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Jonathan Craig Angrist
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Profil
Jonathan Craig Angrist is the founder of Helzberg Angrist Capital LLC, founded in 2003, where the title held was Portfolio Manager from 2003 to 2012.
Mr. Angrist was the founder of Cognios Capital LLC, founded in 2008, holding the titles of President & Chief Investment Officer from 2008 to 2020.
Mr. Angrist was the founder of Quantitative Value Technologies LLC, founded in 2020, serving as Chief Executive Officer & Chief Investment Officer from 2020 to 2024.
Former jobs include Senior Vice President at Kornitzer Capital Management, Inc. from 2004 to 2005, Portfolio Manager at Buffalo Funds in 2005, Principal at Harvest Partners LP from 1997 to 2003, and Senior Consultant at Nextera & Co. LLC in 1997.
Education history includes an undergraduate degree conferred in 1991 and an MBA conferred in 1993, both from Tulane University (Louisiana).
Anciens postes connus de Jonathan Craig Angrist
| Sociétés | Poste | Fin |
|---|---|---|
Quantitative Value Technologies LLC
 Quantitative Value Technologies LLC Investment ManagersFinance Cognios Capital blends a sophisticated quantitative technology infrastructure with a commonsense fundamentals-based investing philosophy called ROTA/ROME®, the firm’s proprietary quantitative, value-based stock selection and portfolio construction methodology. | Directeur Général | 31/10/2024 |
Cognios Capital LLC
 Cognios Capital LLC Investment ManagersFinance Cognios Capital serve as the investment manager to private funds' investments may include common and preferred stocks, bonds and other debt securities, convertible securities, ETFs, closed-end funds, REITs, options, warrants, credit default swaps, monetary instruments, Master Limited Partnership (MLP) units, limited liability company interests, U.S. and Canadian income and royalty trusts, cash and cash equivalents. In managing the private funds, the firm uses a combination of fundamental and quantitative investment selection techniques. Cognios Capital advises SMAs for high net-worth individuals and institutions. SMA investments may include common and preferred stocks, bonds and other debt securities, convertible securities, ETFs, closed-end funds, REITs, options, warrants, credit default swaps, monetary instruments, MLP units, limited liability company interests, U.S. and Canadian income and royalty trusts, cash and cash equivalents. SMAs are offered on a discretionary and non-discretionary basis. At their sole discretion, Cognios Capital will manage legacy portfolios within a SMA. Cognios Capital also acts as the investment adviser to a separately managed Investment Account for the Topwater Opportunity Fund LP. Cognios Capital serves as the Adviser to the Cognios Market Neutral Large Cap Fund. The firms primary active management investment strategies are: equity market neutral, quantitative value, core equity, micro-cap and quantitative growth. They use the following investment strategies to implement investment advice given to clients: long term purchases, short term purchases, trading, short sales, margin transactions, option purchases and option writing (including covered options, uncovered options or spreading strategies). | Fondateur | 12/02/2020 |
Kornitzer Capital Management, Inc.
 Kornitzer Capital Management, Inc. Investment ManagersFinance KCM helps clients achieve their long-term financial goals throughout the various investment stages including accumulation, preservation, and retirement. The firm conducts their own research to analyze investments, follow a disciplined method of analysis, and thoroughly research investment opportunities. | Gestionnaire de Portefeuille-Actions | 01/08/2005 |
Buffalo Funds
 Buffalo Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | 30/05/2005 |
Harvest Partners LP
 Harvest Partners LP Investment ManagersFinance Harvest Partners invests in lower middle-market companies located in the United States with an enterprise value of USD 300 million - 5 billion, EBITDA of USD 30 - 300 million and revenue of USD 100 million - 3 billion. The firm targets companies operating in the fields of business & industrial services, consumer, healthcare, industrials and software. It provides financing for private company recapitalizations & buyouts, expansion, generational transitions, public-to-private transactions, corporate carve-outs and industry consolidations with an investment size of USD 50 - 400 million. The firm also acquires minority interest. | Corporate Officer/Principal | - |
Formation de Jonathan Craig Angrist
Expériences
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Inactives
Sociétés cotées
Entreprise privées
Relations
86
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 8 |
|---|---|
Kornitzer Capital Management, Inc.
Kornitzer Capital Management, Inc. Investment ManagersFinance KCM helps clients achieve their long-term financial goals throughout the various investment stages including accumulation, preservation, and retirement. The firm conducts their own research to analyze investments, follow a disciplined method of analysis, and thoroughly research investment opportunities. | Finance |
Buffalo Funds
Buffalo Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Harvest Partners LP
Harvest Partners LP Investment ManagersFinance Harvest Partners invests in lower middle-market companies located in the United States with an enterprise value of USD 300 million - 5 billion, EBITDA of USD 30 - 300 million and revenue of USD 100 million - 3 billion. The firm targets companies operating in the fields of business & industrial services, consumer, healthcare, industrials and software. It provides financing for private company recapitalizations & buyouts, expansion, generational transitions, public-to-private transactions, corporate carve-outs and industry consolidations with an investment size of USD 50 - 400 million. The firm also acquires minority interest. | Finance |
Nextera & Co. LLC
 Nextera & Co. LLC Miscellaneous Commercial ServicesCommercial Services Provides management consulting services in investments and implements sales and marketing strategies | Commercial Services |
Tulane University (Louisiana)
 Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Helzberg Angrist Capital LLC
 Helzberg Angrist Capital LLC Investment ManagersFinance Helzberg Angrist Capital employs a mix of long and short investing and takes a lower risk, value-based approach to investing. They invest in shares of small- to mid-cap companies that could be acquired in an LBO. Helzberg shorts richly-priced fad stocks that have grown rapidly and face increasing competition. Helzberg forecasts future cash flow and create financing options based on the state of the high yield bond and leveraged loan markets. After determining how much a company might be worth as a private business, the managers invest if the stock is trading at a discount to that value. | Finance |
Cognios Capital LLC
Cognios Capital LLC Investment ManagersFinance Cognios Capital serve as the investment manager to private funds' investments may include common and preferred stocks, bonds and other debt securities, convertible securities, ETFs, closed-end funds, REITs, options, warrants, credit default swaps, monetary instruments, Master Limited Partnership (MLP) units, limited liability company interests, U.S. and Canadian income and royalty trusts, cash and cash equivalents. In managing the private funds, the firm uses a combination of fundamental and quantitative investment selection techniques. Cognios Capital advises SMAs for high net-worth individuals and institutions. SMA investments may include common and preferred stocks, bonds and other debt securities, convertible securities, ETFs, closed-end funds, REITs, options, warrants, credit default swaps, monetary instruments, MLP units, limited liability company interests, U.S. and Canadian income and royalty trusts, cash and cash equivalents. SMAs are offered on a discretionary and non-discretionary basis. At their sole discretion, Cognios Capital will manage legacy portfolios within a SMA. Cognios Capital also acts as the investment adviser to a separately managed Investment Account for the Topwater Opportunity Fund LP. Cognios Capital serves as the Adviser to the Cognios Market Neutral Large Cap Fund. The firms primary active management investment strategies are: equity market neutral, quantitative value, core equity, micro-cap and quantitative growth. They use the following investment strategies to implement investment advice given to clients: long term purchases, short term purchases, trading, short sales, margin transactions, option purchases and option writing (including covered options, uncovered options or spreading strategies). | Finance |
Quantitative Value Technologies LLC
Quantitative Value Technologies LLC Investment ManagersFinance Cognios Capital blends a sophisticated quantitative technology infrastructure with a commonsense fundamentals-based investing philosophy called ROTA/ROME®, the firm’s proprietary quantitative, value-based stock selection and portfolio construction methodology. | Finance |
