John Zolidis, President & Founder
Independent Registered Investment Advisor (RIA)
Founded in 2017, Quo Vadis Capital is a Registered Investment Advisor (RIA) in the State of New York. We provide single-stock research for professional money manager clients including mutual funds, pension funds and hedge funds. For individual investors we provide investment management services, primarily equity (common stock) portfolios designed to generate long-term tax-efficient appreciation. As an RIA we are fiduciaries with the legal duty to act in our clients’ best interest even ahead of our own.
Founded in Response to Issues Impairing the Value of Traditional Sell-Side Research
Investment research created by large banks, mid-sized banks, and even smaller boutiques is frequently muddled by conflicts of interest and its value diminished by over-distribution. Analysts often feel pressure to have positive ratings to support bankers or to generate corporate access. The time horizon of most research is typically very short, causing analysts to miss long-term winners due to near-term considerations. Lastly, the biggest issue is that most analysts have no proprietary information or process. Our research service, designed for the buy-side, is organized to solve for the Sell-Side’s issues. Our product has very limited distribution, includes both long-term (5+ year) outlooks and near-term focused analysis, and, most importantly, is rooted in our proprietary, proven approach.
Led by Industry Veteran Analyst John Zolidis
Mr. Zolidis started his career in finance in 1996 following degree studies in Philosophy at Kenyon College and the University of Oxford. He has followed retail and restaurants as a senior analyst since 1999, mostly on the sell-side. He also managed money in a buy-side role at a long-short equity fund over 2013-2014. He was named in the Wall Street Journal’s Best on the Street list. Mr. Zolidis founded Quo Vadis in 2017 and works from New York and Paris, France.
Focus is on the U.S. Consumer Sector
Our specialization includes the retail and restaurant sectors and within these, growth companies. Our process is designed specifically for companies operating and opening many units and our objective is to produce insights that cannot be replicated by our clients or competitors.
Frequently cited in the Financial Press
Quo Vadis is often quoted as an industry source and expert opinion. We have been quoted in the Wall Street Journal, Forbes, Fortune, The New York Post, The Street.com, Marketwatch.com and others. Click here to read recent articles which refer to our work or incorporate our viewpoints.