Investment Research
The Investment Research Team
The Investment Research team is the most rigorous and demanding division at GIS. We are a team of 30 Investment Analysts who work together to create thorough investment research reports on a variety of investments. We currently have four investment strategy teams, each specializing in a specific investment strategy. We believe that the best investors are able to approach investment opportunities from a diverse perspective. We expose our analysts to esoteric investment strategies because we believe it is an imperative step toward expanding complex, diverse, and unique perspectives for selecting opportunities, and pursuing a successful finance career.
To learn more about specific investment division strategies, please see the descriptions below.
Pure Alpha covers Long/Short domestic equities. Team members participate in an industry coverage rotation that covers the Media, Communications, Industrial, and Consumer Discretionary sectors.
Pure Alpha: Generalist
Pure Alpha: Technology
Pure Alpha Technology covers Long/Short domestic equities. Team members participate in an rotation within the Technology industry, including SaaS, semiconductors, internet, TMT, and IT sectors.
Global Macro covers International Equities, Credit, Commodities, and Currencies. The focus of this team is to apply macroeconomic principles to identify future volatility across international trade and capital markets.
Global Macro
Special Situations covers Global Alternative Investments across Credit, Equities, and Derivatives. The focus of this team is to identify relative value in asset markets. Investments will rely upon downside protection principles, event-driven market conditions, and recovery opportunities.
Special Situations
Investment Research Leadership
Jordan Marx
Co-Head of Investment Research
Pratt Mamidi
Co-Head of Investment Research
Krissa Dialani
Group Head, Pure Alpha: Generalist
Vedant Kenkare
Group Head, Pure Alpha: Technology
Rhett Miller
Group Head, Global Macro
Luca Johnson
Group Head, Special Situations
Featured Publications
Global Macro
Neodymium ($USD/MT) Overweight
Global Macro
Sweetgreen Equity (NYSE: SG) Underweight
Global Macro
Brazil Sovereign Bond and US/Real Hedge
Special Situations
Cooper Standard Holdings Inc. 13% Senior Secured Notes and Underweight Equity
Special Situations
Manchester United Ltd. Equity Overweight
Special Situations
Transocean LTD. 5.375% Senior Secured Note Due 05/15/23
Special Situations
China Vanke Co. Ltd. Senior Unsecured BBB FR 3.15% due 5/12/25
Global Macro
CompuGroup Medical Equity (ETR: COP) Overweight
Pure Alpha - Generalist
Costco Wholesale Equity (NASDAQ: COST) Overweight
Pure Alpha - Technology
Crowdstrike (NASDAQ: CRWD) High Growth Potential