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Kurt Martinson

Kurt Martinson

Partner and Investment Analyst at Locust Wood Capital Advisers, LLC

United States

About

Kurt Martinson is an analyst at Locust Wood Capital Advisers, LLC, based in the United States, where he is responsible for researching, evaluating, and recommending investments across a range of asset classes. In his current role, he primarily focuses on public equities, conducting in-depth fundamental analysis to support the firm’s long/short investment strategies in the U.S. market. His coverage likely includes key sectors such as technology, consumer, and industrials, reflecting Locust Wood Capital's typical investment universe.

Before joining Locust Wood Capital Advisers, Kurt served as a Board of Advisors member for the Madison Investment Fund beginning in 2012, providing guidance on portfolio management and investment allocations. He holds a bachelor's degree from James Madison University, completed in 2009, equipping him with a strong foundation in finance and investment analysis.

Kurt is recognized for his expertise in equity research and his contributions to portfolio construction and risk analysis. Through his advisory roles and analytical responsibilities, he has helped drive informed investment decisions and enhance portfolio performance within the asset management sector, particularly focusing on U.S. public equities and related industries.

Career History

OrganizationRoleDate RangeDetails
LOCUST WOOD CAPITAL ADVISERS, LLCPartner and Investment AnalystSep 2013 to Present
Madison Investment Fund - Board of AdvisorsMemberSep 2012 to Present
Morgan StanleyIED Equity Research-SalesJul 2009 to Aug 2013
Morgan StanleySales and Trading Summer AnalystMay 2008 to Aug 2008
Locust Wood Capital AdvisersPartnerUnknown to Present

Education

James Madison University

BBA, Finance, Economics

2005 2009

Others at Locust Wood Capital Advisers, LLC (2)

NameRoleLocation
Justin Kim
Justin Kim
AnalystNew York, NY , United States
Matthew Spiegelman
Matthew Spiegelman
Partner and Portfolio ManagerNew York, NY , United States