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Work Background
Value investors in asymmetrically mispriced alternative real assets.Founder + Partner
Mar. 2024New York City Metropolitan AreaWe invest in misunderstood, mispriced real assets with risk-return asymmetry. Usually the arb exists and is sustained by excessive market fragmentation, obscurity/complexity, hyperlocal relational dependencies, or limited access to capital. Today, while industry agnostic, we see these opportunities in exploratory copper mining, energy/resources, and capital-efficient real assets. We just closed our 5th oil & gas royalty fund, own commercial and industrial real estate in NYC and Southern Florida, recently launched a physical gold trading business buying from artisanal miners capturing a small weekly arbitrage, and own the 3rd largest non-producing gold mine in LatAm. We're assembling a portfolio of family-owned, preproduction copper mines in Peru's copper belt that are backed by extensive technical validation and proven prospectivity. While we refrain from opining on commodity prices, there's an argument for copper's price to rise given that the escalating supply-demand imbalance for "the metal of electrification" is driven by the accelerated growth in AI (data centers=power), the future of transport (EVs), sustainability, and global grid upgrades. Always happy to evaluate deals with quick feedback (industry agnostic) - please reach out to me andrea@abhcm.com
Himmel + MeringoffChief Investment Officer
Mar. 2018 - Sep. 2024Greater New York City Area · On-site
Revere Capital ManagementCofounder and Partner
Jun. 2017• Co-founder of Revere Capital Management, focusing on energy investments in North America.
• Lead investment strategies in royalty-like streams of cash flow in oil & gas, water, and energy businesses.
• With offices and teams in New York and Houston, we integrate institutional analytics with our local presence.
Tierra Resource Partners, LLCFounder and CEO
Apr. 2016 - May. 2017Greater New York City AreaTierra Resource Partners, the predecessor firm of Revere Resources, was a private equity firm that invested in oil and gas assets, specifically, low-risk, low-cost mineral interests in core unconventional US oil and gas basins.
Sanders Capital, LLCInvestment Analyst
Nov. 2009 - Mar. 2016Greater New York City AreaMember of founding team of Sanders Capital, LLC, a global investment manager with over $75 billion in assets under management as of June 30, 2023. It is led by individuals with many decades of experience in investment research and value-oriented portfolio management disciplines. Sanders Capital is a signatory to the Principles for Responsible Investment (PRI).
Brookfield PropertiesSenior Associate
May. 2008 - Nov. 2009Greater New York City Area• Associate on both the acquisitions and leasing teams.
Morgan StanleyInvestment Banking Summer Analyst
Jun. 2007 - Aug. 2007• Securitized Principal Transactions Group – CMBS origination and analysis
• Underwrote and participated in origination of real estate loans greater than $100mm for CMBS
• “Sized” loans to be rated by rating agencies
Lubert-Adler Real Estate FundsReal Estate Private Equity Associate
Oct. 2006 - Apr. 2008Greater Philadelphia Area- Corporate valuation of publicly-traded retailers in distress to apply an OpCo/PropCo strategy to monetize their owned real estate. - Financial analysis of investment and development opportunities for residential investments.
J.P. MorganInvestment Banking Summer Analyst in Sophomore Honors' Program
Jun. 2006 - Aug. 2006Greater New York City AreaConsumer/Healthcare/Retail Investment Banking Group – developed financial models for mergers, acquisitions, LBOs, and divestitures
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