I'm Mario, a Bahamian analyst based in Tampa, Florida, building a career in equity research and valuation with a focus on small-cap companies.
I'm particularly interested in the overlooked end of the market, where limited analyst coverage and the size constraints of larger funds can create opportunities for investors willing to do deeper fundamental research.
My work focuses on understanding businesses through their financials, business models, competitive positioning, management, and valuation. I'm driven by the process of identifying where market expectations may differ from underlying business value and developing an informed, independent investment perspective.
My goal is to build a career defined by rigorous analysis, thoughtful judgment, and a willingness to look where others may not.
I grew up in Nassau, Bahamas, and came to Tampa to play college soccer and study economics. A B.A. in Economics at the University of Tampa turned into an M.S. in Financial Mathematics at the Sykes College of Business once I realized the questions I cared about most were about how businesses actually create value, and what that value is worth.
Markets pulled me in because they reward exactly the thing I enjoy, patient and independent work that most people skip.
My first real exposure to markets came at Accurate Wealth Management, where I started as an investments co-op and was kept on as a Trading & Structured Products Analyst. I sat on a small desk running an equity-linked structured-note book, sourcing the equities that backed client allocations and building the operating models, including DCFs on U.S. large-caps, that underwrote them.
This past summer I went home to do something harder, standing up an equity research function from scratch. As the sole equity researcher for a Bahamian investment firm with over $1 billion in AUM, I built bottom-up valuation models on listed Bahamian companies across five sectors, reporting directly to the VP of Investments and the COO. It taught me how to form and defend a view with no one above me to check the work first.
My research lives in the U.S. and Canadian small-cap and micro-cap universe, companies that rarely carry sell-side coverage, which is exactly why they're worth the effort. I screen broadly, read primary filings closely, and build bottom-up DCF models to estimate what a business is really worth, then weigh that against where it trades.
I'm currently a CFA Level I candidate, working through the curriculum alongside my own research and university.
Away from the screen I'm usually playing soccer, golfing, training Muay Thai, playing pickleball, lifting, or cooking. Longer term, I want to build a career bringing real fundamental research to the markets and companies most analysts overlook.