Adam Walton

About Adam Walton

I’ve spent 13 years deploying hundreds of millions of dollars into public equities across consumer discretionary, communication services, and consumer staples. Today I’m a Senior Research Analyst on an $8B equity income desk, where I evaluate businesses, meet with management teams, and help our clients achieve their income objectives.In 2024, I made the leap from analyst to operator. I acquired a global e-commerce brand selling across 12+ countries with a team spanning three continents. Owning a business has fundamentally changed how I evaluate them — I now see financial statements from both sides of the table.I write about what I’m learning at the intersection of institutional investing, e-commerce operations, and AI-powered automation. If any of that resonates, feel free to connect.Views expressed are my own.For disclosure information, visit:

Experience

1. Senior Research Analyst

   Eagle Asset Management

   Aug 2023 — Present

   Sr Analyst for a $8 billion equity investment team - the Eagle Growth & Income Fund was awarded a 5-star rating by Morningstar in June 2019• Currently responsible for Consumer Discretionary, Consumer Staples, Communication Services and Utilities • Perform in-depth valuation analysis utilizing comparable companies and discounted cash flow techniques• Meet with c-suite level management teams to obtain company specific and industry insight

Education

• Elon University

  Bachelor's degree, Economics

  2007 — 2011

• University of Florida

  Master of Business Administration (MBA), MBA

  2012 — 2014