V. John Palicka CFA CMT has over 30 years of experience in researching and managing money in global, emerging, and US small-cap stocks. He is currently in his 27th year as President and Chief Portfolio Manager at Global Emerging Growth Capital (GEGC). GEGC provides three major financial services: asset management, corporate finance, and knowledge consulting …
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V. John Palicka CFA CMT has over 30 years of experience in researching and managing money in global, emerging, and US small-cap stocks. He is currently in his 27th year as President and Chief Portfolio Manager at Global Emerging Growth Capital (GEGC). GEGC provides three major financial services: asset management, corporate finance, and knowledge consulting which includes financial training. John’s investment record has been ranked consistently in the upper quartile by consultants and reporting agencies such as Russell, Nelson, PSN, and MMR. Since 1980, his funds have doubled client money every five years, on average* This has been done with excellent risk measures, such as Sharpe and the Information Ratio. He has also advised a niche offshore institutional global fixed income fund for a major bank. Currently, GEGC operates as a family office.
John also beat out several prominent global money managers for the award of a major Polish NIF government fund, and evaluated the largest private equity voucher fund in Bulgaria. He also created an institutional research list of Central and Eastern European companies that outperformed the respective index of MSCI; developed and marketed corporate finance deals in the region, and negotiated joint investment ventures in Russian and the Ukraine. He has also teamed with other managers in advising and developing asset management products in Eastern Europe, GCC, and Asia.
Previously, Mr. Palicka spent 11 years as Managing Director and Chief Portfolio Manager for Midco Investors, an investment boutique in small/mid-cap stocks of the Prudential Insurance Company. During this time, he took an original investment of $25 million and grew it to over $1.5 billion, ranking high against performance measures. Mr. Palicka also spent seven years as an officer of Bankers Trust Co., where he was involved with various commercial banking activities, such as emerging markets lending in the Middle East.
John’s knowledge consulting includes global financial training courses to major asset management, training, and regulatory firms, open public courses, and private tutorial classes with top ratings. John has taught courses in China, Europe, South America, and Europe. He has also created online training programs for major learning companies, such as NYIF and Fitch. He also consults to HNWs, hedge funds, and asset management firms on investment strategies, including Fusion Analysis.
He is a member of the Financial Analysts and Money Managers of New York, and has taught finance courses at the Columbia Business School, Baruch, St. John’s University and New York University. He also teaches the CFA program, CMT Technical Analysis, and several finance courses, such as, portfolio theory, investments, and corporate finance for leading training firms. John has been quoted in business periodicals such as Business Week, Emerging Markets, Equity magazine, and the Wall Street Journal and has been interviewed on CNBC. He has also written articles in various business publications, and is the author of the finance book, Fusion Analysis. Fusion Analysis has attracted global interest and has been translated into Mandarin. Fusion Analysis predicted the post 08’ super bull market in the sweet spots during the dark days of the Great Recession. It produced the ultimate valuation model of combining all four investment forces.
John’s leisure activities are tennis, piano and computer games. He and his wife, Cindy live in Manhattan where they raised their three sons.
* Past performance is no guarantee of future results.
MBA, Finance, Columbia University
BS, Economics, St. John’s University
Chartered Financial Analyst and Chartered Market Technician