Joe is a shareholder and managing partner and brings nearly fifteen years of company research expertise, investment advisory experience, and client relationship building. Joe manages growth portfolios on a discretionary basis. He follows markets closely and has a deep understanding of GPM’s portfolio companies, our GPM Grade Focus List, and companies in advanced consideration as potential portfolio additions. His extensive research involves analyzing company regulatory filings, presentations, news developments, analyst research reports, and other public material. Joe’s experience is leveraged across GPM mission, portfolio strategy, research focus, investment process execution, and client engagement.
From 2016 to 2021, Joe led Malbork Capital Management, LLC, a Registered Investment Advisor. He managed a private investment partnership for accredited investors and separate accounts for individual clients on a discretionary basis. He executed a global value strategy across all client accounts by primarily investing in a limited number of competitively advantaged and attractively valued companies with numerous reinvestment and growth opportunities.
From 2009 to 2015, Joe was a key member of the GPM team with increasing responsibilities, primarily focused on stock research, financial analysis, and execution of portfolio management strategy. Additional responsibilities included client engagement and support. Prior to 2009, he gained experience working four years part-time while in college.
Joe holds a bachelor’s degree in business administration with a major in finance and minor in economics from the University of Dayton - 2009.
Outside of work, Joe enjoys spending time with family and friends, staying active, and reading. Recent favorites are For God, Country & Coca-Cola, Engines that Move Markets, Amazon Unbound and the Ride of a Lifetime. He is an avid tennis, pickleball and basketball player.