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Jamin Lundy

Senior Equity Research Analyst at Deprince Race & Zollo Inc.

United States

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

OrganizationRoleDate RangeDetails
DePrince, Race & Zollo, Inc.Senior Equity Research AnalystJun 2023 to Present
Public equity investing; bottom-up, fundamental research
Nuveen, a TIAA companyEquity Research AnalystMay 2015 to Jun 2023
Public equity investing; bottom-up, fundamental research (Nuveen/NWQ)
KPMGAssociateJan 2012 to Jan 2015
Consultant advising clients for the purposes of mergers, acquisitions, joint ventures & divestitures
The TCW GroupCredit Research AnalystJan 2011 to Jan 2011
Fundamental & relative value fixed income/credit investing & analysis, primarily in the below investment grade corporate credit strategy
The Blackstone GroupAssociateJan 2011 to Jan 2011
GSO Capital Partners/Blackstone Credit
Goldman SachsInvestment Banking AnalystJan 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 SachsInvestment Banking AnalystJan 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 LynchFinancial AnalystJan 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)

NameRoleLocation
B
Brendan Long
Small and Micro Cap Senior Research AnalystOrlando, FL , United States
D
Damien Amato
Senior Research Analyst - US Small CapOrlando, FL , United States
Darren Weems
Darren Weems
Co-Portfolio Manager | Equity Research Analyst | PartnerOrlando, FL , United States
F
Falko Huettenberger
Senior Equity Research AnalystWinter Park, FL , United States
G
Greg Ramsby
PartnerOrlando, FL , United States
J
Joe Turman
Senior Research AnalystWinter Park, FL , United States
K
Kelly Carbone
Managing PartnerOrlando, FL , United States
Kurt Wood
Kurt Wood
PartnerWinter Park, FL , United States
M
Marc Miller
Partner, Portfolio Manager Emerging MarketsWinter Park, FL , United States
Randy Renfrow
Randy Renfrow
Portfolio ManagerWinter Park, FL , United States
Showing 1-10 of 13 team members