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
    Carlson 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 6264 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 3928 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.

Apply Below:

Briefly tell us about your investing background
Upload CV (Optional, but will expedite admissions process)
Thesis
A write-up is mandatory for applicants who are currently not working at an investment fund, though only a small percentage (<10%) will gain admission. For those who are currently working at a fund, submitting a thesis is optional, but will greatly increase your chances of being granted admission.Qualifying investment funds for SumZero membership are hedge funds, mutual funds, private equity firms, venture capital firms, and proprietary trading desks at investment banks. Your thesis can be a long or short idea and must contain a compelling valuation discussion. (500 word min.)
I have read and agree to the Terms of Use and Privacy Policy.
By using SumZero and/or becoming a member of SumZero you confirm and represent that you are at least eighteen (18) years of age or older and you are a professional investor on the “buyside” of the market (or a former industry professional currently in between positions) with a sophisticated knowledge of investment markets, an understanding of the risks of investing, an understanding that any content on SumZero is not an investment solicitation by the author or the author’s fund, and an understanding of the limitations of SumZero (please refer to the Terms of Use), or a compliance or legal professional employed by such professional investors.