Our Founders
Paul Latta, CFA
Paul Latta, CFA
Paul Latta, CFA
Over 25 years of investment experience mostly in research at Seattle-based investment banks. Ran the research department for 10 years at McAdams Wright Ragen (now RW Baird), a department that achieved multiple number one rankings in Barrons. Over 15 years of portfolio experience on various separate account products and hedge funds. Named
Over 25 years of investment experience mostly in research at Seattle-based investment banks. Ran the research department for 10 years at McAdams Wright Ragen (now RW Baird), a department that achieved multiple number one rankings in Barrons. Over 15 years of portfolio experience on various separate account products and hedge funds. Named twice as a Wall Street Journal All Star Analyst. Recognized by CNBC as Best Stockpicker in the Universe. Over 2000 pages of published research and over 500 media interviews. Paul holds an MBA from Harvard Business School and a BS in Chemical Engineering from the University of Washington.
Baj Kochar
Paul Latta, CFA
Paul Latta, CFA
Over 15 years of investment industry experience including 10 years of analytical experience as a principal at Primecap, a small and exclusive firm successfully managing over $100 billion in active individual equities. Demonstrated leadership capabilities as CEO of two technology companies over a five year period, each with more than $25 m
Over 15 years of investment industry experience including 10 years of analytical experience as a principal at Primecap, a small and exclusive firm successfully managing over $100 billion in active individual equities. Demonstrated leadership capabilities as CEO of two technology companies over a five year period, each with more than $25 million in sales and each sold to strategic buyers. Baj holds an MBA from Harvard Business School with High Distinction where he graduated as a Baker Scholar. Baj also graduated magna cum laude from the University of Pennsylvania's Jerome Fisher Program with a dual bachelors degree in finance and applied science.