Investing in High-Quality Small Caps Using Bottom-Up Analysis

General Investing >> Money Manager Interviews >> December 20, 2013

Ori Elan is a Managing Director and Portfolio Manager on the small-cap value investment team at Elessar Investment Management. In addition, he oversees the trading function at the firm. Prior to joining Elessar Investment Management, Mr. Elan was an Equity Analyst on the small-cap value team at National City Bank. Also at National City Bank, he managed several indexed portfolios for National City Bank’s investment management company. Prior to joining National City Bank, he was a Financial Analyst and Chemical Engineer at Air Products and Chemicals, Inc. As a citizen of Israel, Mr. Elan served as a Field Commander and Staff Officer for the Israel Defense Force for four years. He is also a citizen of the U.S. and the United Kingdom. As an Andrew Grove Foundation scholar, Ori received his B.S. in chemical engineering from the City College of New York. He was Valedictorian of his graduating class. He also received his MBA from the Tepper School of Business at Carnegie Mellon University. Profile

TWST: Can you please give us a brief history of Elessar Small Cap Value Fund and an overview of the key points that guide its investment philosophy?

Mr. Elan: We formed Elessar at the

Join for free to read a longer excerpt or purchase this article

Investing in High-Quality Small Caps Using Bottom-Up Analysis

Top Company Interviews

CEO INTERVIEWS

SECTOR ROUNDTABLES

MONEY MANAGER INTERVIEWS

ANALYST INTERVIEWS

Investing in High-Quality Small Caps Using Bottom-Up Analysis

Top Company Interviews

Register for a Free Account to gain greater access to The Wall Street Transcript right now

CEO INTERVIEWS

SECTOR ROUNDTABLES

MONEY MANAGER INTERVIEWS

ANALYST INTERVIEWS