Sara Chadha

As a former Equity Portfolio Manager, Sara has extensive experience in investing in U.S. publicly traded growth companies. She managed a multi-billion dollar portfolio of stock investments at Invesco mutual fund and prior to that at a Boston hedge fund. She was responsible for making daily Buy/Sell decisions on the stocks in her portfolio. She identified acquisition targets and supported all aspects of deal negotiations. She is highly skilled in DCF analysis and utilizing corporate finance tools including NPV, ROIC, and IRR to identify potential investment opportunities. Sara has a PhD in finance, is a Chartered Financial Analyst (CFA), holds a Series 6 securities license, has won numerous championship awards as a NCAA Div 1 tennis athlete, and lives in Houston.