Michael Kon, CFA in

Michael Kon, CFA

Critic · DISC type C
Director of Research & Portfolio Manager at Summitry
📍 Burlingame, California, United States

Michael Kon is the Director of Research and Portfolio Manager at Summitry, specializing in identifying undervalued, high-quality businesses with durable competitive advantages. A CFA charterholder with an MBA from McGill University, he is responsible for leading in-depth financial analysis and due diligence to maximize portfolio returns for the firm.

He is a recipient of The Wall Street Journals "Best on the Street" award for his stock-picking abilities.

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Experience
25 Years
Current Role
Director of Research & Portfolio Manager
Job Level
Mid-senior
Location
Burlingame, California, United States
Personality Overview

How Michael shows up

Information Seeker
ROI Driven
Objective Thinker

They prefer to analyze logically and value objective facts over emotions. They don’t appreciate bells and whistles unless backed by data. They like to take decisions independently and do not seek others' support often.

Priorities

Topics Michael cares about

Value Investing
His investment strategy centers on buying high-quality businesses with strong competitive advantages at a discount to their intrinsic value.
Competitive Moats
He specializes in finding actionable investment ideas by identifying companies with strong and durable competitive advantages.
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Career

Work history

1-2013
Director of Research & Portfolio Manager
Summitry
4-2006 - 12-2012
Senior Equity Analyst
Morningstar
2005 - 2006
Equity Research Associate
CIBC World Markets
1-1998 - 1-2002
Senior Associate, Mergers & Acquisitions
Rotman & CO
In the press

Media appearances

Michael Kon, CFA® - Summitry (Team Profile). Featured in Summitry
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Education
MBA
McGill University
BA
Tel Aviv Open University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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