About
Jamin J. Lundy, CFA, is a Senior Equity Research Analyst at DePrince, Race & Zollo, Inc. (DRZ), where he leverages over 16 years of investment experience specializing in equities research. At DRZ, he is responsible for conducting in-depth financial analysis, assessing investment opportunities, and supporting the firm's value-driven equity strategies within the institutional asset management space.
Lundy’s expertise centers on value-oriented equity investments, with a strong focus on fundamental analysis and companies exhibiting dividend yield and underlying catalysts for growth. While his current coverage is broad within equities, his remit at DRZ aligns with the firm’s distinct value methodology, particularly in U.S. small to mid-cap companies and dividend-focused strategies that drive superior long-term returns.
Previously, Lundy was an Equity Research Analyst at Nuveen, a TIAA company, from 2015 to 2023, where he deepened his specialization in portfolio analysis and security selection. He began his career as an Associate at KPMG. He holds an MBA from Wake Forest University and a BBA in Accounting from Howard University, and he is a CFA charterholder, underscoring his analytical rigor and professional commitment to the investment sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| DePrince, Race & Zollo, Inc. | Senior Equity Research Analyst | Jun 2023 to Present | Public equity investing; bottom-up, fundamental research |
| Nuveen, a TIAA company | Equity Research Analyst | May 2015 to Jun 2023 | Public equity investing; bottom-up, fundamental research (Nuveen/NWQ) |
| KPMG | Associate | Jan 2012 to Jan 2015 | Consultant advising clients for the purposes of mergers, acquisitions, joint ventures & divestitures |
| The TCW Group | Credit Research Analyst | Jan 2011 to Jan 2011 | Fundamental & relative value fixed income/credit investing & analysis, primarily in the below investment grade corporate credit strategy |
| The Blackstone Group | Associate | Jan 2011 to Jan 2011 | GSO Capital Partners/Blackstone Credit |
| Goldman Sachs | Investment Banking Analyst | Jan 2008 to Jan 2010 | Leveraged Finance: high yield bonds, leveraged loans, private equity/financial sponsors, LBOs; Industry Sector coverage: TMT, Real Estate, Lodging & Gaming |
| Goldman Sachs | Investment Banking Analyst | Jan 2007 to Jan 2007 | Leveraged Finance: high yield bonds, leveraged loans, private equity/financial sponsors, LBOs; Industry Sector coverage: TMT, Real Estate, Lodging & Gaming |
| Merrill Lynch | Financial Analyst | Jan 2006 to Jan 2006 | — |
Education
Wake Forest University
Master Of Business Administration
2012
Howard University
Bachelor Of Business Administration
2008
Howard University
2008
Others at Deprince Race & Zollo Inc. (13)
| Name | Role | Location |
|---|---|---|
B Brendan Long | Small and Micro Cap Senior Research Analyst | Orlando, FL , United States |
D Damien Amato | Senior Research Analyst - US Small Cap | Orlando, FL , United States |
| Co-Portfolio Manager | Equity Research Analyst | Partner | Orlando, FL , United States | |
F Falko Huettenberger | Senior Equity Research Analyst | Winter Park, FL , United States |
G Greg Ramsby | Partner | Orlando, FL , United States |
J Joe Turman | Senior Research Analyst | Winter Park, FL , United States |
K Kelly Carbone | Managing Partner | Orlando, FL , United States |
| Partner | Winter Park, FL , United States | |
M Marc Miller | Partner, Portfolio Manager Emerging Markets | Winter Park, FL , United States |
| Portfolio Manager | Winter Park, FL , United States |