Who we are
Together we have over 3 decades of experience in principal investing, corporate finance, strategy & operations. This deep, multi-faceted experience enhances our perspective and research process.
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Investment Research
Franco is based between Miami, Florida and Los Angeles, California. He previously worked at ARS Capital Partners ($1.6B AUM) - where he divided his time between their long-only, thematics fund as well as the platform’s affiliate long/short equity hedge fund, Papyrus Capital. Prior to that he was an equity research associate covering the Internet sector at JMP Securities. He also served as a consultant for Tekne Capital, a global TMT long/short hedge fund. He began his career at Bain & Company, as a strategy consultant mainly advising private equity firms and an activist hedge fund. He is a graduate of Yale University.
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Investment Research
Pascal is based in Houston, Texas. He worked for over four years as an analyst at EVR Research ($520M AUM), a long/short equity hedge fund, where he evaluated investments in consumer/retail, healthcare, and industrials, as well as generalist short-selling. He is a graduate of the University of Virginia McIntire School of Commerce, where he received a MS in Finance, as well as Wake Forest University, where he received a BS in Biochemistry.
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Primary & Industry Research
Imren is based in Palo Alto, California. He worked six years in various roles at Capital One, including as an analyst on its Corporate Strategy team advising on C-suite agenda issues, as a product manager for the bank’s technology products, and as an investor with Capital One Ventures, the bank’s corporate venture arm. He is a graduate of Yale University and holds an MBA from Stanford Graduate School of Business.
Contact us
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