David Montero-Rosen

David Montero-Rosen

Chief Investment Officer, Portfolio Manager

David oversees the firm’s investment activities, determining where to focus the firm’s efforts and directing the firm’s activities according to areas of opportunity. He is responsible for the investment selection, fundamental analysis and portfolio management as the Chairman, Chief Investment Officer and a Founding Member of the firm.

With decades in finance, he has extensive experience as an equity research analyst and market strategist across multiple industries.  He also has experience as a high yield bond analyst, with specialization in distressed debt sales and trading.  David has run equity portfolios employing risk arbitrage, long/short equity and derivatives strategies.  A ranked corporate bond analyst in leveraged finance by Institutional Investor magazine, he has been a consultant to the World Bank on international capital markets.  David is in the unusual position of having headed both equity research departments and fixed income research departments during his career on Wall Street. David was a Managing Director at Bear Stearns & Co. where he ran the Global High Yield Emerging Markets Research Group and was the firm’s Strategist in EM Fixed Income, Media and Consumer Products research. Prior to Bear Stearns, David Co-Headed the Emerging Markets business at Dillon Read & Co. and ran Strategy and EM Equity Research.  Prior to Dillon Read David was a Senior Vice President and Head of Emerging Markets Equity Research and Strategy at Kidder, Peabody & Co. and member of the Emerging Markets Debt Committee. He is fluent in Spanish and grew up both in Colombia, South America where he lived on a farm and in Central Illinois where he became familiar with row crop farming.

David is an Honours Graduate with a BSc. in Economics from The London School of Economics and Political Science and an M.B.A. in Finance from the Stern School of Business at New York University.  He has a certificate in Strategic Public Sector Negotiation from the John F. Kennedy School of Government at Harvard University.

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