Arlon Group Work Values

Daily Duties at Arlon Group:

Analyst / Portfolio Manager for Arlon Opportunities Investors, an affiliate of Continental Grain Company (Fund closed October 2013) • Co-managed a long/short equity and commodity futures book within a 200 year old private business • Focused on Food, Agriculture, Protein, Industrials, and Consumer as well as ag-related commodities • Lead a team of 2 analysts (5 in total) through fundamental research process; bottom-up, value based approach • Full discretion over all positions and trading; managed ~$65 million total with a net long bias Selected Investments and Performance • Long positions: a global grain processor misunderstood by investors, a leading international tobacco company with rare growth, and an undervalued seed technology company • Short positions: a dairy processor facing increasing input cost and a fertilizer overestimating its pricing power • Total gross return of 45% versus the MOO ETF at 36%, with a net averaging about 80% and the volatility about 20% less than that of the MOO; long-only performance was 27% above the MOO (materials available) • Grew AUM during this period about four-fold to a max size of $75 million; shut in 2013 due to the underperformance of the sector and the inability to raise outside capital

What they like about Arlon Group:

A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.

Tags

Equity, Research, Commodities, Futures, Pricing, Acquisitions, Bankruptcy, Due Diligence, LBO, Medical

Skills

long stocks, short stocks, long commodities, short commodities, bloomberg, capital iq, Acquisitions, Bankruptcy, Equity, LBO, Medical

These are some of the questions we asked our climbers about their experiences with Arlon Group: