Patrick Malloy

Director of Research - Equity at

Needham & Co. LLC

Finance

Consumer Services

Profile

Mr. Patrick Malloy is a Co-Director of Equity Research at Needham & Co. LLC.
He joined Needham & Company, LLC in 2017, where he led firm's equity sales effort in the Boston region prior to being named Co-Director of Equity Research in November 2018.
Before joining Needham, Pat spent seven years at UBS as a senior producer, and nearly four years at Cowen and Company.
Prior to that, he spent two years as an equities trader at Longwood Investments.
He received his BA from Trinity College in History and was Captain of the school’s National Championship Squash team in 2004.
He is active in the Boston community, including New England Aquarium, Board of Overseers; Squash Busters, Advisory Council; and University Club of Boston, Board of Governors & Admissions Committee.

Patrick Malloy active positions

Companies	Position	Start
Needham & Co. LLC Needham & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Director of Research - Equity	01/11/2018

All active positions of Patrick Malloy

Former positions of Patrick Malloy

Companies	Position	End
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/11/2016
Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/08/2009
Longwood Investment Advisors, Inc. Longwood Investment Advisors, Inc. Investment ManagersFinance Longwood Investment Advisors provides services to pension and profit sharing plans, charitable organizations, individuals, investment companies, pooled investment vehicles and corporations. They manage separate client-focused equity portfolios and hedge funds. Longwood focuses on the US public equity markets, investing in growth-oriented value stocks of small-cap and mid-cap companies. For their small cap growth portfolios, Longwood invests in companies with market capitalizations between $300 million and $1.3 billion. For their small/mid cap growth portfolios, the firm invests in companies with market capitalizations between $600 million and $4 billion. Longwood employs fundamental analysis with a bottom-up stock picking approach to create their portfolios. The firm benchmarks the performance of their portfolios against the Russell 2000 Growth Index and Russell 2500 Growth Index. They use in-house research to make their investments. Longwood is a GARP manager that invests in a limited number of attractive, high quality growth companies that they project will have above-average growth in earnings and ROE. They look to find companies in the early stages of dynamic change that will result in accelerating earnings growth. Investment decisions are based on one criterion: the price at which they buy the stock must be attractive to its long-term intrinsic value. Longwood conducts fundamental research and places a high priority on accurately assessing the intrinsic value of a business before making investments. Longwood's approach is bottom-up and the basis of their fundamental research comes from three sources: stock chart/valuation screening and experience.	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Longwood Investment Advisors, Inc. Longwood Investment Advisors, Inc. Investment ManagersFinance Longwood Investment Advisors provides services to pension and profit sharing plans, charitable organizations, individuals, investment companies, pooled investment vehicles and corporations. They manage separate client-focused equity portfolios and hedge funds. Longwood focuses on the US public equity markets, investing in growth-oriented value stocks of small-cap and mid-cap companies. For their small cap growth portfolios, Longwood invests in companies with market capitalizations between $300 million and $1.3 billion. For their small/mid cap growth portfolios, the firm invests in companies with market capitalizations between $600 million and $4 billion. Longwood employs fundamental analysis with a bottom-up stock picking approach to create their portfolios. The firm benchmarks the performance of their portfolios against the Russell 2000 Growth Index and Russell 2500 Growth Index. They use in-house research to make their investments. Longwood is a GARP manager that invests in a limited number of attractive, high quality growth companies that they project will have above-average growth in earnings and ROE. They look to find companies in the early stages of dynamic change that will result in accelerating earnings growth. Investment decisions are based on one criterion: the price at which they buy the stock must be attractive to its long-term intrinsic value. Longwood conducts fundamental research and places a high priority on accurately assessing the intrinsic value of a business before making investments. Longwood's approach is bottom-up and the basis of their fundamental research comes from three sources: stock chart/valuation screening and experience.	Finance
Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Needham & Co. LLC Needham & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Trinity College Trinity College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services