Helena Openshaw

Senior Research Manager at Sidoti & Company, LLC

Helena Openshaw is a seasoned finance professional with extensive experience in portfolio management and research analysis. Currently serving as Research Manager and Licensed Supervisory Analyst at Sidoti & Company, LLC since 2014, Helena has held notable positions including Senior Portfolio Manager at Carryl Capital Management, LLC and Harbor View Growth Equity, and Director/Portfolio Manager at MacKay Shields Financial. Earlier in Helena's career, significant roles included VP/Senior Portfolio Manager at Comerica Bank and Portfolio Manager at Ganz Capital Management, with initial experience in portfolio management and research analysis at Value Line, Inc. Helena holds a Doctor of Philosophy (Ph.D.) in Philosophy from the University at Buffalo.

Location

Hoboken, United States

Links

Previous companies


Org chart


Teams

This person is not in any teams


Offices


Sidoti & Company, LLC

For over two decades, Sidoti has been a premier provider of independent securities research focused specifically on small and micro-cap companies and the institutions that invest their securities, with most of its coverage in the $50 million to $5 billion market cap range. With approximately 200 names under coverage, Sidoti’s approach affords companies and institutional clients a combination of high-quality research, a small and micro-cap focused nationwide sales effort, and broad access to corporate management teams. Sidoti serve 500+ institutional clients in the U.S. and Canada, including many leading managers with portfolios with $200 million to $2 billion of AUM. Sidoti promotes meaningful and multiple interactions between issuers and investors in the small and micro-cap space by hosting an annual series of investor conferences (www.sidoti.com/events). In recent years, Sidoti has increasingly focused on its company sponsored research (CSR) effort, where an growing number of companies with little or no coverage, or a desire to obtain higher quality coverage, commission Sidoti’s team of seasoned securities analysts to cover their equity securities. CSR now comprises upwards of 20 percent of Sidoti’s equity research universe. Read more at www.sidoti.com