The Market Realist team is composed of talented investment professionals and financial media executives who deeply believe in democratizing investment management. Each Market Realist analyst has several years of professional research experience, either at a prominent Wall Street firm or a hedge fund. Some of the firms our analysts have worked for in the past include GE Capital, McKinsey, Moody’s, HSBC, Bank of America Merrill Lynch, JPMorgan, Royal Bank of Scotland, UBS, Elliott Management, Aladdin Capital, and Bridgewater. Top senior analysts at Market Realist include:
Daniel Truque — Dan is the Director of Research Operations at Market Realist. He joined the team from Bridgewater Associates, the world’s largest hedge fund. Dan previously worked in both Leveraged Finance and Mergers & Acquisition at HSBC. Prior to banking, he was a consultant for McKinsey & Company’s risk management practice. Daniel has a Master’s Degree in Electrical Engineering from MIT.
Marc Wiersum, MBA — Marc has 18 years of investment research experience. He has worked at a range of investment firms including HSBC, Bank of America, Mizuho Securities and JP Morgan in roles ranging from Equity Analyst to Vice President. Marc has particularly strong experience covering East Asian equities, living for 9 years in Japan. He graduated in 1995 with an MBA from the University of Chicago.
Ingrid Pan, CFA — Ingrid is currently an analyst at Market Realist in NYC who has four years of experience as a senior analyst at Bank of America Merrill Lynch, focused on covering the energy sector. She also worked in a trading role at Five Rings Capital and in equity research at Goldman Sachs. Ingrid graduated with a 3.7 GPA from NYU and recently passed her three CFA exams.
Brent Nyitray, CFA, MBA — Brent has over 17 years of experience in the investment industry. He ran the European Risk Arbitrage trading desk at Bear Stearns in London and also has experience as a senior analyst at several hedge funds, including Elliott Management. Brent has an MBA in finance from the Simon School of Business at the University of Rochester.
William Lowry, MBA — William has over 21 years of experience in banking and in the investment industry. He has broad based experience across several asset classes including private placements, investment grade bonds, leveraged loans, high yield bonds, and CLOs. He was recently a Director in the High Yield group at Aladdin Capital. William has an MBA from the Thunderbird School of Management.
Xun Yao Chen — Xun is an analyst based out of Market Realist’s NYC office and was formerly an investment analyst for four years. Previously Xun worked at Puji Capital, a merchant bank and private equity firm based in Shanghai. He was also a business consultant for Mic.co in his native Japan. Xun graduated summa cum laude from Boston University with dual degrees in Economics and Accounting.
Phalguni Soni, CFA — Phalguni is a retail analyst at Market Realist. Phalguni has had 9 years’ experience in Canada, Dubai, and India, and has worked in Analyst roles at Great Canadian Gaming Corp., Dubai World, Lusight Research, TradeBriefs, and Global Education Management Systems. She received a degree in Commerce from the University of Calcutta and was placed at the top of her class.
Puneet Sikka, CFA — Puneet is a senior analyst at Market Realist. He has over 13 years’ experience working in the global technology sector. He worked previously as an analyst at Citigroup and as a research analyst for Trefis. In addition, Puneet was a senior investment professional at Masan Private Equity. He received a degree in Chemical Engineering from the Indian Institute of Technology.
Market Realist is a leading provider of institutional-quality investment research and data on equities, ETFs (exchange-traded funds), MLPs and REITs written exclusively by investment professionals for financial advisers and high-net worth investors. Some features of our analysis include:
- Focused solely on key drivers of long-term value. Analysts at Market Realist write to help identify the long-term trajectory of public investments. We focus on the top factors affecting industry returns. Our research is not a good fit for investors interested in generating quick investment gains or short-term trading. Market Realist investors look much farther ahead than next quarter’s earnings when forming their investments theses.
- Original analysis based on primary data. Each Market Realist article includes discussion and explanation of relevant primary data affecting the valuations of public investments. The foundation of our analysis is not based on secondary sources such as news and opinions found on other investment websites. The foundation of our analysis is always original research and analysis of key primary data, which is often not otherwise available to retail investors.
- Heavy emphasis on passive investing. Research has shown that passive investing, such as with ETFs, outperforms active investing. For example, the average total return since January 2005 for U.S. actively managed mutual funds was only 2.47% (after fees and dividends). During the same period, the total return of simply investing in the market through the S&P 500 ETF was 40.59%. By focusing on passive investing and conservative asset allocation, we believe investors are likely to do better than they would with traditional mutual fund investments.
In addition, our firm does not maintain any investments in the stock market, and all of our analysts adhere to a strict trading policy, which prevents them from covering any investment that they have invested in during the past 90 days. This approach allows us to publish unbiased investment research.