Sign in

You're signed outSign in or to get full access.

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

Skills & Expertise

Handling Money
Financial Advisory
Market
Pools
Operations Research
Think Tank
Economics
Belgium
Google Groups
Stock Market
Retail
CAP
Golf
Calculus
Valuation
Sales
Community
Swimming
Press Releases
Virginia
Manages
Iraq
Financial Modeling
Capital Markets
Cob
Students
Consideration
New York
Bloomberg
Foundation
Investments
Communication
Home
Commercial Litigation
Management Accounting
Mentoring
Energy Industry
Finance
Institutional Investments
Radio Access Network
Active
Institutional Sales
Group Communication
Financial Services
Openings
Equities
Operations
Financial Accounting
Business Administration
Equity Research
Roadshows
Work Ethic
Investment Strategies
Marketing
Deloitte
Qualify
Interviews
Scholarships
Asset
Business Statistics
Financial Analysis
Stonegate
Intellect
Management
Pharmacy
Council
Research
Trading
Conceptual Modeling
Calls
Meetings
European Studies
Capital
Computer Information Systems
Services
Security Analysis
Executive Advisory
Securities
Hedge Funds
Competition
Macroeconomics
Microeconomics

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

Similar Fund Managers

NameRoleFundLocation
A
Andrey Belov
Research AnalystCramer Rosenthal Mcglynn LLCStamford, CT , United States
B
Brian Harvey
Equity Portfolio ManagerCramer Rosenthal Mcglynn LLCUnited States