Daniel Martins
Portfolio Manager, Head Researcher and Investment Strategist, Equity Research and Investment Management Instructor at Bulge Bracket IBs, Asset Managers and Sovereign Funds
- Role
- Founder and Portfolio Manager at Dm Martins Capital Management Llc
- Location
- Napa, CA, US
- LinkedIn followers
- 500 followers
About Daniel Martins
I am the founder and portfolio manager at DM Martins Capital Management LLC, a hedge fund formed in January 2020. I am also the current head researcher and portfolio strategist of independent research firm DM Martins Research.Outside money management, I am an equity research content producer and instructor in partnership with Wall Street Prep and the Wharton Business School. I have taught multi-day and multi-week classes to analysts at bulge-bracket investment banks, asset managers, and sovereign funds in the Americas, Europe, and the Middle East.Previously, I worked as a Senior Research Associate at FBR Capital Markets, covering the Communications Equipment and Energy Services sectors. Prior to FBR, I worked in financial analysis at hedge fund Bridgewater Associates, as well as audit and other finance-related functions at General Electric.I hold an MBA degree from New York University, with an emphasis in Financial Markets, Financial Instruments and Economics. I also graduated magna cum laude with a bachelor degree in Business Management, Finance from The Ohio State University.CONTACT DETAILS E-mail: d•••••@dmmartinscapital.com Home Page: Facebook: Twitter:@sellsider For coaching services:
Experience
Founder and Portfolio Manager
Dm Martins Capital Management Llc
Jan 2020 — Present · Napa, CA, US
I formed the Napa-based investment management company after years of diligent research at DM Martins Research and professional experience in the industry led me to develop my own portfolio growth strategy. DM Martins Multi Asset Fund LP targets equity market-beating returns in the long run, limited drawdowns and lower correlations with the S&P 500. For more information, contact me at d•••••@dmmartinscapital.com Home Page:
Education
New York University
MBA, Specialization in Financial Instruments/Markets and Economics
2010 — 2014
The Ohio State University Fisher College of Business
Bachelor in Science, Finance
2000 — 2004
Skills
- Investments
- Financial Planning
- Sarbanes-Oxley Act
- Budgets
- Finance
- Valuation
- Research
- Factset
- Strategic Financial Planning
- Data Analysis
- Training
- Cash Flow
- Auditing
- Financial Modeling
- Microsoft Word
- Analytics
- Business Strategy
- Financial Analysis
- Internal Audit
- Microsoft Powerpoint
- Microsoft Office
- Equity Research
- Corporate Finance
- Analytical Skills
- Revenue Analysis
- Strategy
- Forecasting
- Contract Management
- Managerial Finance
- Consulting
- Investment Strategies
- Management
- Gaap
- Hyperion Enterprise
- Financial Reporting
- Microsoft Excel
- Business Process Improvement
- Bloomberg
- Process Improvement
- Equities
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