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Sobby Arora

Sobby Arora

Analyst at Davis Selected Advisers

New York, NY , United States

About

Sobby Arora, CFA, is an Analyst at Davis Advisors in New York, where he has been a key member of the investment team since 2017. At Davis, he focuses on global equities and is responsible for rigorous bottom-up research, stock selection, and investment recommendations across a diversified set of industries. His analysis supports the firm's strategy of identifying well-managed businesses with sustainable competitive advantages trading at attractive valuations.

Prior to joining Davis Advisors, Mr. Arora held senior investment roles at Federated Investors, including Senior Investment Analyst and Portfolio Manager, where he specialized in global financials and contributed to portfolio management and research processes. He also gained experience at ING Investment Management, further broadening his expertise in fundamental equity research and portfolio analysis.

Mr. Arora holds an MBA in Finance from New York University’s Stern School of Business and a BA in Computer Science and Economics from Colgate University. He is a CFA charterholder and recognized for his expertise in global equity markets, with a track record of disciplined, value-oriented investing. Sobby is active in alumni initiatives at Colgate and has contributed to the investment industry by championing thoughtful, research-driven long-term investing.

Career History

OrganizationRoleDate RangeDetails
Davis AdvisorsAnalystNov 2017 to Present
Federated InvestorsSenior Investment Analyst and Portfolio ManagerJan 2017 to Nov 2017
Manage the financials sleeve of several International equity funds
Federated InvestorsVP, Investment Analyst (Global Financials)Jan 2013 to Dec 2016
Ownership of stock selection in the global financials space for several mutual funds strategies including International Core, Europe Value, Emerging Markets etc. (AuM ~4bn)
ING Investment ManagementInternational Equities Analyst (Financials)Jun 2010 to Oct 2012
• Conduct fundamental research to support stock selection for a $600MM Long Only International Equities fund. Research focus includes banks, insurers, exchanges, real estate etc
Credit SuisseEquity Research Summer AssociateMay 2009 to Aug 2009
Strategic Investment Advisors, IncEquities Analyst and Assistant Portfolio ManagerJun 2004 to Jan 2008
Buy-side equity research analyst focusing on stock selection in US Financials and Industrials. Assisted in managing an Equity Income portfolio.

Education

New York University - Leonard N. Stern School of Business

MBA, Finance

2008 2010

Colgate University

BA, Computer Science, Economics

2000 2004

Skills & Expertise

Valuation
Portfolio Management
Equity Research
Bloomberg
Financials
FIG
Emerging Markets
Asset Management
Equities
Financial Modeling
Investments
Banking
Due Diligence
Mutual Funds
Asset Allocation

Others at Davis Selected Advisers (8)

NameRoleLocation
C
Cathy Forbes-Kenney
TraderVail, AZ , United States
Chandler Spears
Chandler Spears
Portfolio ManagerAsheville, NC , United States
D
Danton Goei
Portfolio ManagerNew York, NY , United States
Edward Yen
Edward Yen
Research AnalystNew York, NY , United States
Ian Gorman
Ian Gorman
AnalystNew York, NY , United States
P
Pierce Crosbie
AnalystNew York, NY , United States
D
Darin Prozes
AnalystLarchmont, NY , United States
K
Kathy Yeager
Managed Money TraderTucson, AZ , United States

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