You're signed outSign in or to get full access.
About
Jason Lustig is a Partner and Portfolio Manager at J. Goldman & Co., L.P., based in Miami, FL. In his current role, he is responsible for identifying, managing, and deploying capital into value and opportunistic situations, overseeing multi-sector long/short equity investments with a focus on risk-adjusted returns.
Lustig specializes in value-driven and opportunistic equity strategies, with experience in capital structure arbitrage and special situations. He manages investments across multiple sectors, although his portfolio management responsibilities primarily emphasize sectors and asset classes with fundamental value opportunities and mispricings.
Having joined J. Goldman & Co. in 2012 as a Research Analyst, Lustig advanced to Portfolio Manager in 2017 and was named Partner in 2021. He holds a BS in Operations Research and Information Engineering from Cornell University, providing him with a robust analytical and quantitative foundation for his investment work.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| J. Goldman & Co., L.P. | Partner | Jan 2021 to Present | — |
| J. Goldman & Co., L.P. | Portfolio Manager, Value and Opportunistic Situations | Jan 2017 to Present | — |
| J. Goldman & Co., L.P. | Research Analyst | Sep 2012 to Dec 2016 | — |
| J.P. Morgan Asset Management | Investment Analyst - Behavioral Finance | Jul 2011 to Aug 2012 | — |
Education
Cornell University
BS, Operations Research and Information Engineering
2007 — 2011
Skills & Expertise
Others at J. Goldman & Co. LP (42)
| Name | Role | Location |
|---|---|---|
| Analyst | New York, NY , United States | |
A Adam Zucker | Partner and Portfolio Manager | New York, NY , United States |
| Analyst | Setauket- East Setauket, NY , United States | |
B Bo Yang | Portfolio Manager | New York, NY , United States |
B Brett Levy | Analyst | New York, NY , United States |
D Daniel Koch | Analyst | Dallas, TX , United States |
| Partner and Portfolio Manager | Boston, MA , United States | |
| Portfolio Manager | Cedar Grove, NJ , United States | |
E Eric Brown | Portfolio Manager | New York, NY , United States |
G George Wang | Senior Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Andrey Belov | Research Analyst | Cramer Rosenthal Mcglynn LLC | Stamford, CT , United States |
B Brian Harvey | Equity Portfolio Manager | Cramer Rosenthal Mcglynn LLC | United States |