Sam Sheldon

Analyst-Equity at

Punch & Associates Investment Management, Inc.

Finance

Consumer Services

Profile

Mr. Patrick S.
Sheldon, CFA, is a Senior Research Analyst at Punch & Associates Investment Management, Inc. He joined the firm in 2016 and has over 9 years of industry experience.
He focuses on discovering and analyzing small and microcap companies.
In addition to his research responsibilities, he oversees the firm’s internship program.
He earned his BA in Financial Management from the University of St. Thomas, where he served as President of the Investment Club, and he is a CFA charterholder.

Sam Sheldon active positions

Companies	Position	Start
Punch & Associates Investment Management, Inc. Punch & Associates Investment Management, Inc. Investment ManagersFinance Punch & Associates seeks to purchase growth companies at value prices. The firm combines a value manager’s risk assessment abilities with a growth manager’s imagination in their small-cap approach. They strive to assemble a portfolio of high-quality companies at undemanding valuations. The firm utilizes a bottoms-up security selection process.	Analyst-Equity	01/06/2018

All active positions of Sam Sheldon

Training of Sam Sheldon

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Sam Sheldon's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
Punch & Associates Investment Management, Inc. Punch & Associates Investment Management, Inc. Investment ManagersFinance Punch & Associates seeks to purchase growth companies at value prices. The firm combines a value manager’s risk assessment abilities with a growth manager’s imagination in their small-cap approach. They strive to assemble a portfolio of high-quality companies at undemanding valuations. The firm utilizes a bottoms-up security selection process.	Finance
University of St. Thomas University of St. Thomas Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

Private companies

Finance