Since joining Point72 in 2006 Mr. Adams has managed a diversified long/short healthcare portfolio for the firm using a lower turnover strategy with a focus on business durability. A CFA charterholder, he graduated from the University of Alabama with a bachelor’s in finance and serves on the school’s President’s Cabinet and Honors College Board.
Mr. Chintalapalli joined Parnassus – a pioneer in socially responsible investing – in 2022 and serves as both a Portfolio Manager for its Value Equity Fund and as a Senior Research Analyst with responsibility for firmwide research. He holds a bachelor’s degree in engineering from West Bengal University of Technology and an M.B.A. from Cornell University.
Mr. Davidson in 2013 joined renowned British investment manager Jeremy Hosking as a Founding Partner and Portfolio Manager of Hosking Partners, which takes what it calls a “capital-cycle” approach to investing. He holds a B.A. degree in geography from the University of Oxford.
Having joined Horizon Kinetics in 2005 as a trader, Mr. Davolos currently serves as Co-Portfolio Manager of the firm’s Inflation Beneficiaries ETF [INFL], launched in January 2021, and of its Internet Fund. He received a B.B.A. in Finance from Loyola University in Maryland and an M.B.A. from New York University.
Mr. Fitch is Harris Associates’ Director of U.S. Research and also serves as co-portfolio manager of its value-focused Oakmark Select and Oakmark Equity and Income mutual funds. He joined the firm in 2011 after having worked at UBS as an investment banking analyst. He received his B.A. in Economics and Math from DePauw University and is a CFA charterholder.
Mr. Keefe since 1991 has managed client portfolios at Avenir Corp., which seeks to buy “franchise” businesses when they infrequently go on sale and hold them as they compound value over time. He joined the firm from broker/dealer Johnston, Lemon & Co., where he served in several capacities, including Director of Research. A CFA charterholder and member of the CFA Society of Washington, D.C., he received a B.A. from Washington & Lee University and formerly sat on its Board of Trustees.
After two years as an Equity Research Associate at Fidelity Management & Research, in 2011 Mr. Kissell co-founded Forager Capital to invest primarily in off-the-radar microcap companies. He earned a B.S. in economics from the University of Pennsylvania’s Wharton School, with concentrations in accounting and finance.
After two years as an Equity Research Associate at Fidelity Management & Research, in 2011 Mr. MacArthur co-founded Forager Capital to invest primarily in off-the-radar microcap companies. He is a graduate of Amherst College, where he studied economics with a concentration in mathematics.
Now responsible for the Masonry Capital’s entire operation, Mr. Meulenberg joined the firm – which invests across the capital structure with a contrarian focus on quality businesses and special situations – as a portfolio manager and research analyst in 2008. He graduated from Cornell University with a B.S. in applied economics and business management and is also a Chartered Financial Analyst.
Mr. Millsap has spent his entire career as a deep-value investment manager, joining Foundation Resource Management in 2001 after extensive stints at AmSouth Bank and Meridian Management Co. He is a Chartered Financial Analyst and holds a B.S. in corporate finance and investment management from the University of Alabama, where he serves on the Board of Visitors of the Culverhouse College of Business and on the Advisory Board of the Culverhouse Investment Management Group.
Having joined The London Company in 2002, Mr. Moody currently serves as a Portfolio Manager and Analyst at the firm, which manages high-active-share equity portfolios seeking to outperform over time by a prominent and consistent focus on downside protection. He graduated from the Virginia Military Institute with a B.S. in electrical engineering and is a Trustee of the VMI Foundation. He is a Chartered Financial Analyst and a member of CFA Society Virginia.
Ms. Puri joined First Manhattan in 2018 and currently serves on the firm’s Management Committee, is its Director of Research and is the Portfolio Manager of the FMC Excelsior Focus Equity ETF [FMCX]. She is a graduate of the Management & Technology Program at the University of Pennsylvania, where she earned degrees in both economics and systems engineering.
John Heins, Director, Fitzpatrick Center for Value Investing, University of Alabama; Editor-in-Chief and Publisher
Value Investor Insight
Portfolio Manager, Horizon Kinetics
Back to the Future: Old Economy Businesses Shaping the New Economy
Partner, Portfolio Manager, Hosking Partners
A Capital Cycle Approach to Investing (And More)
Managing Partner, Foundation Resource Management
Headwinds Turn to Tailwinds for Value Investors
Portfolio Manager, Parnassus Investments
Value Investing Through an ESG Lens
Portfolio Manager, The London Company
Look Down Before Looking Up
Portfolio Manager, Avenir Corp.
Beyond “Buy Low, Sell High”: Lessons Learned Over a Long Career
Portfolio Manager, Director of U.S. Research, Harris Associates
Keeping Your Eyes on the Prize
Portfolio Manager, Director of Research, First Manhattan Co.
In Search of Compounders
Chief Investment Officer, Masonry Capital
Where Increasing Demand Meets Chronic Undersupply
Portfolio Manager, Point72 Asset Management
Be Commercial
Managing Partners, Forager Capital Management
Small is Beautiful
Held in the Barry Mason Classroom, Hewson Hall 1017
Recent graduates pursuing careers in finance share their experiences
