Derek Bergen

Derek Bergen, CFA, is a partner at Applied Finance Capital Management, LLC in Chicago, Illinois, where he serves as a Portfolio Manager and Quantitative Research Analyst. In this role, he is responsible for overseeing portfolio construction and driving the firm's proprietary valuation research, leveraging the Economic Margin® framework to evaluate equity investments and corporate performance.

He specializes in analyzing public equities across multiple sectors and asset classes, with a particular focus on intrinsic value-driven stock selection using quantitative and fundamental methodologies. Derek’s expertise encompasses the integration of innovative valuation techniques and risk modeling in portfolio management, and he regularly contributes applied research on topics such as equity market structure, valuation, and portfolio construction.

Derek joined Applied Finance in 2005 and holds a B.S. from the University of Wisconsin-Madison. He is a CFA charterholder and has published research in industry journals, including work on enhancing value investment performance through systematic intrinsic valuation. His significant contributions include developing analytical tools and publishing thought leadership that have advanced research and client solutions for institutional investors.