Personal Information
Unternehmen/Arbeitsplatz
Greater New York City Area United States
Beruf
Senior Portfolio Manager, Large Cap Value Equity
Branche
Finance / Banking / Insurance
Info
Institutional Large Cap Value Equity portfolio manager. Combined near 30-yrs investment experience on buy- & sell-side. Senior investment professional, responsible for managing mutual fund, separate account & sub-advisory assets, in a concentrated, LCV strategy; possessing strong performance over rolling 3-, 5-, 10-, 15 & ~20-yrs, spanning 2 asset management firms (1998-2016).
Newly segregated individual LCV portfolio performance since Feb. '16 remains at industry-leading levels when compared to LCV peer group and key LCV benchmarks (notably Russell 1000 Value). Detailed, quarterly investment commentaries and monthly investment performance available to connections (see below in "Experie...
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large cap value equity
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investment performance
contrarian investing
conviction
value investing
concentrated portfolio
investment process
portfolio review
investment commentary
portfolio management
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stocks
top decile
valuation
mutual fund
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