Sam has been in the investment management industry for over 20 years, specializing in investment, research and analysis of secular growth companies, largely in technology related sectors. Prior to founding BH Asset Management, Sam was a Senior Analyst at Amerindo Investment Advisors, a top-tier Wall Street investment management company that focused on investing in long term secular growth companies in the science and technology sectors.
During his tenure at Amerindo, in addition to covering newly public companies, Sam was also active in analyzing and investing in late stage private companies. Prior to his financial career, Sam acquired first-hand knowledge in designing large scale, real-time software and communication systems as a Systems Analyst/Consultant at Teledyne Browne Engineering and a Software Systems Engineer at Raytheon Corporation. Sam received a BS in Bio-Medical Engineering; a MS in Computer Engineering from Boston University; and a MS in Management from the Sloan School of Management at MIT.
Johnny possesses a 17 year track record of experience in investment management and equity research with a focus on small and mid cap value stocks. Johnny most recently co-founded and served as the Director of Research at Prudens Capital LLC, a long/short hedge fund. Prior to launching Prudens Capital, Johnny conducted equity research and managed investments for WR Hambrecht + Co for ten years.
He joined WR Hambrecht at its founding in 1998 where he established the research department and co-managed WR Hambrecht’s investment portfolio of technology and internet stocks with William Hambrecht. Johnny later served as WR Hambrecht’s Quantitative Research Strategist before launching WR Hambrecht + Co Asset Management with two investment funds, a long/short hedge fund (later Prudens Capital) and a technology mutual fund. Johnny earned his M.B.A. from the University of Oregon.