About
Omaha is a global equity research company with offices located in Chicago and Paris. We redefine equity analysis by merging two trusted frameworks: CROCI and CFROI with advanced, cutting-edge technology.Our team
Bryant has a distinguished career in finance, serving as Global Director of HOLT Research at Credit Suisse for over 25 years, where he developed innovative valuation models and advanced the HOLT framework, alongside contributions to research on profitability and growth. Bryant holds an MBA in Finance and Strategy from Northwestern University's Kellogg School of Management and is currently pursuing a Master's in Mathematics with a focus on Applied Statistics at DePaul University. He is co-founder at Omaha.
Jordan worked as a Structurer in the Equity/Fund Derivatives division of Goldman Sachs in London. Jordan also held a Quantitative Research position at Morgan Stanley Infrastructure Investment team in New York and at the Paris based Asset Manager Lutetia Capital. After he graduated from Columbia University New-York (MIA in Energy) and from Sciences-Po Paris (Ms in Finance), he joined VIA AM, where he rose to the position of Head of Equity Research & Technology. He is co-founder at Omaha.
Timeline
1990
2000
2010
2020
2024
Early Accounting Critiques
In 1976, Baruch Lev published Financial Statement Analysis: A New Approach. Decades later, in 1999, Bart Madden introduced more practical solutions in CFROI Valuation. Both works highlight how traditional accounting falls short for investors. Despite becoming more detailed and complex than in the early 20th century, information from annual reports has become less valuable to investors.
From Consulting to Modeling
Deutsche Bank developed the CROCI model, led by Pascal Costantini. Credit Suisse created the HOLT framework under Bob Hendricks. Bryant Matthews joined HOLT in 1999 and later became HOLT Global Head of Research.
Incorporating Technology
Jordan Alloun joined VIA AM in 2015 later becoming Head of Research. He acquired CROCI-based expertise and know-how, integrated advanced technologies, and made major model improvements, vastly expanding both coverage and analyst capacity.
Normalization 3.0
Over three years of R&D were dedicated to consolidating our model into a unique Python framework. This enables AI (NLP), iterative adjustments, and reliable Point-in-Time testing, allowing us to demonstrate its statistical impact effectively.
The Birth of Omaha
Entrepreneurs at heart, Bryant, Jordan, and a talented team founded Omaha to revolutionize equity research with their Intelligent Investor framework.