Derek Ebel

Senior Vice President - Portfolio Manager, Analyst @Quest Investment Management, Llc

Portland, OR, US

Perform in-depth fundamental research, including financial statement analysis, valuation determination, and qualitative assessments of business models and management teams. Combine thematic, bottom-up analysis with top- down views to identify companies benefiting from long dated secular trends that exhibit unique competitive advantages.Lead consumer analyst and sector portfolio manager for three long-only growth equity strategies, delivering approximately 300 bps of cumulative excess returns. The equity strategies included Small/SMID Cap Growth, Large Cap Growth and Concentrated Large Cap Growth.Delivered excess returns versus the consumer discretionary and staples sectors for Small, SMID and Large Cap Growth equity products. The Concentrated Large Cap Growth Strategy was ranked #1 in its peer universe on both a 3-year and 4-year annualized basis as of June 30, 2017. The SMID Cap Growth Strategy achieved over 1100 basis points of cumulative excess returns since inception and was ranked in the top quartile as of June 30, 2017.Regularly meet with clients, consultants, and prospects to communicate portfolio positioning, review performance, and provide outlooks. Played a key role in introducing the firm to the public plan marketplace.Provide detailed insights into consumer discretionary and staples sectors, leveraging sector-specific knowledge to drive investment decisions. Present findings and recommendations to the investment committee to inform overall portfolio strategy.Utilize FactSet to track and analyze company metrics as well for portfolio attribution. Utilize detailed performance attribution reports for both internal and external presentations.

University of Portland

MBA

Oregon State University

BS, Finance, General