Patrick D. Beetz, CFA

Analyst @ Kopernik Global Investors, LLC

About

At Kopernik Global Investors (a Tampa, FL based investment firm with 9 bn. in AUM), our research team prioritizes meticulous, fundamental research to drive informed investment decisions. As an Analyst, Patrick covers the Healthcare and Consumer Staples sectors across emerging and developed markets. Prior coverage included Consumer Discretionary and Industrials. He utilizes financial models to generate insights. Patrick is a CFA charterholder with the exams taken from 2017 to 2019. He graduated in the 97th percentile of his MSc in Finance class in 2017. Patrick seeks to create positive impact by volunteering for various non-profits with environmental and societal focus.

Country

United States

City

Tampa

Industry

Investment Management

Skill

Equity Research Analysis, Equities, Buy-side, Investment Management, Hedge Funds, Equity Research, Financial Accounting, Financial Analysis, Financial Modeling, Valuation, Capital Markets, Microsoft Office, Bloomberg, SQL, Teamwork, Leadership, Investment Research

Experience

Analyst

Kopernik Global Investors, LLC

2022-3 - Present · 4 yrs 7 mos

Тампа, FL

- Fundamental, bottom-up research; thorough due diligence to inform investment decisions across global equity markets - Investment idea generation and name selection of equities in emerging and developed markets - Sectors covered: Healthcare & Consumer Staples with a track record of identifying attractive value opportunities - Focus on financial modeling to drive buy-side research outcomes - Close collaboration with portfolio managers to support our long-term investment strategy with sector specific insights and investment recommendations

Equity Research Associate

Kopernik Global Investors, LLC

2020-11 - 2022-2 · 1 yr 4 mos

Tampa, Florida, United States

Senior Associate Corporate Finance

J.P. Morgan

2019-9 - 2020-10 · 1 yr 2 mos

Greater Philadelphia

Assistant Manager

KPMG

2018-10 - 2019-4 · 7 mos

Frankfurt, Hesse, Germany

Senior Associate

KPMG

2017-9 - 2018-9 · 1 yr 1 mo

Munich, Bavaria, Germany

Executive Advisor to the Board and FP&A

Kreissparkasse München STA EBE

2015-9 - 2016-7 · 11 mos

Munich, Bavaria, Germany

Education

Lancaster University

Finance

2016 - 2017 · 1 yr

● Awarded competitive CFA scholarship (3% acceptance rate) and MSc Finance scholarship ● Dissertation: Implementation of a Quantitative Portfolio Management Strategy via MatLab ● Experience in valuation, financial modeling (DCF, LBO, M&A) and option pricing