Val Zlatev

Val Zlatev is Chief Investment Officer, Portfolio Manager, and Senior Partner at Analog Century Management, a New York-based investment firm he founded in 2018. At Analog Century, Zlatev leads the firm’s investment strategy, focusing on liquid, public equities across hard technology sectors such as semiconductors, semiconductor equipment, communications equipment, and hardware/edge devices. The firm manages approximately $1.2 billion across fundamental equity strategies including long-only, long/short, and market-neutral funds, with an emphasis on alpha generation in technology hardware markets.

Zlatev’s career spans senior portfolio management and analytical roles, including Partner and Portfolio Manager at Quentec Asset Management and Senior Analyst at Kingdon Capital. Throughout his career, he has developed specialized expertise in the "hard tech" sectors, with a particular focus on identifying large inflections in technology themes such as artificial intelligence, electric vehicles, and next-generation networking infrastructure. His approach incorporates deep technical knowledge and rigorous fundamental research to navigate the complex and rapidly evolving landscape of hardware technology investing.

Val Zlatev holds a Ph.D. in Physics from the University of Pennsylvania, an M.S. from Drexel University, and a B.A. in Physics and Mathematics from Berea College. His academic background, including research on the early universe, informs his analytical and risk management frameworks, bringing a scientific approach to investment decision-making. Zlatev is widely recognized for his contributions to thematic and hard technology investing, frequently sharing insights on the interplay of geopolitical risk, industry cycles, and innovation in the semiconductor and hardware sectors.