in 2002.
Prior to joining Shumway, Mr. Thaler was an associate at Spectrum Equity Investors and an analyst at Merrill Lynch.
Mr. Thaler earned his B.A. in Economics from the University of Chicago, in 1997.
Postes actifs de John Thaler
| Sociétés | Poste | Début |
|---|---|---|
JAT Capital Management LP
 JAT Capital Management LP Investment ManagersFinance JAT Capital seeks high absolute returns over a long-term horizon by investing on a long/short basis primarily in equity securities, predominantly listed securities, and related instruments in global markets. They aim to achieve this investment objective by focusing on stock picking and deep fundamental research with respect to those investments we believe the markets are mispricing in order to drive alpha. Generally, detailed bottom-up financial modelling is conducted on an individual issuer basis. | Directeur Général | 01/07/2020 |
Anciens postes connus de John Thaler
| Sociétés | Poste | Fin |
|---|---|---|
JAT Capital Management LP (Old)
 JAT Capital Management LP (Old) Investment ManagersFinance JAT Capital Management (JAT) employs a fundamentally-oriented, longer-term, private equity-like approach to public equity investing. The firm offers both long-short and long equity strategies, with a focus on the Telecom, Media & Technology and Travel, Leisure & Gaming sectors. The JAT Capital Funds and the JAT Select Funds employ similar investment programs which typically invest on a side-by-side basis. Investments are generally allocated between the funds on a pro rata basis based on net asset value. The JAT Capital Funds and the JAT Select Funds may invest globally, long and short, opportunistically across a wide range of sectors, primarily in equity securities. The JAT Prime Funds seek to maximize long-term, risk-adjusted returns through a diversified portfolio of individual long investment ideas. They portfolio generally reflects the liquid long equity positions held by the JAT Capital Funds. The JAT Prime Funds may also enter into certain short transactions against existing long investments to reduce exposure. While not specifically targeted toward non-US investments, the funds may have invest a significant portion of their assets in companies whose primary businesses are located outside the US. The funds are sector and market agnostic and are not limited by the issuer, industry or market. In addition to investing in exchange-traded equity securities, the funds may invest in a variety of other financial instruments such as OTC and exchange-traded derivatives relating to equities, equity indices, credit, and credit indices (options, swaps, futures and options on futures); fixed-income securities including bonds and other debt obligations, sovereign debt securities and derivatives; and foreign currency forwards and other instruments. Investments may be made for speculative purposes or to hedge against risk. The funds may also invest in short-term cash-like investments, such as money-market funds or US government-issued securities. | Fondateur | 01/01/2015 |
SCP III LP
 SCP III LP Investment ManagersFinance Shumway Capital Partners is a growth equity investment firm that invests in a wide range of public and private opportunities, focusing on the growth of promising businesses rather than financial engineering of struggling businesses. Their investment activities include private investments, venture capital, seed capital and public investments. Shumway has particular expertise in the technology, consumer, telecom, energy, financials and healthcare sectors globally. Investments typically range from $10 million to $100 million, but the firm may opportunistically participate in smaller or larger investments. Shumway's investments in private companies focus on high-quality businesses with strong management teams. The firm targets businesses with long-term, sustainable growth and attractive reinvestment economics where returns are driven by growth rather than high leverage ratios. They participate at various levels within the capital structure and make both growth and control investments across a variety of industries. Shumway seeks to partner with managements to unlock growth through organic business opportunities and acquisitions. Their investment horizon often extends well beyond typical funds’ and may last decades. Shumway Capital makes venture capital investments across a range of non-traditional partnership and incubation opportunities in businesses with high return potential. The firm may partner with start-up businesses as well as high-quality existing firms in the early stages, The firm seeks to seed investment managers with track records of successful public and/or private investing. Shumway has invested across a variety of sectors and strategies including long/short equity, macro and private equity. The majority of their seeded managers have over $1 billion of capital under management. Shumway's public market investments focus on high-quality businesses with strong management teams. They approach public investments with a long-term time frame similar to their private investments. They tend to invest in businesses with high growth, strong unit economics and a sustainable model that can generate long-term, tax-efficient capital appreciation. | Analyst-Equity | 31/05/2007 |
Wexford Capital LP
 Wexford Capital LP Investment ManagersFinance Wexford is a value-oriented multi-strategy investor that captures risk-adjusted returns across public and private markets. The firm buys high quality assets at dislocated prices. They have particular expertise in investing in the following sectors: bankruptcy/distressed, energy/natural resources, real estate, technology/telecommunication, and transportation. | Gestionnaire de Portefeuille-Actions | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Spectrum Equity Management LP
 Spectrum Equity Management LP Investment ManagersFinance Spectrum Equity invests in companies located in Boston, San Francisco, and London. The firm focuses on multiple sectors such as software, data and consumer internet business. It participates in growth capital transactions with an investment size of USD 30 - 200 million. The firm acquires minority and controlling interest. It acts as a lead investor and also makes follow-on investments. | Analyste en capital-investissement | - |
Formation de John Thaler
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
18
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Spectrum Equity Management LP
Spectrum Equity Management LP Investment ManagersFinance Spectrum Equity invests in companies located in Boston, San Francisco, and London. The firm focuses on multiple sectors such as software, data and consumer internet business. It participates in growth capital transactions with an investment size of USD 30 - 200 million. The firm acquires minority and controlling interest. It acts as a lead investor and also makes follow-on investments. | Finance |
Wexford Capital LP
Wexford Capital LP Investment ManagersFinance Wexford is a value-oriented multi-strategy investor that captures risk-adjusted returns across public and private markets. The firm buys high quality assets at dislocated prices. They have particular expertise in investing in the following sectors: bankruptcy/distressed, energy/natural resources, real estate, technology/telecommunication, and transportation. | Finance |
SCP III LP
SCP III LP Investment ManagersFinance Shumway Capital Partners is a growth equity investment firm that invests in a wide range of public and private opportunities, focusing on the growth of promising businesses rather than financial engineering of struggling businesses. Their investment activities include private investments, venture capital, seed capital and public investments. Shumway has particular expertise in the technology, consumer, telecom, energy, financials and healthcare sectors globally. Investments typically range from $10 million to $100 million, but the firm may opportunistically participate in smaller or larger investments. Shumway's investments in private companies focus on high-quality businesses with strong management teams. The firm targets businesses with long-term, sustainable growth and attractive reinvestment economics where returns are driven by growth rather than high leverage ratios. They participate at various levels within the capital structure and make both growth and control investments across a variety of industries. Shumway seeks to partner with managements to unlock growth through organic business opportunities and acquisitions. Their investment horizon often extends well beyond typical funds’ and may last decades. Shumway Capital makes venture capital investments across a range of non-traditional partnership and incubation opportunities in businesses with high return potential. The firm may partner with start-up businesses as well as high-quality existing firms in the early stages, The firm seeks to seed investment managers with track records of successful public and/or private investing. Shumway has invested across a variety of sectors and strategies including long/short equity, macro and private equity. The majority of their seeded managers have over $1 billion of capital under management. Shumway's public market investments focus on high-quality businesses with strong management teams. They approach public investments with a long-term time frame similar to their private investments. They tend to invest in businesses with high growth, strong unit economics and a sustainable model that can generate long-term, tax-efficient capital appreciation. | Finance |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
JAT Capital Management LP (Old)
JAT Capital Management LP (Old) Investment ManagersFinance JAT Capital Management (JAT) employs a fundamentally-oriented, longer-term, private equity-like approach to public equity investing. The firm offers both long-short and long equity strategies, with a focus on the Telecom, Media & Technology and Travel, Leisure & Gaming sectors. The JAT Capital Funds and the JAT Select Funds employ similar investment programs which typically invest on a side-by-side basis. Investments are generally allocated between the funds on a pro rata basis based on net asset value. The JAT Capital Funds and the JAT Select Funds may invest globally, long and short, opportunistically across a wide range of sectors, primarily in equity securities. The JAT Prime Funds seek to maximize long-term, risk-adjusted returns through a diversified portfolio of individual long investment ideas. They portfolio generally reflects the liquid long equity positions held by the JAT Capital Funds. The JAT Prime Funds may also enter into certain short transactions against existing long investments to reduce exposure. While not specifically targeted toward non-US investments, the funds may have invest a significant portion of their assets in companies whose primary businesses are located outside the US. The funds are sector and market agnostic and are not limited by the issuer, industry or market. In addition to investing in exchange-traded equity securities, the funds may invest in a variety of other financial instruments such as OTC and exchange-traded derivatives relating to equities, equity indices, credit, and credit indices (options, swaps, futures and options on futures); fixed-income securities including bonds and other debt obligations, sovereign debt securities and derivatives; and foreign currency forwards and other instruments. Investments may be made for speculative purposes or to hedge against risk. The funds may also invest in short-term cash-like investments, such as money-market funds or US government-issued securities. | Finance |
JAT Capital Management LP
JAT Capital Management LP Investment ManagersFinance JAT Capital seeks high absolute returns over a long-term horizon by investing on a long/short basis primarily in equity securities, predominantly listed securities, and related instruments in global markets. They aim to achieve this investment objective by focusing on stock picking and deep fundamental research with respect to those investments we believe the markets are mispricing in order to drive alpha. Generally, detailed bottom-up financial modelling is conducted on an individual issuer basis. | Finance |
