Today we speak with Thomas Hayes, founder of Great Hill Capital, a long/short equity manager based in New York City. Tom outlines the opportunities that he’ll be focusing on in 2022 - from two tangible investment ideas to the sectors that he thinks are most compelling today. He also discusses his value-based investment approach, and areas of portfolio management, such as position sizing and risk management, that are top of mind for investors. He provides further insights into the current commodity cycle, geopolitical risk, and the impact of the crisis in Ukraine.
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About Thomas Hayes
Thomas J. Hayes is Chairman and Managing Member of Great Hill Capital, LLC - a Long/Short Equity Manager based in NYC - servicing Accredited Investors and Qualified Institutions.
Thomas makes regular TV appearances on Fox Business, Yahoo! Finance, Bloomberg, BBC, CGTN America, Cheddar, OAN and i24News. He is frequently quoted in The Wall Street Journal, Financial Times, CNBC, Reuters, Fortune, USA Today, U.S. News & World Report, Kiplinger and MarketWatch.
He graduated from Columbia University and serves on the Pension Commission for the Town of Ridgefield, CT - where he lives with his wife and two daughters.
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