Jake Bleicher

Portfolio Manager

Previously a Financial Analyst, Jake plays a key role in researching companies to identify potential investment holdings. As a Portfolio Manager on our Investments team, Jake supports continued research in all investment strategies for Carson.

Blog Investments

ARMing the Future: The Year’s Largest IPO Signals a Market Thaw

Posted on September 18, 2023
On Thursday, Arm Holdings (ticker: ARM) made, what some people may say, a triumphant entrance onto the public stage, securing its place as the year’s largest initial public offering …

Blog Investments

Turning the Tide: A Small Cap Resurgence

Posted on September 15, 2023
Small cap stocks have dramatically underperformed large caps year-to-date. This isn’t a recent phenomenon. Small caps have lived in the shadows of their largest peers, particularly mega cap technology …

Blog Investments

On the Margin: Taking the Pulse of Profitability

Posted on September 13, 2023
“Profitability is not an afterthought. It's the foundation of our business.”  - Jeff Bezos Despite slowing sales growth, our on-going optimism about equities continues to be driven by fundamentals. …
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