Joel Litman

contact?subject=Contact Joel Litman

Litman is a Managing Director at Equity Analysis & Strategy where his team is focused on uncovering significant stock market mispricings. Litman’s clients are some of the largest and most influential investors and investment firms in the world. In the past, Litman has also worked at American Express, Deloitte Consulting, and Credit Suisse First Boston.

When the underlying value of the business greatly differs from the embedded expectations in the stock price, the probability for positioning for out-sized returns is highest. Litman’s work and research focuses on uncovering informational and analytical advantages that can help determine where such securities mis-pricings may exist.

Litman has spoken in venues including:

Harvard Business School
London Business School
The Wharton School of the University of Pennsylvania
SAIF in Shanghai, China
The Center for Strategy, Execution, and Valuation at the Kellstadt MBA Program in Chicago
Investment firms and corporate executive retreats around the world

Litman teaches regularly at top universities and conducts presentations with the CFA Institute’s Retained Speakers Bureau in cities around the world including New York, Chicago, Hong Kong, Tokyo, London, Dubai and elsewhere. He is a member of the Global CFA Institute for Chartered Financial Analysts, a CPA in the United States, holds a B.S. in Accountancy from DePaul University in Chicago, and an MBA/MM from the Kellogg Graduate School of Management at Northwestern University.

Litman’s most important work is funding and building charitable programs for assisting underdeveloped communities, particularly in the Philippines. With the Foundation of Socioeconomic Advancement and the Institute of Strategy & Valuation, “super-full-ride” scholarships and OTJ (On-the-Job Training) programs are provided to right, economically disadvantage students. He is a heavy lender in interest-free microfinance loan programs for small business and entrepreneurs and also an Advisory Board Member of Children International.