Fill The Gap Episode Twenty-Five, with Patrick Kent, CMT, CFA

 

Listen above, or subscribe on your favorite podcast service and never miss an update!

Summary

Fill the Gap is kicking off the new year in 2023 with a black belt, lead singing, portfolio manager to discuss ways of delivering idiosyncratic risk by thinking differently than the rest of the industry about money management.

Enjoy this conversation with Patrick Kent, CMT, CFA – Deputy head of equity opportunities, Portfolio Manager at Newton Investment Management Group. We discuss the ways in which technical concepts and tools that provide context for idea generation, parameters around position sizing, and helps the entire team prioritize their analysis based on where the market is confirming or denying their fundamental thesis.

Patrick Kent, CMT, CFA is head of the small mid cap equity research team and the lead portfolio manager for the US Opportunistic Equity strategies. Patrick joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group.

Before joining Newton, Patrick was a senior portfolio manager at Mellon Investments Corporation (a BNY Mellon group company). Earlier in his career, Patrick was an analyst and portfolio manager at Wellington. There, he co-managed the firm’s global all-cap impact investing strategy. Prior to Wellington, Patrick was an equity analyst with Alydar Capital, CR Intrinsic Investors and Schroders. He also spent four years with The Boston Company Asset Management, a BNY Mellon group company, on the Opportunistic Equity team.

Patrick has a BA from Bowdoin College and an MBA from Babson Colleges Franklin W. Olin Graduate School of Business. He received his CFA designation in 2001 and is a member of the CFA Institute and the CFA Society Boston. Patrick holds the Chartered Market Technician CMT designation and is a member of the CMT Association.

For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/

Resources

https://www.newtonim.com/us-institutional/solutions/strategy/newton-us-small-mid-cap-opportunistic-equity-strategy/
https://www.linkedin.com/in/patrick-kent-30106394/
https://www.ghostsinthemachineband.com/
Ghosts in the Machine - Band

Contributor(s)

Patrick Kent, CMT, CFA

Read More

Tyler Wood, CMT

Read More

David Lundgren, CMT, CFA

Read More