Contour Asset


About Us

Contour aims to exploit rapidly evolving trends within TMT in order to deliver strong risk-adjusted returns independent of market direction.

Contour Asset Management LLC is a long/short equity manager focused solely on investing in the technology, media and telecommunications (“TMT”) sectors.  Brummer & Partners, a multi-billion AUM Swedish alternative investment management firm, holds a minority ownership stake in the business.


We seek to leverage industry specific expertise and disciplined portfolio management to target attractive absolute risk-adjusted returns. This is accomplished through long and short investments in equities and derivatives, with a focus on the global technology, media, and telecommunications (“TMT”) sectors.

TMT is defined to be inclusive of all related services, distribution channels (commercial & retail) and/or businesses whose main infrastructure process is IT enabled. While the TMT industry has a long history of innovation and disruption, we believe that the current pace of change is the fastest it has been since at least the late 1990s. In our view, this change can create great opportunity for those companies that can spearhead or quickly adapt to the changing landscape and great risk to those companies who are hindered by their technological or financial legacy.

Contour’s in-depth analysis of industries from a top-down perspective, combined with deep rooted bottom-up company specific analysis, should allow for a greater understanding of changes within the industry over a longer-term horizon. When this level of analysis is applied to both long and short investments, we expect to produce a portfolio that derives the majority of its performance from alpha rather than beta.

We strongly believe that whether the global economy is growing or shrinking, there will be ample opportunity for alpha generation brought about by the on-going disruptive change within the TMT industry.


Prior to the inception of Contour in 2010, David Meyer joined Brummer & Partners in 2004 as a technology analyst covering software and information technology (“IT”) services for Brummer & Partners’ Zenit Fund. In 2005, Mr. Meyer transitioned to Manticore Capital as a senior member of the investment team, which is now solely managed by Contour. Before joining Brummer & Partners, Mr. Meyer was an equity analyst within Morgan Stanley’s Investment Management Group from 1998 – 2004, where he was responsible for covering software, IT services, and IT hardware companies. Mr. Meyer holds a B.A. in Economics from Northwestern University.

Jennifer Brokaw joined Contour Asset Management in February 2013. Before joining Contour, she held positions in Marketing and Investor Relations between 2008-2012 at Ospraie Management, C2J Investments and most recently, Millennium Management. Prior to that, Ms. Brokaw was an investment professional in Private Wealth Management at Goldman Sachs from 2004-2008 and before then a consultant in PricewaterhouseCoopers’ Financial Risk Management Group. Ms. Brokaw graduated with a B.A. in Economics from Cornell University and received an MBA from New York University’s Stern School of Business.

Tom Cahill joined Contour in March 2018.  Before joining Contour, he was a Partner and Head of Business Development for ShearLink Capital, a NY based low-net growth equity fund.  Prior to ShearLink, Mr. Cahill spent five years as a Director of Marketing for Visium Asset Management, a $7B diversified asset manager.  Before Visium, he spent 16 years as a reporter for Bloomberg, covering various areas such as the Bond Market, the Securities industry, Energy and Commodities and Hedge Funds.  Mr. Cahill graduated with a B.A. in American Studies from Colby College.

Abhijith “AJ” Chaganti joined Contour in September 2023. Before joining Contour, he was an associate focused on healthcare services at General Atlantic, a growth equity firm. Prior to that, he was an analyst focused on generalist M&A at PJT Partners, a boutique investment bank. Mr. Chaganti graduated with a Bachelor of Science in Commerce from the University of Virginia, McIntire School of Commerce.

James Collins joined Contour in June 2023. Before joining Contour, he was a Principal focused on consumer and internet investments at Snowhook Capital Management, a N.Y.-based equity long-short hedge fund. Previously, he was an associate at KKR & Co. focused on special situations and consumer & retail private equity, and an investment banking analyst at Perella Weinberg Partners. Mr. Collins earned a Bachelor of Science in Business from the University of Minnesota.

Michael Doody joined Contour Asset Management in January 2013. Before joining Contour, he served as Vice President in Client Service and Business Consulting with Morgan Stanley’s Prime Brokerage group, from 2005 to 2012. Prior to joining Morgan Stanley’s Prime Brokerage group, from 2003 to 2005, Mr. Doody was an equity Research Analyst in Morgan Stanley’s Institutional Equity Research Sales group focusing on Technology stocks. Prior to Equity Research Sales, from 1999 to 2002, Mr. Doody was an Associate in the Technology/Internet Group for Morgan Stanley. Mr. Doody graduated with a B.S. in Marketing from Georgetown University.

Ryan Fiftal joined Contour in April 2017. Before joining Contour, he spent nine years at Morgan Stanley, most recently as an Executive Director in equity research covering U.S. Media/Cable/Satellite as part of a #1 II-ranked team. Prior to Morgan Stanley, Mr. Fiftal was an Associate at Oliver Wyman (formerly Mercer Management Consulting). Mr. Fiftal received a B.A. in Physics and Philosophy from Yale University and an MBA from the Stern School of Business at New York University.

Vanessa Hernandez joined Contour in April 2020. Before joining Contour, she was an Office Manager and Executive Assistant at The Alberleen Group. Prior to Alberleen, Ms. Hernandez was an Executive Assistant for various firms and before then a Media Producer.  Ms. Hernandez graduated with a B.A. in History and an MFA in Media Arts Production from the City College of New York CUNY.

Bronson Kussin joined Contour in April 2024. Before joining Contour, he was a senior analyst covering TMT at Hudson Bay Capital Management. Prior to Hudson Bay, he was an analyst covering TMT at Brookfield Asset Management and Moore Capital Management. He began his career with eight years at Morgan Stanley, most recently in equity research covering U.S. Media/Cable/Satellite as part of a #1 II-ranked team. Mr. Kussin received a B.A. in Economics Summa Cum Laude from Tufts University.

Patrick Murphy joined Contour Asset Management in July 2020. Before joining Contour, he was a manager on the CFO team at Constellation Advisers from 2017-2020. Prior to that, Mr. Murphy worked as the CFO/CCO at Empire Capital Management LLC, the COO at Avet Capital Management LLC, the Controller/Director of Operations at Para Advisors LLC, and as a staff accountant in the government operations at Bear, Stearns & Co. Inc. Mr. Murphy began his career at Klein & Profenna CPAs. He has a B.S. from SUNY Oswego, an MBA from Pace University and is a licensed CPA.

Alpa Rana joined Contour Asset Management in July 2013. Before joining Contour, she spent five years at Morgan Stanley Wealth Management on the operational due diligence team. Prior to MSWM, Ms. Rana spent her career at Natixis Alternative Investment, Celestar Capital Advisors, and AXA Alternative Advisors, managing both the fund and corporate related aspects of the entities. Ms. Rana began her career at Rothstein Kass. She has a B.S. from Montclair State University, an MBA from Rutgers University and is a licensed CPA.

Mit Shah joined Contour Asset Management in July 2012. From 2009 to 2012 he worked at Sanford C. Bernstein, where he was a member of the II-ranked #1 research team covering IT hardware companies. From 2000 - 2007, Mr. Shah held software engineering and management roles at Opsware, Inc. in Sunnyvale, California. Mr. Shah received an M.S. in Electrical Engineering from Stanford University and an MBA from The Wharton School of Business of the University of Pennsylvania.

Michael Tabaksblat joined Contour in March 2014. Before joining Contour, he served as an analyst at PAMLI Capital Management. Prior to PAMLI, he was an assistant trader for Ionic Capital Management, a relative value multi-strategy fund, from 2007 to 2012. Mr. Tabaksblat graduated with a B.A. in Pre Med and History, Minor in Business from the Macaulay/CUNY Honors College at Queens College. In 2015, Michael received a Masters in Accounting from Yeshiva University.

Brian Thackray joined Contour in February 2018. Before joining Contour, he was a Sector Head at Blackrock, where he spent four years leading coverage of the information technology sector for their U.S. Growth funds. Prior to Blackrock, Mr. Thackray was a senior investment analyst at Citadel focused on the tech, media and telecom sector.  From 2004 – 2011, Mr. Thackray was a senior equity analyst at Deutsche Bank following four years at Credit Suisse in an equity research and institutional sales capacity.  Mr. Thackray graduated with a B.S. in Business Administration (concentration in Finance) and a B.S. in Economics from the University of Richmond.

Contact Us

Contour Asset Management

99 Park Avenue
Suite 1540
New York, NY 10016

T: 646.532.6042


Get in touch