![Sam Sheldon](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Sam Sheldon
Analyst-Equity chez
Punch & Associates Investment Management, Inc.
Profil
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.
Postes actifs de Sam Sheldon
| Sociétés | Poste | Début |
|---|---|---|
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 |
Formation de Sam Sheldon
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
10
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
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