Pioneer Strategy

Overview

Harbert Pioneer is a fundamental long / short strategy based in New York. Pioneer seeks to capitalize on the investment opportunity created by innovation, expressed across a variety of industries, factors, and styles in a balanced portfolio designed to reduce risk, volatility, and turnover.

The Pioneer team’s differentiated perspective, derived from Portfolio Manager Edward Shaheen’s background across diverse disciplines, has led them to reimagine traditional investment strategies and arrive at Pioneer’s fresh approach. Pioneer’s process is strategically positioned to capitalize on innovation occurring across a variety of industries. Longs include both established companies undergoing business model transitions and those disrupting the status quo.  Shorts are characterized by companies at risk of disruption that are either unable or unwilling to pivot. Pioneer’s long / short strategy presents a perennially attractive opportunity to capitalize on these currents of industrial change in a balanced and thoughtful way that is appropriate for constantly evolving market conditions.

Investment Team

Edward Shaheen
Portfolio Manager

Edward Shaheen is the Portfolio Manager of Harbert Pioneer. He was previously an investor at Tiger Eye Capital LLC, an affiliate of Tiger Management LLC, and served in a variety of investment and leadership roles at Blue Ridge Capital LLC, Morgan Stanley & Co. LLC., Jefferies & Co. LLC, and Sidley Austin LLP.  Mr. Shaheen received a B.S. from Cornell University, a MSc. from London School of Economics and a J.D. from University of Virginia Law School.

Ned Mandel
Analyst

Ned Mandel serves as an Analyst at Harbert Pioneer. Previously, Mr. Mandel gained relevant experience working at Columbia Threadneedle Investments and William Blair & Co. LLC.  Mr. Mandel received a B.A. from Trinity College and a M.B.A. from the Tuck School of Business at Dartmouth College.

Contact
HARBERT PIONEER STRATEGY

U.S. Investors, please contact:
Jen Cahill
jcahill@harbert.net
212.521.6960

555 Madison Avenue
25th Floor
New York, NY 10022

Non-U.S. Investors, please contact:
Michael Larsen
mlarsen@harbert.net
+44 207.408.4131

Brookfield House, Fifth Floor
44 Davies Street
London W1K 5JA UK