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Ben Terk

Co-Founder, AOF Management

Benjamin D. Terk is a prominent figure in the finance and investment sector, currently serving as the Co-Founder and Head of Research at AOF Management LLC, a firm he established in 2009 alongside Joseph Pretlow. AOF Management is an institutional asset management company based in Los Angeles and New York, focusing on alternative investments and managing over $250 million in assets.13

Education and Early Career

Terk holds a Bachelor's degree in Economics from Duke University and an MBA in Information Strategy and Finance from The Wharton School of the University of Pennsylvania, where he was recognized as a Palmer Scholar, indicating he was among the top students in his class.13 His professional journey began at Morgan Stanley, where he worked as a financial analyst before moving on to various roles, including Chief Financial Officer at Learned Optimism Corp. and a partner at Rho Capital Partners, where he specialized in venture capital investments.13

Professional Experience

In addition to his role at AOF Management, Terk has held several significant positions:

  • Managing Member & Portfolio Manager at AOF Management LLC since its inception.
  • Partner at Rho Capital Partners from 1998 to 2009, focusing on early-stage investments in technology and healthcare sectors.
  • Board member for various companies including Alien Technology Corp. and PHT Corp., showcasing his influence in corporate governance.12

Investment Philosophy

Terk is known for his deep value investment strategy, particularly in small-cap companies. He emphasizes event-driven opportunities and actively seeks to raise the profile of portfolio companies by connecting them with institutional investors.2 His work has been characterized by a focus on identifying undervalued firms with strong market positions that are ripe for growth or acquisition.2

Overall, Ben Terk's extensive background in finance, combined with his strategic leadership at AOF Management, positions him as a significant player in the investment management landscape.

Highlights

Nov 24 · opalesque.com
FUND PROFILES: Active Owners Fund, Pangaea Africa Fund of Funds
Mar 31 · aum13f.com
AOF Management LLC - AUM 13F

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Ben Terk
Ben Terk, photo 1
Ben Terk, photo 2
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Location

New York, New York, United States