Portfolio Managers
Eliot Glein
Nathan Marshall
Ethan Okaty
Adam Weinberg
Senior Advisors
Kelly Bersch
Justin Cook
Sector Leaders
Sector Leaders are ultimately responsible for delivering high quality equity research to the portfolio managers. Their leadership ensures analysts stay focused, deliverables are mistake free, there is ongoing communication with the PM’s, and that all members are performing at high levels with clarity around their responsibilities.
Sector Associates
Associates mentor analysts and collaborate with sector leaders to focus the direction of a sector’s pitch process. This includes overseeing the early idea generation stage and valuation in later stages.
Sector Analysts
Analysts drive GSIF’s idea generation, the most important part of the pitch process. They spend a substantial amount of time focused on due diligence and financial modeling to prepare polished equity research and pitches for the portfolio managers.
Meet The Sectors
Communications
The Communications Sector focuses on investing in diversified telecommunication services, entertainment, interactive media & services, media, and wireless telecommunication services. Past investments include Disney, Alphabet, Match, Nexstar Media Group, Verizon, and Warner Bros. Discovery.
Financials
The Financials Sector focuses on a vast array of sub-industries such as traditional banks, payment services, insurance, fintech, and real estate investment trusts (especially those in the shopping mall, student housing, and casino property businesses). Current holdings include Employers Holdings, First Horizon, National Storage Affiliates Trust, Sixth Street Specialty Lending, and VICI Properties.
Consumer Staples
The Consumer Staples Sector focuses on investing in the consumer staples sub-sectors that include verticals such as manufacturing and distribution of food, beverages and tobacco, and producers of non-durable household goods and personal products. Past investments include Coty, Kroger, Kenvue, PriceSmart, and Treehouse Foods.
Consumer Discretionary
The Consumer Discretionary Sector focuses on investing in the consumer discretionary sub-sectors that include verticals such as automotive, household durable goods, textiles & apparel and leisure equipment. Past investments include Carriage Services, Dollar Tree, Life Time Group, and VF Corp.
Energy
The Energy Sector focuses on investing in the Upstream, Midstream, Downstream and Alternative sub-sectors that include verticals such as Oil and Gas exploration, Solar power, transportation and refining. Current holdings include Black Stone Minerals, Devon Energy, Helmerich & Payne, and Vermillion Energy.
Healthcare
The Healthcare Sector focuses on investing in pharmaceutical manufacturers, medical device companies, healthcare providers, drug and medical supplies distributors, and biopharma services companies. Notable investments include CVS, Doximity, Humana, and ResMed.
Industrials
The Industrial sector focuses on investing in the aerospace and defense, industrial conglomerates, transportation, machinery, construction, mining, and utility sectors. Notable investments include ASGN, CSX, Lockheed Martin, PHINIA, Ruger Firearms, and Sensient Technologies.
Technology
The technology sector invests in hardware, software, telecom and media companies. The sector has invested in companies such as ASML Holding NV, Digi International, Keysight Technologies, Microsoft, Squarespace, and Vishay.