Financial Services >> Analyst Interviews >> November 6, 2015
Tom Mitchell, Senior Analyst at Miller Tabak + Co., LLC, began in the industry as a Research Analyst with NYSE firm Mabon, Nugent & Co. in 1973, for which he covered consumer and commercial finance companies, credit card companies, and large multi-industry companies encompassing major insurance and financial subsidiaries. He also managed a firm account, investing in distressed situations, reorganizations and bankruptcies. In 1983, Mr. Mitchell joined New York investment management firm Weiss, Peck & Greer as one of five Portfolio Analysts, with primary coverage responsibility for the financial stock sector. As a General Partner of Weiss, Peck & Greer from 1984 to 1990, he also initiated programs for the firm to invest in foreign stocks, and to use index futures and options for bona fide portfolio hedging. In 1990, Mr. Mitchell branched out to set up an independent money management shop, Thomas Mitchell Management Co., Inc., and has managed individual and institutional accounts for the past 24 years. A respect for credit analysis and for observation of broad industry trends has guided his investing approach throughout the past 42 years. Mr. Mitchell was named The Wall Street Journal’s number one Analyst for stock picking in the real estate sector for the year 2011, in the “Best on the Street” annual issue May 10, 2012. He was also named StarMine’s number one Analyst for stock picking in the bank sector for the year 2013, in the September 2014 StarMine release. Profile
TWST: In terms of REITs, where is your coverage focus these days and why?
Mr. Mitchell: It's mostly in the apartment REITs, which still have wonderful