Fill the Gap is kicking off the new year in 2023 with a black belt, lead singing, portfolio manager to discuss ways of delivering idiosyncratic risk by thinking differently than the rest of the industry about money management.
Enjoy this conversation with Patrick Kent, CMT, CFA - Deputy head of equity opportunities, Portfolio Manager at Newton Investment Management Group. We discuss the ways in which technical concepts and tools that provide context for idea generation, parameters around position sizing, and helps the entire team prioritize their analysis based on where the market is confirming or denying their fundamental thesis.
Patrick Kent, CMT, CFA is head of the small mid cap equity research team and the lead portfolio manager for the US Opportunistic Equity strategies. Patrick joined Newton in September 2021, following the integration of Mellon Investments Corporation's equity and multi-asset capabilities into the Newton Investment Management Group.
Before joining Newton, Patrick was a senior portfolio manager at Mellon Investments Corporation (a BNY Mellon group company). Earlier in his career, Patrick was an analyst and portfolio manager at Wellington. There, he co-managed the firms global all-cap impact investing strategy. Prior to Wellington, Patrick was an equity analyst with Alydar Capital, CR Intrinsic Investors and Schroders. He also spent four years with The Boston Company Asset Management, a BNY Mellon group company, on the Opportunistic Equity team.
Patrick has a BA from Bowdoin College and an MBA from Babson Colleges Franklin W. Olin Graduate School of Business. He received his CFA designation in 2001 and is a member of the CFA Institute and the CFA Society Boston. Patrick holds the Chartered Market Technician CMT designation and is a member of the CMT Association.
Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.
For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/
Give us a shout:
CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.
Learn more at: www.cmtassociation.org