THE CAERUS INVESTORS TEAM


Ward Davis Founder, Chief Investment Officer & Portfolio Manager
•22 years of actively researching consumer equities and 17 years of experience as consumer sector PM
•Founded Caerus, 2009
•Co-Founder & Co-PM, Trivium Capital Management LLC, a $900M fundamental, long/short manager
•Managing Director Consumer Sector, Chilton Investment Company
•Senior Consumer Equity Analyst, Zweig-DiMenna Associates
•Vice-President Equity Research, Massachusetts Financial Services
•Senior Accountant, Matsushita Electric Industrial
•MBA, Amos Tuck School of Business, Dartmouth College; BA, East Asian Studies, Washington and Lee University

 

 Caerus 6


Brian Agnew, Managing Partner & Portfolio Manager
•22 years of actively researching consumer equities and 9 years as a consumer sector PM
•Partnered with Ward Davis in February 2009
•Portfolio Manager, JP Morgan Proprietary Equities Fund
•Executive Director, Stadia
•Senior Analyst Consumer Sector, The Galleon Group
•Associate, Morgan Stanley
•MBA, Finance, Fordham University Graduate School of Business, BS, Business Management, Providence College

 

Cearus 1

 

 


Alan Friedman, Head Trader
•Joined Caerus, 2010
•Head Trader, Trivium Capital Management LLC
•Trader, NDB Capital Markets (a division of Deutsche Bank)
•Financial Advisor, Prudential Securities, Inc.
•BS, Business Administration, State University of New York at Albany

 

Caerus 2

 

 


Greg Wnuk, CFA, Vice President, Research
•Joined Caerus, 2014
•Senior Retail Analyst, Macellum Advisors
•Executive Director, Retail Advisory Group, Barclays Capital
•Vice President, Retail Advisory Group, Bear Stearns
•MBA, Finance, Columbia Business School; B.A., Economics, University of Pennsylvania

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