Chase Oakley

Analyst-Equity at

Eubel Brady & Suttman Asset Management, Inc.

Consumer Services

Finance

Profile

Mr. Chase M.
Oakley, CFA MBA, is a Senior Securities Analyst at Eubel Brady & Suttman Asset Management, Inc. As a member of the Research Group, he is dedicated to equity and fixed income research.
This involves evaluating potential security candidates and analyzing current portfolio holdings.
Prior to joining EBS in 2013, he worked as a Portfolio Accountant for a hedge fund service firm.
He received his undergraduate degree from The Ohio State University and an MBA from Wright State University (Ohio).

Chase Oakley active positions

Companies	Position	Start
Eubel Brady & Suttman Asset Management, Inc. Eubel Brady & Suttman Asset Management, Inc. Investment ManagersFinance EBS seeks to invest in businesses (stocks) that trade at a discount to the firm’s estimate of intrinsic value. The firm search for value in businesses, focuses on the long-term when evaluating businesses and people and think independently of the Wall Street crowd. Equity portfolios are typically diversified across several economic sectors and hold 25 to 35 securities that they believe are attractively priced. EBS may be void or overweight certain sectors. Individual equity positions are generally limited to 5% of the portfolio at initial purchase, and held for three to five years on average. A sell decision can be driven by a security becoming overpriced relative to our estimate of its intrinsic value, a deterioration of the fundamentals or outlook of the business, the position becoming too large in relation to the portfolio, the emergence of a more compelling opportunity or the recognition that their initial investment thesis was flawed.	Analyst-Equity	01/01/2021

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Linked companies

Private companies	3
Eubel Brady & Suttman Asset Management, Inc. Eubel Brady & Suttman Asset Management, Inc. Investment ManagersFinance EBS seeks to invest in businesses (stocks) that trade at a discount to the firm’s estimate of intrinsic value. The firm search for value in businesses, focuses on the long-term when evaluating businesses and people and think independently of the Wall Street crowd. Equity portfolios are typically diversified across several economic sectors and hold 25 to 35 securities that they believe are attractively priced. EBS may be void or overweight certain sectors. Individual equity positions are generally limited to 5% of the portfolio at initial purchase, and held for three to five years on average. A sell decision can be driven by a security becoming overpriced relative to our estimate of its intrinsic value, a deterioration of the fundamentals or outlook of the business, the position becoming too large in relation to the portfolio, the emergence of a more compelling opportunity or the recognition that their initial investment thesis was flawed.	Finance
The Ohio State University The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wright State University (Ohio) Wright State University (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services