Profil
Mr. Kristofer L.
Medina, CFA, is a Managing Partner at Medina Value Partners LLC.
Mr. Medina was previously employed as an Analyst by Ivory Investment Management LP and by JPMorgan Securities, Inc.
He received his undergraduate degree from the University of Michigan.
Postes actifs de Kristofer Lee Medina
| Sociétés | Poste | Début |
|---|---|---|
Medina Value Partners LLC
Medina Value Partners LLC Investment ManagersFinance MVP seeks to generate long-term returns commensurate with moderate risk through all market conditions. The firm primarily invests in deep-value, small to mid-cap equity securities supplemented with arbitrage positions and short sales. | Directeur Général | 01/09/2010 |
Anciens postes connus de Kristofer Lee Medina
| Sociétés | Poste | Fin |
|---|---|---|
Ivory Investment Management LLC
Ivory Investment Management LLC Investment ManagersFinance Ivory Investment Management's core funds consist of their Flagship Strategy and their Optimal Strategy. They also manage a Long-Only Strategy and the Ivory Select Opportunity Fund. The firm uses utilizes a range of investments including equities and convertibles; cash equivalents, including short-term corporate or government obligations and money market instruments; market or sector indices; debt securities and instruments of US and non-US government and corporate issuers including distressed and high-yield securities; options; futures; warrants; swaps; index derivatives; when-issued securities; private placements; partnership/LLC interests; trade claims; and structured security products. The Ivory Flagship Strategy seeks to deliver attractive, risk-adjusted absolute returns with low correlation to market indices. It takes long and short positions in equity securities of publicly traded companies and may also invest in debt securities and other liquid instruments. The Ivory Optimal Strategy employs the same proprietary, bottom-up, value-based investment approach as the Flagship Strategy and invests in the same universe of companies. The strategy seeks to maintain 1.5x the position sizing of positions held by the Flagship Strategy. The Long Strategy takes long positions primarily in equity securities of publicly traded companies. It may also invest in debt securities and derivative instruments. It may have higher individual position concentration and maintain fewer total positions than the Flagship Strategy due to the Flagship’s mandate to hedge long exposure with short positions. The Select Opportunity Fund's core portfolio consists of a diverse group of long and short positions based on a proprietary set of systematic screens and analyses, as well as select concentrated positions based on in-depth fundamental analysis The fund invests in the same universe of companies and related firms as the Flagship Strategy. | Corporate Officer/Principal | 01/11/2008 |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides corporate, investment banking, consumer and commercial banking, asset management, payment & security solutions | Corporate Officer/Principal | 01/02/2007 |
Formation de Kristofer Lee Medina
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Ivory Investment Management LLC
Ivory Investment Management LLC Investment ManagersFinance Ivory Investment Management's core funds consist of their Flagship Strategy and their Optimal Strategy. They also manage a Long-Only Strategy and the Ivory Select Opportunity Fund. The firm uses utilizes a range of investments including equities and convertibles; cash equivalents, including short-term corporate or government obligations and money market instruments; market or sector indices; debt securities and instruments of US and non-US government and corporate issuers including distressed and high-yield securities; options; futures; warrants; swaps; index derivatives; when-issued securities; private placements; partnership/LLC interests; trade claims; and structured security products. The Ivory Flagship Strategy seeks to deliver attractive, risk-adjusted absolute returns with low correlation to market indices. It takes long and short positions in equity securities of publicly traded companies and may also invest in debt securities and other liquid instruments. The Ivory Optimal Strategy employs the same proprietary, bottom-up, value-based investment approach as the Flagship Strategy and invests in the same universe of companies. The strategy seeks to maintain 1.5x the position sizing of positions held by the Flagship Strategy. The Long Strategy takes long positions primarily in equity securities of publicly traded companies. It may also invest in debt securities and derivative instruments. It may have higher individual position concentration and maintain fewer total positions than the Flagship Strategy due to the Flagship’s mandate to hedge long exposure with short positions. The Select Opportunity Fund's core portfolio consists of a diverse group of long and short positions based on a proprietary set of systematic screens and analyses, as well as select concentrated positions based on in-depth fundamental analysis The fund invests in the same universe of companies and related firms as the Flagship Strategy. | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides corporate, investment banking, consumer and commercial banking, asset management, payment & security solutions | Finance |
University of Michigan
University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Medina Value Partners LLC
Medina Value Partners LLC Investment ManagersFinance MVP seeks to generate long-term returns commensurate with moderate risk through all market conditions. The firm primarily invests in deep-value, small to mid-cap equity securities supplemented with arbitrage positions and short sales. | Finance |
















