Justin Villa

Justin Villa is a Senior Equity Research Analyst in the Capital Goods and Materials Group at Manning & Napier, based in Rochester, New York. He leads research and investment analysis for the capital goods sectors, with a specific focus on evaluating industrial, housing-related, transportation, and chemicals companies, alongside select commodity markets such as electric vehicle battery metals and natural gas. His role centers on identifying cyclical market inflection points and uncovering investment opportunities across these industries.

Since joining Manning & Napier in 2012, Justin has progressed through roles in equity research, including as Senior Equity Research Associate in the Global Strategies Group and Equity Research Associate in the Themes and Overviews Group. This background has provided him with a comprehensive understanding of global industrial trends and thematic investing tailored to equity strategies. His investment approach emphasizes deep sector knowledge and disciplined valuation analysis.

Justin holds a Bachelor of Arts in Economics and Psychology from the University of Rochester, equipping him with strong analytical skills and behavioral insight. He is recognized for his work identifying market bottoms and defensive investment ideas, particularly in challenging macroeconomic environments. His expertise in capital goods and materials significantly contributes to Manning & Napier’s research-driven investment process.