The Zacks Advantage Investment Management Team
President of Zacks Advantage
Prior to joining Zacks Advantage, Scott was the founder, managing partner and chief investment officer of Sawmill Lane Capital LLC, a hedge fund comprised of the Sawmill Lane Capital Activist Fund and the Sawmill Lane Capital Managed Risk Fund.
The Sawmill Lane Capital Activist Fund was a long-only, event-driven fund focused on merger and acquisition activity within the equity markets. The Sawmill Lane Capital Managed Risk Fund was an absolute return strategy fund maximizing returns in the broadest range of market conditions with a focus on minimizing risk and preservation of capital. Scott has B.A. in Economics from Tufts University.
Principal and Portfolio Manager
Ben anchors the Zacks Investment Management Team, and is the most experienced member of the Investment Policy Committee. Ben co-founded Zacks Investment Research in 1978, and he was a critical contributor in the development and fine tuning of the strategies and models that define the Zacks name. He has used his expertise to navigate the market’s ups and downs… several times.
Ben is also a nationally recognized investment strategist and a known expert on corporate earnings—he’s been featured extensively in the financial media including CNBC, CNN, CNNfn, and quoted in The Wall Street Journal, The New York Times, The Chicago Tribune, Financial World Magazine, Smart Money Magazine, and Worth Magazine.
Ben founded Zacks Investment Management in 1992, and has a B.A. in Economics from Boston University.
Prasanth Sankar, PhD
Assistant Portfolio Manager
Prasanth has worked as a portfolio manager and quantitative analyst at Zacks Investment Management for more than five years. Prasanth co-manages several of Zacks’ investment strategies and also develops and refines many of our proprietary models. Prasanth applies his mathematical background to the investment process through sophisticated and in-depth quantitative analysis, where he seeks to identify investment anomalies and develop investment models to profit from them.
Prasanth has a Ph.D. in Theoretical Physics from the University of Illinois at Urbana-Champaign, and a B.A. degree from the Indian Institute of Technology.
Tony Zhang, PhD
Tony is a quantitative analyst at Zacks Investment Management. His primary research interests relate to the use of massive financial data in markets, portfolio management, and investment strategies. Tony has a Ph.D. in Electrical and Computer Engineering from University of Minnesota, Twin Cities. He is also pursuing his MBA at Booth School of Business, University of Chicago with a concentration in analytical finance. Prior to joining Zacks Investment Management, he was a Visiting Research Assistant Professor of State University of New York at Binghamton, and a research scientist at Lemko Corporation. In his research career, he has been awarded three Best Paper Awards and has published over 20 papers in top international journals and conferences.
Principal and Portfolio Manager
Mitch Zacks is a managing principle of the firm and primary expert on quantitative investing. He has personally developed many of the proprietary models we use in the management of our strategies. Mitch has written two books on quantitative investment strategies, Ahead of The Market, which details the Zacks method for spotting stocks early in any economy, and The Little Book of Stock Market Profits: The Best Strategies of All Time Made Better, which was published in 2011 and was one of the top selling investment books at that time. Prior to joining Zacks, Mitch was a financial writer for the Chicago Sun Times and also was an investment banking analyst with Lazard Frères in New York. He has a B.A. in Economics from Yale University and an M.B.A in Analytic Finance from the University of Chicago.
CFA, Assistant Portfolio Manager
Atanu Ghosh has over ten years of finance experience serving as a quantitative and fundamental research analyst and an equity portfolio manager. Prior to joining Zacks Investment Management, Atanu was a Senior Research Analyst at Fiduciary Asset Management, working on their Large Cap Core and quantitative strategy teams.
Atanu develops quantitative models that we utilize in the management of our investment strategies, and is constantly analyzing industry trends and research to ensure we remain on the cutting edge of portfolio management. Atanu received his M.B.A. from Washington University, St. Louis, and his B.A. degree in Computer Science from Jadavpur University, Calcutta, India. Atanu is a Chartered Financial Analyst.
Jane works as a quantitative analyst and alpha model builder. She works with the portfolio managers at Zacks in the design, development and implementation of various trading models. She also develops and back-tests new statistical arbitrage trading algorithms and strategies. Jane holds a Master of Finance from the Illinois Institute of Technology, and is a Ph.D. Candidate in Management Science of Finance at the Illinois Institute of Technology.
Fixed Income Portfolio Manager
Manish Jain brings in-depth knowledge of high yielding investments. He is an expert on corporate, government and municipal bonds as well as preferred stocks, MLPs and other income producing investments. Prior to joining Zacks, Manish was an Investment Manager for a regional bank, and served as a Portfolio Manager in a regional bank Trust Department. Manish has a BA in Finance from Michigan State University.
About Zacks Investment Management
Zacks Investment Management, a wealth management boutique formed in 1992, is a leading expert on earnings and using earnings estimates in the investment process. We are a wholly owned subsidiary of our parent company, Zacks Investment Research, one of the largest providers of independent research in the U.S.
In 1978, Len Zacks published a seminal article which first documented the value of using earnings estimate revisions to select stocks. A few years later we originated the concept of the EPS surprise which has now become widely used in the investment industry. This work led, in 1982, to the development of the Zacks Rank, a proven, proprietary stock-ranking model which is the core of the Zacks Investment Philosophy. At Zacks, a staff of PhDs develops and refines our own proprietary quantitative models and reviews hundreds of academic investment research articles each year in order to uncover new insights into making investment decisions.
Over the past 30 years, the core of our investment management process remains unchanged. The most important fundamental factor affecting stock prices is earnings. The changes in stock values, over time, have always been attributable to earnings. Our studies of analyst estimate revisions have proven to be the most powerful leading indicator in forecasting and predicting material changes in earnings. The end result is an active management approach that has generated which we believe to be exceptional results and we will continue to adhere to this discipline in all market cycles.