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About
Saul Marquez is a Partner at Applied Finance Capital Management, LLC, based in Chicago, IL. He plays a key role in business development and portfolio consulting, helping direct the firm's strategic client outreach and implementing its proprietary investment frameworks across managed portfolios.
At Applied Finance, Marquez focuses on large-cap and small-cap value equities, supporting investment strategies that leverage intrinsic value estimation and economic profit analysis. His work helps guide the firm’s use of advanced valuation methodologies and quantitative security analysis across a range of asset classes offered via mutual funds, separately managed accounts, and ETFs.
Marquez joined Applied Finance in 1998 and has been instrumental in the firm's growth, drawing upon a background that includes a role as Specialist at the Army National Guard. He holds a degree from DePaul University, and his expertise lies in fundamental analysis, client engagement, and the integration of systematic and fundamental investment research.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Applied Finance | Partner | Dec 1997 to Present | I help wealth managers and institutional investors incorporate valuation driven investment strategies. |
| The Applied Finance Group | Partner | Dec 1997 to Present | I have been working with institutional investment firms for over 20 years to help them augment their investment process through the use of AFG’s proprietary equity research and applications. Key imple... |
| Army National Guard | Specialist | Jun 1996 to Jun 2000 | — |
Education
DePaul University
Skills & Expertise
Others at Applied Finance Capital Management, LLC (6)
| Name | Role | Location |
|---|---|---|
 | Partner | Arlington, VA , United States |
 | Research Analyst | Fresno, CA , United States |
 | Partner | Chicago, IL , United States |
 | Partner | San Antonio, TX , United States |
 | Analyst | Bangkok, Thailand |
 | Analyst | Bangkok, Thailand |
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