INVESTMENT TEAM
Pascal Capital Core Investment Team
A multi-disciplinary team covering asset allocation, market strategy, equity research, portfolio management, quantitative investment and data science.
LEADERSHIP
Professional backgrounds built for different market cycles.
Each expert contributes a different layer of the investment research system, from macro allocation to company valuation and quantitative modeling.
Chief Investment Officer
David R. Whitman
Education
Ph.D. in Finance, University of Chicago; CFA charterholder
Professional Focus
Global Asset Allocation / Long-term Value Investing / Macroeconomic Analysis / Risk Management
True wealth is not created by predicting the market, but by maintaining the right investment discipline through changing markets.
Chief Market Strategist
Michael S. Adler
Education
M.S. in Financial Engineering, New York University
Professional Focus
U.S. Market Strategy / Sector Rotation / Macroeconomics / AI Technology Industry
Markets change every day, but capital flows always follow economic logic.
Director of Equity Research
Jonathan M. Reeves
Education
MBA, Columbia University; CFA charterholder
Professional Focus
Company Valuation / Financial Analysis / Industry Research / Equity Rating
Investing in stocks is, at its core, investing in a company future growth potential.
Senior Portfolio Manager
Daniel K. Mercer
Education
M.S. in Financial Engineering, Massachusetts Institute of Technology
Professional Focus
Portfolio Management / Risk Budgeting / Asset Allocation / Return Optimization
Excellent investing relies on a stable long-term decision-making system.
Director of Quantitative Investment & Data Science
Emily Carter
Education
M.S. in Statistics, Stanford University; Financial Risk Manager (FRM)
Professional Focus
Quantitative Stock Selection / Machine Learning Strategies / Alternative Data Analysis / Systematic Trading
True excess return comes from using rational algorithms to separate market irrationality from investment decisions.
Meet the research discipline behind the platform.
Connect with Pascal Capital for corporate information, research cooperation and long-term capital market communication.