Gary Brode
Gary Brode is the Founder and Managing Partner of Deep Knowledge Investing, a provider of well-researched stock ideas and timely market commentary. Gary is a seasoned portfolio manager and hedge fund investor with over 30 years of experience in the securities industry. He is well-recognized for his creative contrarian thinking and specialization in communicating unique ideas to sophisticated investors. Gary spent much of his career executing hedge fund strategies, including long/short, concentrated and special situations. Previously, he served as Managing Partner and Senior Portfolio Manager for Silver Arrow Investment Management, a concentrated long-only hedge fund with options-based hedging.
Gary Brode Professional Experience / Academic History
Professional Experience
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Founder and Managing Partner
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Securities Analyst
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Analyst, Mergers and Acquisitions
Academic History
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B.A., Political Science and Business
CURRENT AFFILIATIONS
Strategic Advisor, TERRA
Guest Lecturer, United States Military Academy at West Point
SILVER ARROW
He served as Senior Portfolio Manager of a high-return concentrated long fund with options-based hedging. Their fund outperformed the S&P 500 by almost 100% over 8 years.
The high alpha-generating intensive research process that produced outstanding returns at Silver Arrow is the foundation of Deep Knowledge Investing.
During his tenure at Silver Arrow, his written work has been featured on SumZero, Whitney Tilson's Value Investing Letter, Benzinga, Market Folly, and Absolute Returns.
EARLY CAREER
Gary started his career in the Mergers and Acquisitions Department of Morgan Stanley.
He spent 3 years doing long/short equity investing at Brahman Capital. While at Brahman Capital, he was responsible for the healthcare portfolio and he helped raise firm performance by approximately 64%.
Later on, he worked for Doug Hirsch for 4 years, first at Smith New Court, and was asked by Doug to join him in starting Seneca Capital.
He spent 3 years in long/short equity investing at Brahman Capital, and then moved to John Levin & Co. where he had investment discretion and made the firm money in all 15 investments made.
MEDIA & APPEARANCES
Gary's work has been featured in the Wall Street Journal and Barron's.
He is also a frequent guest at television shows and global conferences, such as CNBC's Squawk Box and Bloomberg West TV.
He has appeared as a guest on Real Vision.