We believe that companies undergoing some form of dramatic “corporate change” have the potential for significant transformation in financial performance and how the company is perceived and valued by the market.
Original, fundamental research is a cornerstone of our investment process. Our dedicated research professionals review publicly available documents, interview management, competitors and customers, and conduct numerous management meetings to ensure a thorough understanding of a company's operating and financial conditions.
Michele rejoined Iridian in August 2010 and serves as a research analyst for our Mid-Cap Value Equity portfolios. Prior to rejoining Iridian in August 2010, she was with Iridian from its inception until December 2009 serving as a research analyst. Previously, she worked for six years as a research analyst with Arnhold and S. Bleichroeder, Inc. and she worked one year as a research assistant with Furman Selz Mager Dietz Birney. Michele holds a BA from New York University (1989).
Andy joined Iridian in 2008 and serves as a research analyst for our Mid-Cap Value Equity portfolios as well as the portfolio manager for the Iridian Cresco Fund, LP. Previously, he worked five years as a portfolio manager with First Albany Asset Management (1997-2002) and six years as an analyst with First Albany Corporation/Janney Montgomery Scott (2002-2008) where he provided research exclusively for Iridian. Prior to this, he worked from 1994 to 1997 with Iridian and its predecessor firm Arnhold and S. Bleichroeder, Inc. From 1990 to 1994, he worked as a special situations analyst with First Albany Corp. and Ladenburg, Thalmann. He worked as an institutional equity salesman with Brean Murray, Foster Securities from 1984 to 1989, as well as a bond analyst with Moody's Investor Service from 1979 to 1982. Mr. Feinman holds a B.S. in Speech Communication from Syracuse University (1978) and an M.B.A. from Tulane University (1984).
Jill joined Iridian in 2014 and serves as a research analyst for our Mid-Cap Value Equity portfolios. Previously, she worked as an analyst at SAB Capital Management for one year. In addition, she worked from 2010 to 2012 as an analyst at Davidson Kempner Capital Management, from 2006 to 2010 as an analyst at Clovis Capital Management and from 2004 to 2006 as a research analyst and portfolio manager at Fidelity Management & Research. From 1999 to 2002, she worked in Equity Capital Markets at Goldman Sachs. Ms. Jortner holds a B.A. in Economics from Duke University (1999) and an M.B.A. from the Kellogg School of Management (2004).
Krishnamurthy (KK) Kalyankrishnan
KK joined Iridian in 2009 and serves as a research analyst for our Mid-Cap Value Equity portfolios. Mr. Kalyanakrishnan joined the mid-capitalization team in January 2012 having previously working on the Iridian Opportunity Fund. In addition, he worked three years as an analyst at HSBC Securities (USA) Inc. and one year in equity research at Prudential Financial. Mr. Kalyanakrishnan holds a B.E. in Production Engineering from the University of Mumbai (2001), a M.S. in Statistics and Industrial Engineering from the University of Cincinnati (2004) and an M.B.A. from New York University (2009).
Vivien W. Liu
Vivien joined Iridian in 2000 and serves as a research analyst for our Mid-Cap Value Equity portfolios. Previously, Vivien worked as a portfolio manager and senior analyst with Rudman Capital Management, as well as an internal auditor with AT&T Corporation. Vivien holds a BS in Accounting from the University of Maryland at College Park (1992) and an MBA from New York University (1997).
Susan joined Iridian in 2010 and serves as a research analyst for our Mid-Cap Value Equity portfolios. From 2002-2005 and from 2008 until she joined Iridian, Susan provided independent research services to the investment management community including Iridian. From 2005-2008, she worked as a senior analyst with Eagle Capital Partners. From 1988-2002, she worked as a portfolio manager and analyst at Franklin Templeton (and its predeceesor company, Heine Securities). During her tenure, she worked as a portfolio manager and anayst with the Mutual Qualified Fund, the Mutual Beacon Sicav Fund and the Mutual Shares II Fund. Susan holds a BBA in Finance from Emory University (1987) and an MBA from New York University (1996).
Angela joined Iridian in 2004 and serves as a research analyst for our Mid-Cap Value Equity portfolios. Previously, Angela worked two years as a market researcher in Latin American markets and the US Fundamental Data Group with Reuters. Angela holds a BA in Economics from the University of Connecticut (2002) and an MBA from Columbia University (2010).
Duncan joined Iridian in 2008 and serves as a research analyst for our Mid-Cap Value Equity portfolios. Previously, Duncan worked as a research analyst with Coatue Management, as well as a strategic planning manager with SBA Communications. He also worked as an analyst with Lehman Brothers. Duncan holds a BA in Geography modified with Economics from Dartmouth College (1999) and an MBA from Columbia University (2006).
Eric joined Iridian in 2012 and serves as a research analyst for our Mid-Cap Value Equity portfolios as well as a portfolio manager for the First Eagle Fund of America. Prior to joining Iridian in April 2012, Eric worked over three years as a portfolio manager with Plural Investments. In addition, he worked from 2003 to 2008 as research analyst with Arience Capital. From 2000 to 2003, he worked in investment banking at Bear, Stearns, Co. Inc. Mr. Stone holds a B.S. in Industrial and Labor Relations from Cornell University (2000).
Lukasz H. Thieme, CFA
Lukasz joined Iridian in 2007 and serves as a research analyst for our Mid-Cap Value Equity portfolios. Previously, Lukasz worked as an analyst with LRL/Ritchie Capital, as well as an equity research associate with ABN AMRO. He also worked with Lipper Analytical Services. Lukasz holds both a BA in Economics and an MBA from Columbia University (1998 and 2007, respectively). He is also a Chartered Financial Analyst (2002).
Christopher H. Willis
Chris joined Iridian in 2016 and serves as a research analyst for our Mid-Cap Value Equity portfolios. Previously, Chris worked as a partner and analyst at Impala Asset Management for twelve years. In addition, he worked from 2000 to 2004 as a senior analyst at JP Morgan Fleming Asset Management, from 1999 to 2000 as a senior analyst at Dreyfus Corporation and from 1992 to 1999 as a senior analyst at Schroder & Co. From 1988 to 1992, he worked as a senior analyst with Mabon Securities and Brown Brothers Harriman. He worked in various capacities with EF Hutton from 1983 to 1988. Mr. Willis holds a B.S. in Chemical Engineering from Northeastern University (1982).