Michael Kon, CFA

Critic
DISC Type : C

Director of Research & Portfolio Manager at Summitry

Burlingame, California, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Financial Services
As a senior analyst at Morningstar, he was responsible for covering publicly traded companies across the financial services sector, including banking, payments, and lending.

Media Appearances

Michael Kon, CFA® - Summitry (Team Profile). Featured in Summitry

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Work History

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

Education

MBA from McGill University
BA from Tel Aviv Open University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Burlingame, California, United States Job Level : Mid-senior Designation : Director of Research & Portfolio Manager at Summitry
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Do not use very emotional or colorful language
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Michael

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Michael take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Michael

Personality Compatibility


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