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The BUILD Funds TRUE

 

 



Jeffrey D. Fotta, CFA
Co-Portfolio Manager

Mr. Fotta has over fifteen years of experience in the fundamental analysis of equity securities and is co-founder and Managing Partner of EQYTY Research & Management, LLC where he has managed both mutual and hedge funds. The focus of Mr. Fotta’s research has been in quantifying and developing advanced fundamental analysis techniques for the purpose of applying them to equity markets. His research includes development of the “balance sheet” based Dual Cash Flow Model™ for use in the security selection process as well as other fundamentally based quantitative models. Mr. Fotta’s work has been cited in Business Week, Barrons, Forbes, Individual Investor and numerous other publications.

Mr. Fotta received both an MBA in Finance 1992 and a B.A. in Economics and Philosophy 1985 from Boston College. He is a member of the Boston Security Analysts Society, AIMR, and the International Association of Financial Engineers. Mr. Fotta is also an adjunct professor of finance at the Carroll Graduate School of Management at Boston College.


Thomas F. Lynch

Co-Portfolio Manager


Mr. Lynch has over twenty years of experience in macro and micro-economic modeling and computer programming and is a co-founder and partner of EQYTY Research & Management, LLC. Since 1994 he has been working closely with Jeffrey Fotta on developing research based quantitative analysis as well as developing several portfolio trading strategies and products. Mr. Lynch has been successful in the development of numerous EVA and cash flow models. Mr. Lynch has extensive experience with the selection and optimization of equity positions for both long and hedged equity portfolios. Mr. Lynch’s previous experience includes managing and trading hedge fund and mutual fund portfolios as well as creating auditing tools used to analyze growth, profitability, and liquidity at the security level.
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