Simon Richards
Equity Analyst @ Patrick Henry Investment Group | Economics and Business Analytics student
- Role
- Investment Analyst at Patrick Henry Investment Group
- Location
- Skokie, IL, US
- LinkedIn followers
- 500 followers
Experience
Investment Analyst
Patrick Henry Investment Group
Feb 2025 — Present · Purcellville, VA, US
Collaborate with a team of analysts to identify undervalued equities through market research, sector analysis, and screening for asymmetric risk-reward opportunities- Conduct in-depth valuation using DCF modeling, comparable company analysis, and financial statement review to assess intrinsic value and downside risk- Build and present detailed investment pitch decks to the committee, directly contributing to portfolio strategy and capital allocation decisions
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