Jeffrey Miller has been analyzing banks since 1994. While a research analyst at Keefe, Bruyette & Woods in the 1990's responsible for 1/3 of their research coverage, KBW was ranked #1 by Institutional Investor for bank research every year. In 1997 Jeff left KBW to launch a bank stock focused hedge fund and has been managing funds and writing about stocks ever since.
StockResearch is different than other research firms. We have managed money. We know what investors need. We're independent and focused on our client's needs, not making the management teams of our covered companies happy.
StockResearch only has buys and sells. We do not cover companies just to cover them. If an idea isn't actionable, we won't write about it.
Jeffrey Miller is also a Partner at Eight Bridges Capital Management, a long-short hedge fund manager. Immediately prior to co-founding EBCM, Mr. Miller was a Senior Vice President at Calamos Advisors, where he was the co-Portfolio Manager and head of Value Strategies. He was responsible for alternative and traditional asset management strategies, including Opportunistic long-short equity, a dividend-income fund strategy, and long-only equity strategies.
Prior to joining Calamos, he founded American Independence Capital Management (AICM) in 2007. While there, he was recognized as one of the “20 Rising Stars of Mutual Funds” in Institutional Investor’s January 2008 issue. He managed the American Independence Stock Fund starting on May 1, 2007, which subsequently became 5-Star Morningstar rated. The Fund was named a "Category King" for Large Cap Value Funds by the Wall Street Journal for 5 straight months in 2008, and was named Number 1 in its peer group, the Large-Cap Value Funds category, as tracked by Lipper, for the three-year and ten-year periods ended July 31, 2010. The fund beat its benchmark by over 21% in 2008 and 2009.Prior to joining Calamos, he founded American Independence Capital Management (AICM) in 2007. While there, he was recognized as one of the “20 Rising Stars of Mutual Funds” in Institutional Investor’s January 2008 issue. He managed the American Independence Stock Fund starting on May 1, 2007, which subsequently became 5-Star Morningstar rated. The Fund was named a "Category King" for Large Cap Value Funds by the Wall Street Journal for 5 straight months in 2008, and was named Number 1 in its peer group, the Large-Cap Value Funds category, as tracked by Lipper, for the three-year and ten-year periods ended July 31, 2010. The fund beat its benchmark by over 21% in 2008 and 2009. He was recognized as one of the “20 Rising Stars of Mutual Funds” in Institutional Investor’s January 2008 issue, was named a "Category King" for Large Cap Value Funds by the Wall Street Journal for 5 straight months in 2008, and a fund he co-managed was named Number 1 in its peer group, the Large-Cap Value Funds category, as tracked by Lipper, a Reuters Company, for the three-year and ten-year periods ended July 31, 2010.
From 1997 to 2008, Mr. Miller was co-Founder and co-Chief Investment Officer of Miller & Jacobs Capital, LLC (MJC). MJC managed Acadia Fund I, LP and Cerulean Partners, Ltd., along with related master-feeder funds, as well as separate accounts. At various times during his tenure, funds managed by MJC were ranked in the top 5 in their category by Barclay’s Marhedge. The Acadia Fund I, LP posted the #2 performance in the United States by an equity hedge fund in 1997.
Previously Mr. Miller was Vice President of Equity Research at Keefe, Bruyette & Woods, Inc. Mr. Miller was instrumental in developing valuation models for KBW’s recommended list, and was also a key proponent of focusing on capital management for banks and thrifts as a primary driver of shareholder value creation. While at KBW he was responsible for approximately 1/3 of the firm’s equity research coverage.
Mr. Miller earned his Masters of Business Administration with Distinction from Cornell University. He also earned a Bachelor of Arts degree in History with Distinction from Cornell, where he was a member of the Track and Field Team. He is the co-Founder and Treasurer of the Board of Directors of The Maasai Wilderness Conservation Trust (www.maasaitrust.org), and was Treasurer and executive board member of the Good Hope School in St. Croix from 2007 to 2009. He is currently the Treasurer of the Contemporary Art Council at the Portland Art Museum and coaches Middle School Track and Field in Portland, OR.
Disclosure: Miller’s Market Musings is a free weekly financial market e-letter written by investment manager Jeffrey Miller. Mr. Miller has been quoted in financial publications including the Wall Street Journal and New York Times, and he has appeared on Fox Business News, PBS and CNBC.
Millers Market Musings, Miller's Market Matrix and Matrix Pro, any related services, and StockResearch.net are not making an offering for any investment. It represents only the opinions of Jeffrey Miller and those that he interviews. Any views expressed are provided for informational and entertainment purposes only and should not be construed in any way as an offer, an endorsement, or inducement to invest and is not in any way a testimony for Miller's other firms. Jeffrey Miller is a Partner at Eight Bridges Capital Management and a Member of Eight Bridges Partners, LLC. Eight Bridges Capital Management, LLC is an exempt reporting advisor with the SEC. Eight Bridges Capital Management solely manages the Eight Bridges Partners, LP investment fund and does not provide any advice to individual investors in any capacity. This message is intended only for informational purposes, and does not constitute an offer for or advice about any alternative investment product. Past performance is not indicative of future performance.
Any views expressed herein are provided for informational purposes only and should not be construed in any way as an offer, an endorsement, or inducement to invest with any manager, fund, or program mentioned here or elsewhere. Any opinions about any individual stocks, commodities, or other securities expressed in this article or any linked articles or websites are solely for informational purposes only and are not an offer or inducement to buy or sell any securities. The author and/or funds he manages may hold positions in the securities mentioned and his positions may change at any time without an obligation to update this disclosure.
All material presented herein is believed to be reliable but we cannot attest to its accuracy. Opinions expressed in these reports may change without prior notice. Jeffrey Miller and/or funds he manages may or may not have investments in any securities cited above as well as economic interest. Jeffrey Miller can be reached at 503-333-9725 or [email protected].
StockResearch is different than other research firms. We have managed money. We know what investors need. We're independent and focused on our client's needs, not making the management teams of our covered companies happy.
StockResearch only has buys and sells. We do not cover companies just to cover them. If an idea isn't actionable, we won't write about it.
Jeffrey Miller is also a Partner at Eight Bridges Capital Management, a long-short hedge fund manager. Immediately prior to co-founding EBCM, Mr. Miller was a Senior Vice President at Calamos Advisors, where he was the co-Portfolio Manager and head of Value Strategies. He was responsible for alternative and traditional asset management strategies, including Opportunistic long-short equity, a dividend-income fund strategy, and long-only equity strategies.
Prior to joining Calamos, he founded American Independence Capital Management (AICM) in 2007. While there, he was recognized as one of the “20 Rising Stars of Mutual Funds” in Institutional Investor’s January 2008 issue. He managed the American Independence Stock Fund starting on May 1, 2007, which subsequently became 5-Star Morningstar rated. The Fund was named a "Category King" for Large Cap Value Funds by the Wall Street Journal for 5 straight months in 2008, and was named Number 1 in its peer group, the Large-Cap Value Funds category, as tracked by Lipper, for the three-year and ten-year periods ended July 31, 2010. The fund beat its benchmark by over 21% in 2008 and 2009.Prior to joining Calamos, he founded American Independence Capital Management (AICM) in 2007. While there, he was recognized as one of the “20 Rising Stars of Mutual Funds” in Institutional Investor’s January 2008 issue. He managed the American Independence Stock Fund starting on May 1, 2007, which subsequently became 5-Star Morningstar rated. The Fund was named a "Category King" for Large Cap Value Funds by the Wall Street Journal for 5 straight months in 2008, and was named Number 1 in its peer group, the Large-Cap Value Funds category, as tracked by Lipper, for the three-year and ten-year periods ended July 31, 2010. The fund beat its benchmark by over 21% in 2008 and 2009. He was recognized as one of the “20 Rising Stars of Mutual Funds” in Institutional Investor’s January 2008 issue, was named a "Category King" for Large Cap Value Funds by the Wall Street Journal for 5 straight months in 2008, and a fund he co-managed was named Number 1 in its peer group, the Large-Cap Value Funds category, as tracked by Lipper, a Reuters Company, for the three-year and ten-year periods ended July 31, 2010.
From 1997 to 2008, Mr. Miller was co-Founder and co-Chief Investment Officer of Miller & Jacobs Capital, LLC (MJC). MJC managed Acadia Fund I, LP and Cerulean Partners, Ltd., along with related master-feeder funds, as well as separate accounts. At various times during his tenure, funds managed by MJC were ranked in the top 5 in their category by Barclay’s Marhedge. The Acadia Fund I, LP posted the #2 performance in the United States by an equity hedge fund in 1997.
Previously Mr. Miller was Vice President of Equity Research at Keefe, Bruyette & Woods, Inc. Mr. Miller was instrumental in developing valuation models for KBW’s recommended list, and was also a key proponent of focusing on capital management for banks and thrifts as a primary driver of shareholder value creation. While at KBW he was responsible for approximately 1/3 of the firm’s equity research coverage.
Mr. Miller earned his Masters of Business Administration with Distinction from Cornell University. He also earned a Bachelor of Arts degree in History with Distinction from Cornell, where he was a member of the Track and Field Team. He is the co-Founder and Treasurer of the Board of Directors of The Maasai Wilderness Conservation Trust (www.maasaitrust.org), and was Treasurer and executive board member of the Good Hope School in St. Croix from 2007 to 2009. He is currently the Treasurer of the Contemporary Art Council at the Portland Art Museum and coaches Middle School Track and Field in Portland, OR.
Disclosure: Miller’s Market Musings is a free weekly financial market e-letter written by investment manager Jeffrey Miller. Mr. Miller has been quoted in financial publications including the Wall Street Journal and New York Times, and he has appeared on Fox Business News, PBS and CNBC.
Millers Market Musings, Miller's Market Matrix and Matrix Pro, any related services, and StockResearch.net are not making an offering for any investment. It represents only the opinions of Jeffrey Miller and those that he interviews. Any views expressed are provided for informational and entertainment purposes only and should not be construed in any way as an offer, an endorsement, or inducement to invest and is not in any way a testimony for Miller's other firms. Jeffrey Miller is a Partner at Eight Bridges Capital Management and a Member of Eight Bridges Partners, LLC. Eight Bridges Capital Management, LLC is an exempt reporting advisor with the SEC. Eight Bridges Capital Management solely manages the Eight Bridges Partners, LP investment fund and does not provide any advice to individual investors in any capacity. This message is intended only for informational purposes, and does not constitute an offer for or advice about any alternative investment product. Past performance is not indicative of future performance.
Any views expressed herein are provided for informational purposes only and should not be construed in any way as an offer, an endorsement, or inducement to invest with any manager, fund, or program mentioned here or elsewhere. Any opinions about any individual stocks, commodities, or other securities expressed in this article or any linked articles or websites are solely for informational purposes only and are not an offer or inducement to buy or sell any securities. The author and/or funds he manages may hold positions in the securities mentioned and his positions may change at any time without an obligation to update this disclosure.
All material presented herein is believed to be reliable but we cannot attest to its accuracy. Opinions expressed in these reports may change without prior notice. Jeffrey Miller and/or funds he manages may or may not have investments in any securities cited above as well as economic interest. Jeffrey Miller can be reached at 503-333-9725 or [email protected].