John Ajay
About
John Ajay is from Boca Raton, Florida, United States. John is currently Founder at Ajay Capital Management. In John's previous role as a Managing Director / Portfolio Manager at Iridian Asset Management, John worked in until Mar 2012. Prior to joining Iridian Asset Management, John was a Portfolio Manager / Senior Analyst at Principled Capital Management and held the position of Portfolio Manager / Senior Analyst.
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John Ajay's current jobs
• Lead PM & Analyst of the Ajay Focus Fund (a concentrated midcap long-focused US equities fund). Fund’s gross return from inception on 1/1/15 – 5/31/2022 is +222.1% vs. +93.1% for the Russell Midcap Index (+7.8% per year of alpha). • Provided contract-based research services to Iridian Asset Management (2016 – Present) and Akre Capital (2012 – 2014). • Key areas of focus include healthcare, technology, consumer, industrials, and financials.