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    Joshua Strauss

    Research Analyst at Pekin Hardy Strauss

    Joshua Strauss, CFA is the Co-Chief Executive Officer and Portfolio Manager at Pekin Hardy Strauss, specializing in value-driven wealth management and portfolio allocation. In his role, he has contributed to the oversight of portfolios that invest in a diverse range of public companies but does not publicly disclose a specific coverage list or detailed performance metrics. Strauss began his investment career at Boenning & Scattergood, where he served as a Director and Senior Research Analyst, before joining Pekin Hardy Strauss and rising to his current leadership position. He holds the Chartered Financial Analyst (CFA) designation, reflecting his deep commitment to professional standards and expertise in financial analysis.

    Joshua Strauss's questions to WILLIS LEASE FINANCE (WLFC) leadership

    Joshua Strauss's questions to WILLIS LEASE FINANCE (WLFC) leadership • Q3 2024

    Question

    Joshua Strauss of Pekin Hardy Strauss questioned why the company's revenue per employee is significantly lower than competitor FTAI and asked if Willis is considering entering the engine parts manufacturing (PMA) space. He also revisited the topic of utilization rates.

    Answer

    Executive Austin Willis explained that the revenue per employee metric is influenced by two factors: the hands-on, high-touch nature of managing a portfolio with many short-term leases, and the more labor-intensive nature of its services businesses compared to a pure-play lessor. He reiterated his earlier comments that the company has historically avoided PMA due to remarketing concerns but continues to evaluate the market.

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