Ben Zerman

Background

About Ben Zerman

Senior equity analysts responsible for covering the domestic consumer discretionary space (e.g, brands/apparel, hardline & softline retail, online retail, restaurants, & the RV, auto retail, marine & theme park spaces)- Co-cover the global auto stack (e.g, domestic & international OEMs & T1/T2 suppliers)- Meld top-down & bottoms-up fundamental analysis in conjunction with self-built integrated financial statement models to inform investment decisions, aided by consistent contact with management teams & participation in both domestic & international investor conferences, channel checks, industry data & other sources - Led the due diligence process for multiple IPOs while on both the sell-side & buy-side (built the models, forecast estimates, developed the investment thesis & made the stock call) ultimately leading to successful investments. my personal goal is to find underappreciated value regardless of valuation multiple without the need for 'visionary' forecasts - Flexible investment style with the ability to see 'value' through various definitional lenses (able to pivot into growth, GARP, value, relative value, etc.)- Elite skill set includes financial modeling/Excel, both written & verbal communication (simplifying complex concepts), public speaking/presentations/PowerPoint, Bloomberg, Factset