Metis Global Partners
Jose Machado is an experienced operational specialist currently employed at Metis Global Partners since January 2023. Prior to this role, Jose worked as an Operational Specialist I at Chandler Asset Management, Inc. from July 2021 to January 2023 and held roles at Aksia as a Client Operations Associate and Data Entry Clerk between February 2019 and July 2021. Earlier experience includes work as a Construction Laborer/Emergency Mitigation Tech at Resicom Building & Restoration and various positions at Costco Wholesale, including Production Supervisor and Inventory Control Specialist, from August 2011 to April 2018. Jose's career began at SeaWorld Parks & Entertainment, where responsibilities ranged from Supervisor to Host. Educationally, Jose holds an MBA and a Bachelor’s degree in Finance and Economics from Grand Canyon University, along with an Associate’s degree in Accounting and Finance from San Diego Mesa College.
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Metis Global Partners
METIS GLOBAL PARTNERS is an independent, diverse and woman owned and led firm located in San Diego, California. Founded in 2013, we provide both active and beta management of global and international equity portfolios, with strategies spanning the full range of large to micro-cap opportunities. The firm believes that the consistent application of valuation driven decisions that strive to be free of behavioral bias is the most effective way to create wealth for its clients. BIAS AVERSE VALUE INVESTING Metis’ roots are firmly grounded in a rich history of both academic and practitioner research at the intersection of global equity markets and investor behavior. By applying global fundamental knowledge in a systematic manner to large opportunity sets, our process is designed to systematically capture the value premium on a global basis. In all of our portfolios, Metis employs bottom up valuation analysis to companies in over 60+ unique global industries using a process that constructs benchmark agnostic portfolios, focused on capturing ‘pockets’ of value around the globe. This ‘best-of both-worlds’ investment approach allows us to combine the strengths and avoid the weaknesses of pure fundamental or pure quantitative strategies.