Jay joined Egerton in 2003 and is a Partner of Egerton Capital (US), LP. He is a generalist stock picker focused on North America. Prior to joining Egerton, Jay worked for the Center for Financial Research & Analysis (‘CFRA’). CFRA is a forensic accounting firm focused on helping institutional investors identify companies employing aggressive accounting to hide deteriorating operational performance. In his five years at CFRA, Jay was responsible for North American equity research as well as setting up the firm’s European equities business, which he led until joining Egerton. While at CFRA, Jay wrote research reports highlighting some of the well-known accounting stories of that time including Calpine, Xerox, Ahold, and Lernout and Hauspie. Jay is a CFA charter holder, and has degrees from the University of Chicago (MBA) and University of Washington (BA).