Joe Shugart

Founder at

Crystal Rock Capital Management LLC

69 year

Consumer Services

Finance

Profile

Mr. Joseph C.
Shugart, CFA MBA, is a Chief Operating Officer & Investment Analyst at Crystal Rock Capital Management LLC.
He is a Founder of the firm and investment role includes analytic responsibilities for financial and healthcare-related industries.
Prior to forming Crystal Rock, Mr. Shugart worked in equity sales, covering middle-market hedge funds and investment advisors at Credit Suisse First Boston from 1999 through 2004.
He transitioned his career towards equities when he joined Lincoln Capital Management (1996 through 1998) as an associate equity analyst with coverage responsibility in the consumer sector.
Prior to joining Lincoln Capital Management, he was a vice president/executive director at Goldman, Sachs & Company.
He worked in New York and London in fixed income sales.
His investment career started at A.G.
Becker Paribas in 1981.
He holds an M.B.A. from the University of Chicago’s Graduate School of Business and a B.A. in History and Economics from Duke University.
He holds the Chartered Financial Analyst designation.

Joe Shugart active positions

Companies	Position	Start
Crystal Rock Capital Management LLC Crystal Rock Capital Management LLC Investment ManagersFinance Crystal Rock specializes in managing publicly traded equities for private investors. The firm seeks to deliver superior, risk-adjusted, equity investment returns by constructing and managing a longer-term oriented, concentrated portfolio and attracting a stable long-term capital base. They use fundamental analysis to uncover opportunities and anticipate revisions in market expectations. Crystal Rock invests in, and closely monitors, a portfolio of “best ideas”, typically consisting of approximately 20 to 25 stocks.	Founder	31/12/2004

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Private companies	3
Duke University Duke University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Crystal Rock Capital Management LLC Crystal Rock Capital Management LLC Investment ManagersFinance Crystal Rock specializes in managing publicly traded equities for private investors. The firm seeks to deliver superior, risk-adjusted, equity investment returns by constructing and managing a longer-term oriented, concentrated portfolio and attracting a stable long-term capital base. They use fundamental analysis to uncover opportunities and anticipate revisions in market expectations. Crystal Rock invests in, and closely monitors, a portfolio of “best ideas”, typically consisting of approximately 20 to 25 stocks.	Finance

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