Our investment team includes analysts who are research-driven, analytical, contrarian, value-oriented, independent, and intellectually honest. To generate attractive investment returns for our shareholders, our team works hard every day uncovering and exploring new ideas, challenging one another's investment theses, and following existing portfolio companies.

 
 
 
 
 
 
 
 

Adam Strauss, CFA, Portfolio Manager

Prior to joining the adviser in 2004, Adam worked in several operating roles, as Sr. Vice President of Corporate Development at EquipNet, Inc., a solutions provider that helped manufacturers redeploy and recycle surplus equipment. He also worked as VP of Strategy and Business Development at Frontier Natural Products Coop, an organic food manufacturer. Today, Adam serves as President of Frontier’s Board of Directors. Adam began his career as a Management Consultant, at Gemini Consulting and, prior to that, at Andersen Consulting. Adam earned a BA and MBA from Stanford University.

Billy Pekin, CFA, Portfolio Manager

Prior to joining the adviser in 2001, Billy was an Associate in Investment Banking at Credit Suisse in Chicago and worked as an Investment Banker and fixed income Research Analyst at Donaldson, Lufkin & Jenrette (DLJ) in New York. Billy began his career at MetLife Investment Management Corp. He earned a BA from Haverford College and an MBA from the Wharton School of the University of Pennsylvania.

Joshua Strauss, CFA, Portfolio Manager

Prior to joining the adviser in 2004, Josh served as Director of Business Development at Color Kinetics, a pioneer in energy-efficient LED lighting systems and now a division of Philips Electronics. He began his career as a Research Analyst at Shearman & Sterling and, prior to that, at Markowitz & McNaughton. Josh earned a B.A. in Foreign Affairs from the University of Virginia and an MBA from the University of Michigan.



Neeraj Bahl, CFA

Neeraj joined the advisor in 2008, prior to which, he spent 17 years working in the energy sector. In his most recent role, Neeraj worked in BP’s Integrated Supply and Trading Organization as an Oil Asset Trader. Neeraj has worked in various operating roles at BP and at Amoco Oil Company. Neeraj received a B.S. in Electrical Engineering from the University of Illinois and an MBA from the University of Chicago Booth School of Business.




SHAUN ROACH, CFA 

Prior to joining the advisor in 2014, Shaun spent
five years at Deloitte Financial Advisory Services assisting clients with valuation needs related to financial reporting, tax compliance, and strategic planning.  Shaun began his career at Deloitte Consulting as an actuarial consultant.  He received a B.S. in Actuarial Science and Finance  from the University of Illinois in May 2005 and an MBA from the University of Chicago Booth School of Business.

 


ALEXANDER KUZNETSOV, CFA 

Prior to joining the advisor in 2016, Alexander spent two years as the vice president for investment banking services in Kazakhstan at Aton, one of the oldest investment groups in Russia. Prior to this, he worked as a senior manager for corporate finance at Samruk-Kazyna, the sovereign wealth fund of Kazakhstan. Alexander began his career at Renaissance Capital, a leading emerging markets investment bank, in 2008. He received a BBA in finance, investments and banking from the American University of Central Asia and an MBA from the University of Chicago Booth School of Business.