![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 en
Punch & Associates Investment Management, Inc.
.
Perfil
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.
Cargos activos de Sam Sheldon
| Empresas | Cargo | Inicio |
|---|---|---|
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 |
Formación de Sam Sheldon.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
10
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
- Bolsa de valores
- Insiders
- Sam Sheldon
