Hard catalysts (M&As, spin-offs, demergers, index rebalances) & discount arbitrage (holdco, share-class)

Event-Driven

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

United States

United Kingdom

Canada

Germany

Ireland

Netherlands

Norway

Australia

Crane Company operates as a diversified manufacturer of engineered industrial products. The Company designs and manufactures engineered industrial products under aerospace and electronics, process flow technologies, payment and merchandising, and engineered materials business segments. Crane serves the oil and gas, chemical, pharmaceutical, and transportation industries worldwide.

International Business Machines Corporation (IBM) provides computer solutions through the use of advanced information technology. The Company's solutions include technologies, systems, products, services, software, and financing. IBM offers its products through its global sales and distribution organization, as well as through a variety of third party distributors and resellers.

Entegris Inc. provides materials management products and services to the microelectronics industry on a worldwide basis.  The Company provides products such as wafer shippers, wafer transport and process carriers, pods, and work-in-process boxes.  Entegris also provides chemical delivery products such as valves, fittings, tubing, pipe, and containers.

Bristol-Myers Squibb Company is a global biopharmaceutical company. The Company develops, licenses, manufactures, markets, and sells pharmaceutical and nutritional products. Bristol-Myers Squibb products and experimental therapies address cancer, heart disease, HIV/AIDS, diabetes, rheumatoid arthritis, hepatitis, organ transplant  rejection, and psychiatric disorders.

Versum Materials, Inc. manufactures and supplies technology driven semiconductors. The Company offers gas and chemical delivery systems, formulated products for surface preparation and cleaning, and advanced deposition materials for thin films. Versum Materials serves customers globally.

Red Hat, Inc. develops and provides open source software and services, including the Red Hat Linux operating system.  The Company's Web site offers information and news about open source software and provides an online community of open source software users and developers.

Merck & Co., Inc.  is a global health care company that delivers health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products, which it markets directly and through its joint ventures. The Company has operations in pharmaceutical, animal health, and consumer care.

Celgene Corporation is a global biopharmaceutical company.  The Company focuses on the discovery, development, and commercialization of therapies designed to treat cancer and immune-inflammatory related diseases.

Waste Management, Inc. provides waste management services including collection, transfer, recycling, resource recovery and disposal services, and operates waste-to-energy facilities.  The Company serves municipal, commercial, industrial, and residential customers throughout North America.

Casella Waste Systems, Inc. provides integrated, non-hazardous solid waste services throughout the eastern United States.  The Company provides collection, transfer, disposal, and recycling services, generates steam, and manufactures finished products utilizing recyclable materials primarily throughout the eastern portion of the United States.

Industrials

Information Technology

Health Care

Materials

Consumer Discretionary

Energy

Consumer Staples

Financials

US/Europe Event-Driven Analyst

John DeMasi

CFA, CPA (New York State, status: inactive) with 20+ years on buyside (PM & analyst) at numerous hedge funds and proprietary trading desks in NYC and London, covering North American and European event driven investments.

John DeMasi
US/Europe Event-Driven Analyst

Summary

Areas of Expertise

Work Experience: