Vikramaditya Padir

ASSET MANAGEMENT SUMMER ANALYST — Equity Research & Quantitative Analysis

Results‑driven undergraduate applying rigorous fundamental and quantitative methods to equity research, valuation, and portfolio construction. Hands‑on experience with CRSP/Compustat via WRDS, Bloomberg Terminal, and Python/Excel pipelines. Comfortable presenting investment theses and risk frameworks to committees and non‑technical stakeholders.

ROCE vs. Earnings‑Yield Strategy Backtest (1987–2025)  

• Built Python/Excel pipeline sourcing CRSP, Compustat, EDGAR, and Yahoo Finance; corrected survivorship and look‑ahead bias using delisting codes and forward returns.
• Ranked stocks into ROCE% and EBIT/EV deciles; constructed top‑30 portfolios; computed forward returns, volatility, and Sharpe.
• Benchmarked performance (1987–2024 CAGR 15.28% vs. market 10.88%; 2019–2024 CAGR 17.93% vs. market 14.45%); identified refinements to valuation factors and assumptions.

MANGO (Meta, Amazon, Netflix, Google, Oracle) Comps & Valuation

• Built intrinsic and relative valuation models; stress‑tested WACC and terminal growth; compared outputs to third‑party research and market pricing.
• Framed thesis‑level risks, sensitivity tables, and scenario/VaR views; translated findings into communicable investment notes.

Morningstar‑Style Moat Analysis Engine (LLM‑assisted)  — Ongoing

• Classified competitive advantages by source (switching costs, intangible assets, network effects, cost advantages/efficient scale); produced Wide/Narrow/None recommendation with confidence and cited evidence.
• Engineered evidence flags from 10‑K/20‑F, earnings call transcripts, patents/know‑how, customer/supplier concentration, and margin/ROIC trends to score moat durability and trend.
• Integrated as an overlay filter to the ROCE/EY strategy; monitored changes in hit rate, Sharpe, and drawdowns.