Amanda Roberts

Experience

1. Director of Marketing

   Off Wall Street

   May 1990 — Present

   The story behind Off Wall Street’s extraordinary track record:Off Wall Street (OWS) is an independent equity research firm located in Harvard Square, Cambridge, MA. OWS provides fundamental research and buy and sell recommendations to hedge funds and other professional money managers. OWS publishes profitable, actionable, and exceptionally thorough ideas at a cost effective price.OWS has developed its research process over a 24 year period, since its founding in 1990. OWS publishes about 20 to 25 new ideas (Market Caps generally over $1B) annually. Thus, each of the 8 OWS analysts writing research publishes only 3- 5 ideas a year, which allows for an unusually thorough and thoughtful analysis. This leads to superior results.The OWS track record has been exceptional:• The OWS 22 year batting average, calculated from 1993 to the end of 2015, is 0.78, which means recommended positions have been closed with gains nearly 80% of the time. Typical holding period is about 9 months. Since 1993, Off Wall Street has closed out 449 positions, with 353 winners and just 96 losers.• In every year but one since 1995, the OWS model portfolio has outperformed both of its benchmarks, an S&P 500 Index Short and a Russell index short.• OWS results are transparent. OWS reports quarterly performance in substantial detail, including absolute and relative performance of the OWS model portfolios and batting average

Skills

• Management
• Office Management
• Hedge Funds
• Investments
• Tutoring
• Financial Modeling
• Equities
• Equity Research
• Relationship Management