Head of Global Equities | Senior Portfolio Manager
Michael J. Donnelly
Leads global equity investing, security selection and portfolio management.
Michael J. Donnelly is Head of Global Equities and a Senior Portfolio Manager at RVS Capital Management Inc. He leads global equity strategies, security selection, portfolio management and the team's research and investment decisions.
He looks for listed companies with durable competitive advantages, strong returns on capital, resilient earnings and long-term growth potential. His approach combines fundamental company analysis with industry trends, valuation and long-term earnings research.
Before joining RVS Capital, he worked in global equity research, thematic investing and sector strategy at international asset managers and investment banks. He led cross-sector teams covering industrials, technology, transportation, business services and consumer companies. Earlier, he analyzed European industrial and transportation equities.
He has more than 20 years of experience in global equities, thematic research, fundamental analysis and portfolio construction. He studied finance and accounting at Providence College.
