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Andrew Klugman

Andrew Klugman

Analyst at Philosophy Capital Management LLC

New York, NY , United States

About

Andrew Klugman is an Analyst at Philosophy Capital Management LLC, an independent investment advisor and hedge fund manager where he focuses on equity research and investment analysis. Based in New York, he is part of a value-oriented team that targets mispriced securities across the capital structure, with noted activity in finance and consumer services sectors. His current responsibilities include conducting in-depth research, financial modeling, and idea generation within the firm's core sectors.

Previously, Andrew was a Director in the Special Situations Group and a Senior Vice President, Corporate Research Analyst at Gramercy Funds Management LLC. During his decade-long tenure at Gramercy, he developed expertise in both equity and fixed income asset classes, contributing to research and portfolio management across emerging markets, special situations, and complex structured opportunities.

Andrew holds a BS in Accounting & Finance from Lehigh University. His professional credentials and analytical background support his work in identifying value-based opportunities and navigating diverse public and private investment environments.

Career History

OrganizationRoleDate RangeDetails
Philosophy CapitalAnalystOct 2022 to Present
Gramercy Funds Management LLCDirector, Special Situations GroupDec 2019 to Oct 2022
Research & Financial Analysis
Gramercy Funds Management LLCSenior Vice President, Corporate Research AnalystMar 2018 to Dec 2019
Gramercy Funds Management LLCVice President, Corporate Research AnalystJul 2016 to Mar 2018
Gramercy Funds Management LLCVice President, AccountingJan 2015 to Jul 2016
Gramercy Funds Management LLCAssociate, AccountingJan 2013 to Jan 2015
PwCAssurance - Experienced AssociateSep 2011 to Jan 2013
Price Waterhouse CoopersIntern - Asset Management - JPMorgan Mutual FundsJun 2010 to Aug 2010
Pzena Investment ManagementInternJun 2008 to Aug 2008

Education

Lehigh University - College of Business and Economics

BS, Accounting & Finance

2007 2011

Skills & Expertise

Accounting
Financial Reporting
Internal Controls
Assurance
Investments
External Audit
Big 4
Sarbanes Oxley Act
US GAAP
Strategic Planning
GAAP
Microsoft Excel
Financial Accounting
Financial Analysis
Asset Management
SEC filings
Valuation
Marketing
Business Development
Strategy
Mutual Funds

Others at Philosophy Capital Management LLC (2)

NameRoleLocation
Leo Kang
Leo Kang
Investment AnalystAlamo, CA , United States
Ron Serko
Ron Serko
Investment AnalystSan Francisco, CA , United States

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