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Primary Responsibilities

As a Research Analyst and member of the Investment Team, Dan focuses the majority of his time on in-depth, fundamental research of existing portfolio companies, identifying secular trends, and uncovering new investment opportunities. While all Investment Team members are generalists, Dan has developed depth of knowledge and experience in the financials and health care sectors.

Dan Ayre, CFA

Research Analyst
Primary Responsibilities

As a Research Analyst and member of the Investment Team, Dan focuses the majority of his time on in-depth, fundamental research of existing portfolio companies, identifying secular trends, and uncovering new investment opportunities. While all Investment Team members are generalists, Dan has developed depth of knowledge and experience in the financials and health care sectors.

Biography

Dan Ayre, CFA is a Research Analyst on the Investment Team. Prior to joining the firm, Mr. Ayre worked with members of the investment team through multiple internships at the Ricketts Family Office. He joined the investment team full-time as an Associate Research Analyst (2018-2021) and was promoted to Research Analyst. At the Ricketts Family Office, he assisted and performed investment research to support asset allocation and investment decisions. As a full-time member of the investment team, Mr. Ayre conducts in-depth fundamental research on businesses in a number of industries and sectors, including biotechnology, financials, and technology.

He received his undergraduate degree from the Honors Program at the University of Alabama in May 2018 (Summa Cum Laude), where he majored in Finance and Business Management and was awarded the Chartered Financial Analyst designation (2022). 

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