Nilay Valecha

Nilay Valecha is an experienced investment analyst based in New York, currently at First Eagle Investment Management since April 2021. In his present capacity, he works as part of the Global Value team, focusing specifically on research and analytical coverage of the media, cable, and telecommunications sectors. His responsibilities center on equity research in a long-only investment framework, supporting bottom-up, fundamental, benchmark-agnostic portfolio construction.

Prior to joining First Eagle, Nilay held senior associate and associate roles at Dodge & Cox, where he gained exposure to equity research and investment strategies across a broad range of industries, building strong expertise in value-oriented investment approaches. He has demonstrated a strong commitment to resilience of capital and risk-conscious investing throughout his career trajectory.

Nilay earned bachelor's degrees in economics from both the University of Pennsylvania and the University of Michigan, providing him with a rigorous academic background in macroeconomic analysis and financial theory. His notable achievements include in-depth sector analysis and contributing to investment processes that prioritize margin of safety, corporate resilience, and capital preservation, especially within the global media and telecommunications asset classes.