Aravis Head of Research, Sam Wood, CFA, sits down with Cramer Rosenthal McGlynn Long/Short Equity managers Mimi Morris and Jason Yellin to discuss the alpha opportunities in the SMID cap space, as well as the distinctive skills of the diminished art of single stock shorting.
Presenters
Mimi Morris
Portfolio Manager, Cramer Rosenthal McGlynn
Mimi Morris joined CRM in 2010 and is a portfolio manager on CRM Long/Short Opportunities and a senior research analyst covering the consumer sectors in CRM’s investment group. Prior to CRM, Mimi was a Director at Telsey Advisory Group where she was an equity analyst and consultant. She has additional financial experience from Merrill Lynch, Columbia House Company, and Donaldson, Lufkin, and Jenrette.
She received a BA from Williams College and an MBA from Columbia Business School. Mimi serves on the Board of the Brooklyn Botanical Garden.
Jason Yellin
Portfolio Manager, Cramer Rosenthal McGlynn
Jason joined the Firm in 2015 and currently serves as a portfolio manager on CRM Long/Short Opportunities and senior research analyst covering industrials, TMT, and consumer sectors in CRM’s investment group. Previously, Jason was a Managing Director at JAT Capital and began his career in the Mergers & Acquisitions department at Morgan Stanley. Jason has additional financial experience from WRA Investments, Cobalt Capital, and Matrix Capital Management. He received a BS from The Wharton School of the University of Pennsylvania. Jason serves on the Board of Scarsdale Little League Baseball.
Sam Wood, CFA
Head of Research & Risk, Aravis Capital
Sam is a Director at Aravis and is responsible for the Research function at the firm. This includes qualitative and quantitative research of prospective investment managers, in-depth due diligence reports, performance attribution and risk/return analysis. Research at Aravis assists the Distribution team with relevant market and manager-specific information and helps investors expedite their investment decision-making process.
Prior to Aravis, Sam worked at GLG (Gerson Lehrman Group) where he led teams providing primary research for hedge funds and long-only based funds in EMEA.
Sam is a CFA Charterholder and holds the IMC (Investment Management Certificate). He graduated from Nottingham University with a BA (Hons) in American Literature and History.