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Deepak Chaulagai

Senior Equity Analyst at Sit Investment Associates Inc.

Lakeville, MN , United States

About

Deepak Chaulagai is a Senior Equity Research Analyst at Sit Investment Associates, Inc. in Lakeville, MN, where he conducts fundamental equity research as a generalist with a focus on companies in the U.S. and Europe. At Sit Investment Associates, he contributes to the analysis and selection of equities across multiple sectors, supporting the firm's domestic and international portfolio management functions.

Previously, Deepak served as a Senior Equity Analyst at Alerus, where he helped manage the firm’s large cap equity portfolio. He has over 16 years of investment industry experience, including investment research and management roles with Leuthold Management and Dougherty & Company, and brings expertise across large-cap, mid-cap, and growth equity strategies.

Deepak holds an MBA in Securities Analysis & Finance from the University of St. Thomas and a BS in Computer Information Systems from Minnesota State University, Mankato. He is a CFA charterholder and also serves as an adjunct professor of finance at the University of St. Thomas, as well as the president of the investment committee for the Association of Nepalis in Minnesota.

Career History

OrganizationRoleDate RangeDetails
Sit Investment Associates, Inc.Senior Equity AnalystApr 2022 to Present
Cfa InstituteUnknown to Present
AlerusSenior Equity AnalystApr 2015 to Apr 2022
Leuthold StrategiesResearch Analyst and Portfolio ManagerMay 2013 to Apr 2015
Managing a contrarian equity portfolio combining fundamental and technical analysis
Dougherty & Company LLCSenior Research Analyst - Healthcare IT and Medical DeviceJan 2011 to May 2013
Dougherty & Company LLCEquity Research Associate - Health CareMar 2007 to Jun 2011
Initiate and maintain (financial) coverage on small to mid-size companies in the Health Services industry. Create financial models, write research reports on health-care services companies that are un...
University of St. ThomasPortfolio Manager and Equity Research AnalystAug 2006 to May 2007
Mid-cap equity blend student-managed investment fund management. Research, analysis and valuation of new stocks to be added to the portfolio. Portfolio bench-marked against S&P 400.
Wells FargoBusiness Process and Operations AnalystJan 2004 to Jan 2007

Education

University of St. Thomas

Master of Business Administration, Finance

2003 2007

Minnesota State University, Mankato

Bachelor of Science

1998 2002

Skills & Expertise

Portfolio Management
Equity Research
Asset Management
Financial Modeling
Valuation
Investments
Financial Analysis
Data Analysis
Equities
Analysis
Economics
Strategic Planning
Market Research
Healthcare
Forecasting
Competitive Analysis
Medical Devices
Strategic Financial Planning
Corporate Finance
Due Diligence
Finance
Risk Management
Securities
Hedge Funds
Bloomberg
Microsoft Excel
Excel
Student Counseling
Career Counseling
Equity Valuation
Advising People
Series 7

Others at Sit Investment Associates Inc. (15)

NameRoleLocation
B
Bryce Doty
Sr. Portfolio Manager and Sr. VPInver Grove Heights, MN , United States
Eric Manthe
Eric Manthe
Equity Research AnalystMinneapolis, MN , United States
Jessica Ersfeld
Jessica Ersfeld
Research AnalystMinneapolis, MN , United States
J
Joe Lepinski
Municipal Bond Trader and AnalystSaint Paul, MN , United States
Joseph Eshoo
Joseph Eshoo
VP - Senior Equity Analyst and Portfolio ManagerMinneapolis, MN , United States
L
Lee Feltman
Vice President, Research and Investment ManagementMinneapolis, MN , United States
M
Mark Book
Portfolio ManagerMinneapolis, MN , United States
Michael Sit
Michael Sit
Equity Research AnalystMinneapolis, MN , United States
M
Mike Hubbard
VP - Portfolio ManagerMinneapolis, MN , United States
P
Paul Jungquist
Portfolio ManagerMinneapolis, MN , United States
Showing 1-10 of 15 team members

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