Robert Jacapraro

Proven Success & Impact:

• Maintained primary coverage of up to 12 owned positions, approximately 15 active watch list companies, and the firm’s large database of normal earnings estimates and commodity supply and demand models in assigned industries. Hold regular meetings with senior company executives and external due diligence sources to measure, track, and communicate the status of critical investment thesis points. Built extensive financial models and generated concise reports detailing the investment case for new purchases.

• Rapidly assimilated and demonstrated effective practice of the firm’s proprietary deep value investing discipline – produced 5 new ideas that led to purchases in the first nine months in my role, 3 of which outperformed versus the benchmark index through December 31, 2019.

• Enhanced existing financial models on owned and watch list companies, resulting in improved forecast accuracy and keener visibility into idiosyncratic value drivers.

• Broadened the team’s research capabilities by developing fundamental analysis techniques and understanding nuances of multiple new subsectors within the technology, financial services, and consumer verticals.

• Increased productivity of updating industry valuation data sets by as much as 100% by independently introducing automation and other time-saving process steps.