Work
Professional Work
My professional work provides the practical setting for many of the questions I explore here, but this site is not a substitute for the firm’s advisory website.
Global Advisers
Investment work in practice
I founded Global Advisers, LLC in 2014 after a career in the investment industry that began in 1993. My current work includes portfolio management, investment research, firm leadership, client strategy, and the continuing development of the firm’s technology and operating systems.
Global Advisers is the appropriate place for information about advisory services, fees, locations, client processes, regulatory disclosures, and becoming a client. StephenKovach.com is my personal professional and intellectual site.
Current work
Where I spend my professional time
Portfolio Management
Investment strategy, portfolio construction, risk, security and manager selection, fixed income, alternatives, and ongoing oversight.
Research
Top-down and bottom-up analysis connecting economic conditions, policy, industries, companies, securities, and portfolio implications.
Firm Leadership
Strategy, organizational design, people, systems, compliance, operations, and the decisions required to build an investment firm over time.
Technology & Process
Designing tools and workflows that make research, financial planning, portfolio management, client service, and internal decision-making more systematic.
Boundary
A personal site, with a clear professional connection
My work inevitably informs what I write. I also want room to write about subjects that are not client services, investment recommendations, or firm communications. Keeping the two sites distinct makes that boundary clearer.
