Nate Palmer, CFA, CPA

Portfolio Manager

Nate serves as a portfolio manager for SJF and joined the firm in 2009.

Prior to joining SJF, Nate was a tax consultant with Deloitte & Touche LLP from 2008 to 2009.

Nate has a Bachelor of Science in accounting and finance from The Ohio State University (summa cum laude, with honors) and a Master of Accounting from The Ohio State University (with distinction).

Strategies managed

Long-Short Strategy, Portfolio Manager

Recent insights

Finding Value in an Expensive Market: Long and Short Opportunities

3 May 2024

Portfolio manager Nate Palmer, CFA, shares his insights on navigating market cycles, evaluating company fundamentals and constructing a well-balanced long-short portfolio. (25 min video)

Watch

Embracing Opportunities on Both Sides: A Long-Short Investing Perspective

2 May 2024

In our latest article, discover how we spot undervalued gems and short overvalued companies. With examples like Labcorp and YETI, learn how rigorous business analysis drives our approach. (8 min read)

Read

Avoiding the Interest Rate Assumption Trap

25 May 2023

Rising rates have meaningfully impacted how the market is valuing some businesses. PM Nate Palmer, CFA, CPA, shares how we evaluate businesses in a low-rate environment and the potential pitfalls of interest rate assumptions.

Read