About
Michael Campagna is the Research Analyst and Co-Founding Partner at Moerus Capital Management LLC, based in New York, NY. In this role, he leads global investment research and evaluation of public equities and other asset classes, focusing particularly on value investing across diverse industries and geographic markets. His research covers developed, emerging, and frontier markets, with expertise in global asset-based value investing, as demonstrated in numerous industry podcasts and conference appearances.
Before co-founding Moerus in 2015, Michael was a Research Analyst and Consultant at Third Avenue Management LLC, where he specialized in investment due diligence across a broad spectrum of sectors. Earlier, he worked at JP Morgan Private Bank, evaluating and selecting investment managers for high net worth and institutional portfolios.
Michael Campagna holds dual BS degrees in Finance and Information Systems from New York University and is a CFA Charterholder. He is active in the New York Society of Security Analysts and has contributed significantly to advancing global value investing strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Moerus Capital Management LLC | Research Analyst | Sep 2015 to Present | Global Generalist Research Analyst at Moerus Capital Management LLC. My responsibilities include sourcing and analyzing value-oriented investment ideas for our portfolios. Moerus Capital Management LL... |
| The Doula Program to Accompany and Comfort Inc | Member, Board of Directors and Treasurer | Aug 2015 to Present | Since 2001, The Doula Program to Accompany and Comfort has been specializing in training volunteers, carefully matching them with clients, and then supervising the ongoing work. Hundreds of people fac... |
| Third Avenue Management, LLC | Research Analyst | Mar 2007 to May 2014 | Research Analyst working with the International Team. I am a global generalist looking for investments that fit Third Avenue Management's long-term value oriented investment style. |
| Third Avenue Management | Research Assistant | Mar 2007 to Jan 2008 | — |
| JPMorgan Chase | Analyst | Jan 2004 to Mar 2007 | Global Investment Manager Research |
Education
New York University
BS, Finance / Information Systems
2000 — 2004
The Wheatley School
1996 — 2000
Others at Moerus Capital Management LLC (3)
| Name | Role | Location |
|---|---|---|
M Mary P | Managing Director | New York, NY , United States |
 | Managing Director | New York, NY , United States |
 | Research Analyst | New York, NY , United States |