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JD

Jason Doctor

Portfolio Manager, Senior Research Analyst, Principal at Pzena Investment Management LLC

New York, NY , United States

About

Jason Doctor is a Principal, Portfolio Manager, and Senior Research Analyst at Pzena Investment Management, based in New York. He co-manages the Pzena International Small Cap Focused Value and Mid Cap Value strategies, focusing primarily on global small- and mid-cap equities with a disciplined value investing approach.

His sector coverage includes international and U.S. small-cap and mid-cap companies, employing deep fundamental research to identify undervalued opportunities across diverse industries. Jason plays a key role in shaping portfolio construction and investment process, with a particular emphasis on value equities outside the U.S. and companies exhibiting turnaround potential within the small- and mid-cap space.

Prior to joining Pzena in 2014, Jason co-founded Cobblestone Value Partners, where he honed his expertise in value investing. He holds a degree in International Economics from Georgetown University and is a CFA charterholder, underscoring his strong analytical background and commitment to rigorous research.

Career History

OrganizationRoleDate RangeDetails
Pzena Investment ManagementPortfolio Manager, Senior Research Analyst, PrincipalJan 2023 to Present
Pzena Investment ManagementSenior Research Analyst, PrincipalOct 2014 to Present
Cobblestone Value PartnersCo-FounderJan 2012 to Nov 2013
Evercore Asset ManagementPortfolio Manager and Senior AnalystApr 2007 to Dec 2011
Viking Global InvestorsAnalystAug 2005 to Mar 2007
Citigroup Asset ManagementEquity Research Associate and AnalystMar 2000 to Jun 2005

Education

Georgetown

International Economics

1995 1999

North Shore HS

1991 1995

Skills & Expertise

Alternative Investments
Private Equity
Portfolio Management
Financial Modeling
Capital Markets
Investment Banking
Derivatives
Emerging Markets
Investments
Bloomberg
Asset Management
Due Diligence
Equities
Fixed Income
Corporate Finance
Financial Analysis
Series 7
Valuation
Hedge Funds
Equity Research

Others at Pzena Investment Management LLC (23)

NameRoleLocation
A
Akhil Subramanian
Principal, Portfolio ManagerNew York, NY , United States
Allison Fisch
Allison Fisch
Managing Principal, President, Portfolio ManagerNew York, NY , United States
A
Andrew Chung
Principal, Senior Research AnalystNew York, NY , United States
Daniel Babkes
Daniel Babkes
Portfolio ManagerNew York, NY , United States
E
Evan Fox
Principal, Portfolio ManagerNew York, NY , United States
F
Frank Hanley
TraderNew York, NY , United States
John Rogers
John Rogers
Senior Research AnalystNew York, NY , United States
Randall McDonald
Randall McDonald
Head of TradingLarchmont, NY , United States
S
Sara Fung
Senior Research AnalystNew York, NY , United States
Shaina Pollack
Shaina Pollack
PrincipalNew York, NY , United States
Showing 1-10 of 23 team members

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