Company Introduction
M37 is a Silicon Valley based long/short equity hedge fund specializing in artificial intelligence (AI). It exclusively invests in AI and AI-related public technology companies.
Our investment strategy is to long technology companies that are either enabling or benefiting significantly from this AI-driven transformation, while shorting those that are likely to be disrupted or struggle to adapt. At the core of our approach is rigorous, deep fundamental research aimed at uncovering unique, idiosyncratic investment opportunities rooted in single-stock theses.
Recognizing that the AI industry is continuously advancing, our team goes beyond traditional financial and business analysis. We invest considerable time and resources into researching the latest developments in AI technology and products. This extensive research includes reviewing technical papers, analyzing product specifications and performance reviews, and engaging directly with a network of AI engineers, researchers, scientists, and entrepreneurs.
M37 is committed to fostering a lean, yet exceptionally capable team where each member plays a vital role. Our firm’s culture is built on staying humble, hungry, intellectually curious, and maintaining integrity at all times. Our senior team combines over 50 years of experience in technology hedge fund investing and is deeply committed to mentoring and developing new associates.
While we welcome applications from all qualified candidates eligible to work in the United States, we currently do not offer visa sponsorship.
Job Description
- Conduct in-depth, data-driven fundamental research on public companies within the AI sector.
- Perform advanced technical analysis of the latest AI technologies and products.
- Conduct interviews with senior management of AI-centric and related public companies.
- Facilitate and engage in detailed dialogues with AI researchers, scientists, professors, engineers, and entrepreneurs.
- Build and update comprehensive financial and valuation models for specific companies.
- Construct and refine industry-specific supply/demand models.
- Review quarterly and annual filings and perform forensic accounting analysis.
Qualifications
- Demonstrated passion for public equity long/short investing.
- Strong interest in science and technology, with a firm belief in the AI revolution.
- Solid background in finance, accounting, and both industry-specific and company analysis.
- Exceptional critical thinking abilities, combined with a profound intellectual curiosity and a keen desire to learn.
- Ability to multitask effectively, complemented by superior communication and coordination skills.
- Proactive team player with impeccable integrity.
- Prior experience in the technology sector is preferred but not required.
- Previous experience in investment banking or private equity is highly desirable but not essential.
- Must possess permanent US work authorization.
- Degree in STEM (Science, Technology, Engineering, and Mathematics) is required.