STURGIS P. WOODBERRY, CFA
Principle, Founder & Managing Partner

Occam Crest Management – 2021 – Present: Principal and Founder

Iridian Asset Management, 2003 – 2021

Portfolio Manager of the Iridian Charter Fund, LP. 2006- 2021

Portfolio Manager of Iridian Mid Cap Private Business Value from 2009 to 2021.

Analyst, 2003-2006. Focused on wireless, healthcare, homebuilding, minerals, business services.

From 1996 - 2002, he worked seven years as portfolio manager and research analyst with Oppenheimer Capital.

From 1994 to 1996, he served as a mergers and acquisitions associate with Dillon, Read & Co.

From 1989 to 1992, he served as an associate with Citicorp Securities Markets, Inc.

Mr. Woodberry holds an A.B. in History, magna cum laude, from Dartmouth College (1989) and an M.B.A. from Harvard (1994). He is also a Chartered Financial Analyst (1997).

JOHN AJAY, CFA
Partner & Senior Analyst

25 years of Investing Experience:

  • Iridian Asset Management

  • Ajay Capital Management

  • Akre Capital Management

  • Shumway Capital

  • Oppenheimer Capital

  • Fidelity Investments

  • Goldman Sachs

  • Boston Consulting Group

Wharton MBA and Rice University, phi beta kappa. Chartered Financial Analyst (1998).

PAUL PANI
Managing Director, Investor Services

32 years of investment management experience working with family offices, private banks wealth management firms:

  • Iridian Asset Management

  • Confluence Companies

  • Embree Group

  • Kennedy Wilson

  • Natixis Global Associates

  • John A. Levin & Co.

  • PaineWebber

B.A., Economics – University of Colorado, Boulder