INSIGHT PROVIDER
Juan Pedro Rodríguez Serrate

Juan Pedro Rodríguez Serrate

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Insights
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Equities Equity Capital Markets

Summary

With over 15 years of experience spanning the financial and healthcare sectors, Mr. Rodríguez Serrate has held diverse roles across academia, industry, sell-side analysis, and buy-side investing. This multifaceted background empowers him to deliver insightful analyses and investment decisions that drive superior performance. His buy-side tenure includes positions at a number of investment funds where he has maintained consistent responsibilities as an Equity Capital Markets (ECM) generalist and healthcare specialist. Mr. Rodríguez Serrate evaluates investment opportunities through rigorous, fundamental bottom-up analysis, leveraging an extensive network, advanced modeling, and valuation expertise to generate high-impact, actionable trading ideas.

Areas of Expertise

Primary Asset Class:
Equities
Geography:
North America
Countries:
(generalist)
Sectors:
(generalist)
Content Verticals:
Equity Capital Markets
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