About
Jeffrey Lichy is an analyst at BLUE GROTTO CAPITAL, LLC, based in Miami, Florida. At Blue Grotto, he leverages over 12 years of diverse investment experience to identify and research equities, focusing on sectors such as Consumer, Industrials, and Business Services. His role includes conducting fundamental analysis and generating actionable investment ideas to support the firm’s portfolio strategy.
Jeff began his finance career in 2012 as an analyst at Iridian Asset Management, where he spent nine years covering the Consumer, Industrial, and Business Services sectors. He later served as Director of Equities at Baymount Management, a global thematic macro fund, and was a Consumer Sector Analyst at Balyasny Asset Management, further refining his sector and asset class expertise.
He holds a Bachelor of Arts in History and Economics from the University of Wisconsin-Madison. Jeffrey is recognized for his deep analytical skills in public equities, particularly within the consumer and industrial spaces, and for his cross-asset experience working at hedge funds with both global and thematic investment mandates.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Blue Grotto Capital | Analyst | Aug 2024 to Present | — |
| Balyasny Asset Management L.P. | Analyst | Sep 2023 to Aug 2024 | L/S Equity - Consumer |
| Baymount Management LP | Director - Equities | Feb 2022 to Sep 2023 | — |
| Iridian Asset Management LLC | Equity Analyst | Jun 2012 to Dec 2021 | — |
Education
University of Wisconsin-Madison
Bachelor of Science (BS), Economics and History
2007 — 2011
Others at Blue Grotto Capital, LLC (2)
| Name | Role | Location |
|---|---|---|
A Alex D. | Analyst (L and S tech) | New York, NY , United States |
L Lauren Puglisi | Equity Analyst | Atlanta, GA , United States |