Jay Malikowski

About Jay Malikowski

Investment Manager / Equity Analyst with successful track record making investment decisions for global small-cap and large-cap portfolios. Results driven by combining business analysis, industry competitive dynamics, and financial modeling to identify risk and reward. Key Accomplishments: • Top analyst performer on bottom-up analyst fund with sector returns +59% since inception (2014) to 2019 versus 9% for benchmark.• Co-manager on International fund that increased AUM from $100M to $4.5B. • Hand-picked by CEO to take over perennially underperforming EM small cap fund and implemented processes to successfully turn fund around with positive performance of 58% vs 20% for benchmark for four-year period through 2019. AREAS COVERED• Consumer Cyclical • Consumer Staples • Technology Hardware • Internet• Materials • Energy • Utilities • Telecom• Domestic (US) • EAFE Small & Large • EM Small & LargeAREAS OF EXPERTISE: • Accounting Analysis • Risk Management • Equity Valuation • M&A Evaluation• People Management • Macroeconomic Outlook • Procurement + Sourcing • Strategic Planning• Emerging Markets • International Developed • IT & Data Science • Client Communication

Experience

1. Senior Industrials Equity Analyst

   Guidepoint

   Jan 2022 — Present

   Create primary research for institutional investors by conducting interviews with industry experts, customers, and competitors of target companies. Areas of research included VC-backed and Industrial companies in areas of Building Products, Ag Equipment, Equipment Rental, Appliances, and Oil Services.

Education

• Marquette University

  Bachelor of Science - BS, Computer Science

• The University of Chicago Booth School of Business

  Master of Business Administration - MBA, Analytic Finance, Economics, Accounting