Jason R. Escamilla

Current

• Portfolio Manager, General Partner at Beaver Dam Opportunity Fund, LP
• Managing Director at Alhambra Capital Advisors

Past

• Sr. Analyst & Dir. of Risk Management at Mascot Capital Management
• Managing Director, Research and Trading at Joe Feshbach Partners, LLC
• Senior Vice President, Business Development at Curative Health Services, Inc.

2 more...

Education

• Massachusetts Institute of Technology - Sloan School of Management
• University of California, Berkeley

Connections

422 connections

Industry

Investment Management

Jason R. Escamilla’s Summary

Jason R. Escamilla, CFA has more than a dozen years of investment experience including Portfolio Management, Equity Research & Trading (Equities & Derivatives) and Corporate Development (M&A).

Mr. Escamilla entered the buy side in 1995 with Seneca Capital Management focusing on Research, Trading and Portfolio Management while the Equity group (focused on large- and mid-cap EPS growth) grew assets from less than $1B to over $10B over the next five years.

After business school (2000-2002) he gained additional insight into public companies while leading the M&A effort for Curative Health Services, Inc. where he closed seven acquisitions and led/coordinated their subsequent integration, including the $150M acquisition of Critical Care Systems and its more than 600 employees.

He returned to the investment industry in 2004 & 2005 as Managing Director, Research and Trading with Joe Feshbach Partners, a concentrated fund specializing in Crisis Investing, with an emphasis on bottom-up research. Since that time he continued to develop his valuation expertise in both public and private companies, most recently as Managing Director at Alhambra Capital Advisors, advising a wide range of clients from hedge funds to strategic investors (evaluating acquisition targets) to private companies engaged for a sale.

In early 2009 Mr. Escamilla began piloting a proprietary market-neutral quantitative investment strategy used in the Beaver Dam Opportunity Fund, LP, launched in May 2009. The hedged portfolio pursues opportunities to deliver favorable risk adjusted returns available via a combination of securities and asset classes, most notably with the use of derivatives (options, futures and leveraged ETFs).

Mr. Escamilla holds an MBA from the MIT Sloan School of Management with an emphasis on Financial and Strategic Management (2002), a BA in Economics from the University of California at Berkeley (1995) and is a CFA Charterholder (since 1999).

Jason R. Escamilla’s Specialties:

Portfolio management, equity research & trading (equities, derivatives: options, futures & ETFs), bottom-up valuation/forecasting, quantitative analysis and Corporate Development (mergers & acquisition)