Sample Investment Ideas
Member Snapshot
  • Jim Pallotta
    Raptor Capital Management
    Portfolio Manager
    $250MM in AUM
    Umass Amherst
  • Lisa Rapuano
    Lane Five Capital Management
    Portfolio Manager
    $150MM in AUM
    Yale University
  • Ken Shubin Stein
    Spencer Capital
    Portfolio Manager
    $150MM in AUM
    Columbia University
  • Brad White
    Carson Capital
    Portfolio Manager
    $5BN in AUM
    The Wharton School, University of Pennsylvania
  • Jay Kilroy
    Willis Investment Counsel
    Portfolio Manager
    $250MM in AUM
    Kellogg School of Management

Welcome to SumZero's Application for Professional Investors

SumZero is the leading global community for buyside investment professionals. The site has rapidly grown to 4011 elite hedge fund, private equity, and mutual fund analysts - almost every brand-name hedge fund and mutual fund is represented in SumZero's user base.


The concept is simple. There are 2503 full-length, peer-rated investment write-ups in SumZero's database (covering equities, credit, macro, commodities, and other asset classes). By contributing one idea, a member gains access to the entire database.


Additionally, there are thousands of companies in SumZero's database of extensively researched companies, each of which is tied to one or more buyside analysts. An analyst can easily identify a list of other leading buyside analysts who have done work on the company he/she is interested in and contact them to compare notes, deepen each other's understanding, and build one's professional network.

Application

Briefly tell us about your investing background
Upload CV (Optional, but will expedite admissions process)
Thesis
This is optional, but will greatly increase your chances of being granted admission. Your thesis should be a clear explanation of your investment idea. It can be a long or short idea and must contain a compelling valuation discussion. Please feel free to copy and paste an idea you have in a separate file. (500 word min.)
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