Ian O’Hara
Ian is an Associate at Trevally Capital. He has spent the last four years analyzing the Agency Mortgage-Backed Securities market. His focus has mainly been on the Ginnie Mae MBS Market, the government insurers of Ginnie Mae home loans, and the issuers of GNMA MBS securities.
From 2021 to 2024 Ian was an analyst at Praesagio Partners, where he began to study the intricacies of the government insured mortgage market. Through his in-depth research of the GNMA, FHA, VA, and USDA programs, Ian worked to apply his knowledge of these programs to better understand how these programs influence security behaviors.
In 2024, Ian joined Trevally at inception. At Trevally, Ian combines his knowledge of the GNMA, FHA, VA, USDA programs with in-depth research on Agency MBS issuers to better identify MBS prepayment behaviors. He has taken a proactive role in thesis generation, having successfully pitched several trade ideas, while working directly under Trevally’s CIO. Ian also oversees and produces the internal research that Trevally’s Portfolio Managers utilize in their investment decisions.
Ian graduated from California State Polytechnic University San Luis Obispo (Cal Poly SLO) with a bachelor’s degree in business administration concentrated in quantitative analysis.
From 2021 to 2024 Ian was an analyst at Praesagio Partners, where he began to study the intricacies of the government insured mortgage market. Through his in-depth research of the GNMA, FHA, VA, and USDA programs, Ian worked to apply his knowledge of these programs to better understand how these programs influence security behaviors.
In 2024, Ian joined Trevally at inception. At Trevally, Ian combines his knowledge of the GNMA, FHA, VA, USDA programs with in-depth research on Agency MBS issuers to better identify MBS prepayment behaviors. He has taken a proactive role in thesis generation, having successfully pitched several trade ideas, while working directly under Trevally’s CIO. Ian also oversees and produces the internal research that Trevally’s Portfolio Managers utilize in their investment decisions.
Ian graduated from California State Polytechnic University San Luis Obispo (Cal Poly SLO) with a bachelor’s degree in business administration concentrated in quantitative analysis.