Joe CFA

Partner at Heard Capital LLC - Chicago, IL, US

Joe CFA's Contact Details
HQ
312-786-5210
Location
Company
Heard Capital LLC
Joe CFA's Company Details
Heard Capital LLC logo, Heard Capital LLC contact details

Heard Capital LLC

Chicago, IL, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Heard Capital LLC invests in public equities in the technology, media, telecommunication, financial, industrial and energy sectors. The regulatory structures, competitive landscape, demographics and historical biases within these industries often results in misunderstandings and inefficiencies, thereby creating investment opportunities. The Firm analyzes opportunities on a global basis, utilizing fundamental, bottom up analysis and leveraging the team's 15+ years of investment experience. The Firm targets investments in which the market's perception of value is not in line with the Firm's view, often due to varying views on sector themes, secular changes or company-specific issues. The Firm actively adjusts exposure levels and uses position sizing to manage risk and express conviction. The Firm invests across two vehicles. Both vehicles embrace concentration, have low turnover and focus on long-term value creation:Heard Opportunity Fund seeks to generate superior risk-adjusted returns while preserving capital across all market environments.Heard High Conviction Long Only Fund focuses on capital appreciation for investors with a longer investment horizon.

Finance Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Heard Capital LLC
Frequently Asked Questions about Joe CFA
Joe CFA currently works for Heard Capital LLC.
Joe CFA's role at Heard Capital LLC is Partner.
Joe CFA's email address is ***@heardcapital.com. To view Joe CFA's full email address, please signup to ConnectPlex.
Joe CFA works in the Investment Management industry.
Joe CFA's colleagues at Heard Capital LLC are Stephen Granstrand, William Heard, Corey Baylor, Connor Konicke, Alice Zummer, Eduardo Sosa and others.
Joe CFA's phone number is 312-786-5210
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