Description: Niles Investment Management was founded by Dan Niles and combines decades of experiences with a thematic approach in an effort to deliver steady and consistent returns to build longterm wealth while safeguarding assets across market cycles.
manager (1794) one (1585) daniel (1014) fund (930) alpha (685) dan (512) hedge (153) niles (77) satori (41) daniel t niles (2)
We strive to minimize losses while capturing a risk-adjusted portion of the upside by emphasizing active risk management strategies to produce strong alpha generation. We generate individual company fundamental analysis augmented by technical and macroeconomic analysis to generate investment portfolios of typically 20–40 positions, primarily in larger capitalization U.S. companies.
Renowned for his expertise in the technology sector, Dan’s career has spanned decades earning a reputation for insightful market analysis and investment strategies.
Prior to founding Niles Investment Management, Dan started his Wall Street career in 1990 at Robertson Stephens in mergers and acquisitions before acting as Managing Director in Equity Research until 2000.