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Jason Doctor
Portfolio Manager, Senior Research Analyst, Principal at Pzena Investment Management LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Pzena Investment Management | Portfolio Manager, Senior Research Analyst, Principal | Jan 2023 to Present | — |
| Pzena Investment Management | Senior Research Analyst, Principal | Oct 2014 to Present | — |
| Cobblestone Value Partners | Co-Founder | Jan 2012 to Nov 2013 | — |
| Evercore Asset Management | Portfolio Manager and Senior Analyst | Apr 2007 to Dec 2011 | — |
| Viking Global Investors | Analyst | Aug 2005 to Mar 2007 | — |
| Citigroup Asset Management | Equity Research Associate and Analyst | Mar 2000 to Jun 2005 | — |
Education
Georgetown
International Economics
1995 — 1999
North Shore HS
1991 — 1995
Skills & Expertise
Others at Pzena Investment Management LLC (23)
| Name | Role | Location |
|---|---|---|
A Akhil Subramanian | Principal, Portfolio Manager | New York, NY , United States |
| Managing Principal, President, Portfolio Manager | New York, NY , United States | |
A Andrew Chung | Principal, Senior Research Analyst | New York, NY , United States |
| Portfolio Manager | New York, NY , United States | |
E Evan Fox | Principal, Portfolio Manager | New York, NY , United States |
F Frank Hanley | Trader | New York, NY , United States |
| Senior Research Analyst | New York, NY , United States | |
| Head of Trading | Larchmont, NY , United States | |
S Sara Fung | Senior Research Analyst | New York, NY , United States |
| Principal | New York, NY , United States |
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| Associate - Resi Trading | Waterfall Asset Management, LLC | New York, NY , United States | |
A Arjuna Lal | Analyst | Waterfall Asset Management, LLC | New York, NY , United States |