Hedgeye Industrials Analyst
JAY VAN SCIVER
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INDUSTRIALS ANALYST JAY VAN SCIVER
Jay Van Sciver is the Industrials and Materials Sector Head, Partner, and a member of the Executive Committee at Hedgeye Risk Management. The Industrials and Materials team delivers differentiated insights into cyclical, secular, and structural dynamics across often misunderstood niche industries. In 2020, Jay was awarded Hedgeye's inaugural Call of the Year (COTY) award for his work on FedEx and the air cargo industry.
Prior to joining Hedgeye, Jay began his investment career on the Buy Side at Brown Brothers Harriman, where he covered cyclical industries, generated strong alpha, and was promoted to Head of Industrials coverage. He later joined LaBranche LLC as a Managing Director, where he led an upstairs proprietary trading desk and ultimately oversaw the firm's market-making algorithmic trading program, requiring significant risk management and quantitative strategy oversight.
Jay subsequently became a partner at Bishop & Carroll Capital Partners, a long/short fund seeded by LaBranche, where he oversaw investments in cyclical industries and further refined his cross-disciplinary investment approach.
Jay earned a Bachelor of Science degree in Chemistry from Yale University, where he was awarded a Howard Hughes Medical Institute Fellowship for his research. While at Brown Brothers Harriman, he completed additional coursework in business, accounting, and data analytics at New York University. Jay is a CFA Charterholder and continues to bring analytical rigor and discipline to his work at Hedgeye.
ABOUT
JAY VAN SCIVER
SECTOR HEAD SPOTLIGHT
FEATURING JAY VAN SCIVER
What's Inside
RETAIL PRO
Retail Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Retail Pro helps you build informed, longer-term exposure within consumer equities enabling investors to professionally manage risk.
✓ HEDGEYE RETAIL POSITION MONITOR
Updates on our favorite Retail long and short ideas from veteran analyst Brian McGough.
✓ INSTITUTIONAL GRADE RESEARCH NOTES
In-depth, fundamental research notes discussing the key takeaways from the earnings releases.
✓ CRITICAL RETAIL WEEKLY CALLOUTS
Weekly analysis of the most notable changes and timely insights throughout the Retail ecosystem.
✓ BEST IDEA ROUNDUPS
A growing library of concise videos dissecting our Retail team’s best stock ideas.
Industrials Analyst
Jay Van Sciver
Jay Van Sciver is the Industrials and Materials Sector Head, Partner, and a member of the Executive Committee at Hedgeye Risk Management. The Industrials and Materials team delivers differentiated insights into cyclical, secular, and structural dynamics across often misunderstood niche industries. In 2020, Jay was awarded Hedgeye's inaugural Call of the Year (COTY) award for his work on FedEx and the air cargo industry.
Prior to joining Hedgeye, Jay began his investment career on the Buy Side at Brown Brothers Harriman, where he covered cyclical industries, generated strong alpha, and was promoted to Head of Industrials coverage. He later joined LaBranche LLC as a Managing Director, where he led an upstairs proprietary trading desk and ultimately oversaw the firm's market-making algorithmic trading program, requiring significant risk management and quantitative strategy oversight.
Jay subsequently became a partner at Bishop & Carroll Capital Partners, a long/short fund seeded by LaBranche, where he oversaw investments in cyclical industries and further refined his cross-disciplinary investment approach.
Jay earned a Bachelor of Science degree in Chemistry from Yale University, where he was awarded a Howard Hughes Medical Institute Fellowship for his research. While at Brown Brothers Harriman, he completed additional coursework in business, accounting, and data analytics at New York University. Jay is a CFA Charterholder and continues to bring analytical rigor and discipline to his work at Hedgeye.
ABOUT
Jay Van Sciver
SECTOR HEAD SPOTLIGHT
What's Inside
RETAIL PRO
Retail Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Retail Pro helps you build informed, longer-term exposure within consumer equities enabling investors to professionally manage risk.
✓ HEDGEYE RETAIL POSITION MONITOR
Updates on our favorite Retail long and short ideas from veteran analyst Brian McGough.
✓ INSTITUTIONAL GRADE RESEARCH NOTES
In-depth, fundamental research notes discussing the key takeaways from the earnings releases. Plus a growing library of HedgeyeTV research calls.
✓ CRITICAL RETAIL WEEKLY CALLOUTS
Weekly analysis of the most notable changes and timely insights throughout the Retail ecosystem.
✓ BEST IDEA ROUNDUPS
A growing library of concise videos dissecting our Retail team’s best stock ideas, providing the key conclusions from our deep-dive Retail presentations
© 2024 Hedgeye Risk Management LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.
What's Inside
RETAIL PRO
Retail Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Retail Pro helps you build informed, longer-term exposure within consumer equities enabling investors to professionally manage risk.
✓ HEDGEYE RETAIL POSITION MONITOR
Updates on our favorite Retail long and short ideas from veteran analyst Brian McGough.
✓ INSTITUTIONAL GRADE RESEARCH NOTES
In-depth, fundamental research notes discussing the key takeaways from the earnings releases.
✓ CRITICAL RETAIL WEEKLY CALLOUTS
Weekly analysis of the most notable changes and timely insights throughout the Retail ecosystem.
✓ BEST IDEA ROUNDUPS
A growing library of concise videos dissecting our Retail team’s best stock ideas
Friday, January 16th @ 12:30PM EST on Dover Corporation (DOV)
INDUSTRIALS PRO
Professionally risk-manage and invest across multiple Industrials sub-sectors with leading research and investable insight from Hedgeye’s Industrials analyst team.
Coverage includes Alternative Energy, Automation, Airlines, Logistics Providers, Electric Vehicles/Autos, Advance Manufacturing Technologies, Building Products, Commercial & Business Services, Trucks/Trucking, Industrial Machinery, and Railroads.
INDUSTRIALS | SHOW
Professionally risk-manage and invest across multiple Industrials sub-sectors with leading research and investable insight from Hedgeye’s Industrials analyst team.
Coverage includes Alternative Energy, Automation, Airlines, Logistics Providers, Electric Vehicles/Autos, Advance Manufacturing Technologies, Building Products, Commercial & Business Services, Trucks/Trucking, Industrial Machinery, and Railroads.
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