About
Kevin Nelson is a Senior Analyst at Engle Capital Management, L.P., a privately held investment firm specializing in long and short investments in global equities using a bottom-up, fundamental research approach. Based in New York, Kevin focuses on providing in-depth research and investment recommendations, contributing significantly to the firm's process-oriented strategy and high absolute-return objectives.
He covers global equities across multiple sectors, leveraging his expertise in financial analysis to identify opportunities and risks across diverse industries. His investment focus is grounded in rigorous fundamental research, supporting both long and short positions primarily in public equity markets.
Prior to joining Engle Capital Management, Kevin held analyst roles at Ksamidocean.com and Citigroup, developing a strong foundation in equity analysis and financial modeling. He holds a B.S. in Finance and a B.A. in Economics, further strengthening his capabilities in investment analysis and portfolio construction.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Engle Capital Management | Senior Analyst | Apr 2015 to Present | Long-Short Equity Hedge Fund Analyst | 
| KSA MidOcean | Analyst | Jul 2013 to Apr 2015 | Long-Short Equity Hedge Fund Analyst | 
| Citigroup | Analyst | Sep 2010 to Jun 2013 | Investment Banking Analyst | 
| Cornerstone Research | Analyst | Sep 2009 to Sep 2010 | Economic and Financial Consulting Analyst | 
Education
University of Pennsylvania - The Wharton School
B.S., Finance
2005 — 2009
University of Pennsylvania
B.A., Economics
2005 — 2009
Others at Engle Capital Management, L.P. (2)
| Name | Role | Location | 
|---|---|---|
| Partner | New York, NY , United States | |
| JJeffrey Helman | Managing Partner | New York, NY , United States |