Author. Advisor. Investor
Delivering expert insights in equity research, valuation and investment management.
Media Appearances
My work has been featured in numerous media outlets
Hi, i’m Patrick Gregory
I am a finance professor, former institutional portfolio manager, and trusted advisor to investment firms, family offices, and institutions. Through my consulting practice, I offer AI-enhanced investment analyst training, expert witness testimony, and board-level guidance—all grounded in decades of market experience and academic leadership.
Whether you’re navigating complex investment decisions, building analyst capabilities, or seeking expert support in litigation, I bring clarity, credibility, and a deep understanding of the financial landscape. Let’s work together to elevate your strategy and drive meaningful results.
Why Stocks Go Up and Down
Expanded Edition – Now Available
A timeless guide for value investors, Why Stocks Go Up and Down has earned its place as a trusted resource for understanding the forces that shape the market.
The expanded edition offers even deeper insights into valuation, market behavior, and long-term investing strategies.
Learn with Me
For aspiring analysts to seasoned professionals, my courses deliver practical, results-driven knowledge in equity research, valuation, and investment management”
Generating a 28% Return: Investment Advice from Students with the Babson College Fund
Collaborating from around the world, this group of undergraduate and graduate students lives this phrase.
Beyond Rate of Return: Babson Changes Investment Strategy
Spend time in Babson’s classes or with the College’s students and professors.
Teaching, Mentoring, Leading
I’ve had the privilege of teaching over 10,000 students.
Courses Taught
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Seminars Delivered
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Masterclasses Hosted
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What Others Say
Discover what individuals and institutions are saying about their experiences working with me.
I worked closely with Patrick for over seven years as an equity analyst at FM Global. He is a highly skilled and diligent professional investor with expertise across multiple sectors. He made significant contributions to portfolio results on both a short-term and long-term basis by adhering to a disciplined investment approach that blended rigorous bottoms-up work with original thematic top-down insights. His portfolio management abilities, along with his attention to detail and quantitative skills, would make him a valuable asset to any investment organization.
Jeremy Cote
CFA, Trillium Asset Management
Patrick is adept at seamlessly executing both quantitative and fundamental research in equity investing while at the same time employing a level headed GARP framework to valuing a business. By overlaying rigorous portfolio management, Patrick is able to understand and navigate the various risks in managing a Healthcare sector fund, resulting in consistent outperformance. Enthusiasm and a strong work ethic only add to the value Patrick brings to an organization.
Paul Washburn
CFA, FM Global
Professor Gregory is the most professional and hands-on challenging professor I have had the pleasure of learning from and interacting with both inside and outside the classroom. His work ethic and integrity can easily be quantified by looking at the success of not only Bentley College trading room, but even more so in the professional success that all those who have worked under him have met. Patrick is truly an asset to any organization and I look forward to any opportunity to work with him in the future.
Chris Valois
CFA, State Street Global Advisors
Patrick possesses an unparalleled work ethic which allows him to excel at everything I have ever seen him pursue. His passion for finance is exceeded only by his desire to support his intellectual curiosity. Patrick’s integrity and genuine persona make him very easy to work with.
Richard Gibble
CFA, DelCam Capital
I have known Patrick for nearly a decade. During that time, I’ve watched him successfully transition from academia to a career in asset management. Patrick is an intelligent, hardworking, and dedicated professional. In an “eat what you kill” business, Patrick continually refines his investment approach, which combines quantitative analysis and fundamental research. Patrick’s disciplined process allows him to largely avoid the psychological pitfalls that stymie many money managers. It is the strength of his process – and market insights developed over the years – that allow Patrick to consistently outperform his “bogie”, and to do so with a portfolio that is less volatile than the benchmark. In simple terms, Patrick is an alpha generator.
David Wilder
Private Investor
Contact Me
Whether you’re looking for expert financial insight, board service, or tailored consulting, I am here to help.