About
Paul Blinn is a Partner and Portfolio Manager at Applied Finance Capital Management, LLC, based in San Antonio, Texas. He has been with the firm since 2006 and is responsible for managing investment portfolios using Applied Finance’s proprietary Valuation Driven™ approach, focused on identifying equities trading below their intrinsic value. Blinn holds a B.B.A. from The University of Texas at Austin.
His investment expertise centers on listed equities, utilizing the firm's Economic Margin® framework to evaluate company performance and intrinsic value. Applied Finance’s research-driven process enables him to actively participate in firm-wide strategy and sector allocation across U.S. and global large-cap, mid-cap, and multi-cap universes, with a particular focus on corporate valuation analytics and fundamental research.
Prior to joining Applied Finance, Blinn held roles in investment management and client administration, contributing to his strong background in quantitative and fundamental analysis. Throughout his work at Applied Finance, he has helped advance innovative methods in portfolio construction and valuation, supporting the firm’s reputation as a thought leader in equity research and investment process refinement.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Applied Finance Advisors LLC | Partner | Jan 2006 to Present | — | 
| Provident Advisors LLC | Senior Portfolio Manager | Jul 2003 to Jul 2005 | — | 
| Knight Financial Products (KFP) | Director of Equity Derivatives | Jul 2000 to Jul 2002 | — | 
| UBS/Swiss Bank Corporation | Executive Director | Jan 1993 to Jun 2000 | — | 
| O'Connor & Associates | Interest Rate Trading | Sep 1985 to Dec 1992 | — | 
Education
The University of Texas at Austin
Bachelor's degree, Finance
1982 — 1985
Others at Applied Finance Capital Management, LLC (3)
| Name | Role | Location | 
|---|---|---|
| Partner | Arlington, VA , United States | |
| Research Analyst | Fresno, CA , United States | |
| Partner | Chicago, IL , United States |