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About
Joshua Goldberg is a seasoned investment professional currently serving as Portfolio Manager and Founder at G2 Investment Partners Management LLC in New York, NY. He previously held key roles at Intrepid Capital Management, Inc. in Connecticut from 2005 to 2009, serving as Managing Director and later Assistant Portfolio Manager, where he focused on the Bluenose Funds and specialized in long/short equity strategies targeting small to mid-cap companies, especially in the technology sector.
Prior to his tenure at Intrepid Capital Management, Goldberg was a partner at Ardsley Advisory Partners, a long/short equity fund, and began his career as an analyst at Morgan Stanley’s Investment Banking division. Over his more than 16 years on Wall Street, he has developed recognized expertise in equity research and portfolio management with a strong focus on technology investments and small to mid-cap equities.
Goldberg is a graduate of The Wharton School of the University of Pennsylvania, earning a Bachelor of Science in Economics summa cum laude with a concentration in Finance. His career is marked by the successful founding and management of hedge funds with a disciplined focus on technology and growth-oriented equity strategies, contributing to the financial industry’s best practices in hedge fund management and investment analysis.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Intrepid Capital | Analyst | Jan 2005 to Present | — |
| Morgan Stanley | Analyst | Jan 1997 to Jan 2000 | — |
Others at Intrepid Capital Management Inc. (4)
| Name | Role | Location |
|---|---|---|
E Eric Sheridan | Managing Director | New York, NY , United States |
F Frank Wang | Analyst | New York, NY , United States |
G Greg Estes | Portfolio Manager | Jacksonville, FL , United States |
| Managing Director | Princeton, NJ , United States |
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