Eric is responsible for much of the research and analysis that underpins the investment decisions made at ValueWorks. He works closely with the CIO on all investments made and structure of the portfolios we manage.
Before joining ValueWorks, Eric was a research analyst at the IU Foundation, a $5.6 billion fund dedicated to maximizing resources for Indiana University. Prior to this, Eric was an analyst at Artist Capital, a hedge fund advisory firm focused on the distribution and asset management of alternative managers. In 2007 he earned his MBA with a major in Finance and minors in Accounting and Entrepreneurship from the Kelley School of Business at Indiana University in Bloomington, IN. Eric received his Bachelor’s degree from Indiana University in 2000.
Current role