Sam Sheldon
Research Analyst at Punch & Associates Investment Management, Inc.
About
Sam Sheldon is a Research Analyst at Punch & Associates Investment Management, Inc. in the Greater Minneapolis–St. Paul area. He joined the firm full time in June 2018, after interning there while pursuing his undergraduate degree at the University of St. Thomas. Sheldon’s investment research covers a range of sectors and asset classes, with a particular focus on deep value equities, as evidenced by his in-depth investment thesis on Pzena Investment Management presented at the Best Ideas 2020 conference. He consistently demonstrates commitment to value investing and has contributed to monitoring firm client flows and the launch of new investment strategies at Punch & Associates.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Punch & Associates Investment Management, Inc. | Research Analyst | Jun 2018 to Present | Conduct research for three concentrated, actively managed, small & micro-cap value strategies. Fundamental analysis with a bottom-up research process focused on small illiquid securities. |
| Punch & Associates Investment Management, Inc. | Equity Research Intern | Jun 2016 to May 2018 | — |
Education
University of St. Thomas
Finance
2014 — 2018
University of St. Thomas - Opus College of Business
Finance
2014 — 2018
Mahtomedi Senior High School
2010 — 2014
Skills & Expertise
Others at Punch & Associates Investment Management, Inc. (7)
| Name | Role | Location |
|---|---|---|
 | Senior Research Analyst | Saint Paul, MN , United States |
 | Chief Investment Officer | Minneapolis, MN , United States |
 | Research Analyst | Minneapolis, MN , United States |
J John Carraux | Managing Partner and Portfolio Manager | Minneapolis, MN , United States |
 | Research Analyst | Minneapolis, MN , United States |
 | Managing Partner | Saint Paul, MN , United States |
 | Senior Trader | Minneapolis, MN , United States |