Sentences with phrase «as the portfolio manager covering»

Prior to joining ROBO, he was with Apex Capital from 2002 through 2015 where he served as the portfolio manager covering industrials.

Not exact matches

Furthermore, the 1 percent you pay to your money manager doesn't always cover the costs of buying and selling the stocks and bonds in your portfolio or the sales charges (also known as loads) and administrative fees charged by the mutual funds your manager puts you into.

While at Fidelity he served as a research analyst covering technology, retail, and healthcare and later served as a sector leader and portfolio manager covering healthcare.

He also served as director of MFS Dealer Relations, as national sales manager for MFS Private Portfolio Services and as a wholesaler, covering the southeastern United States for 15 years.

Accolade Wines» general manager for Australia and New Zealand, Michael East, says the company saw the brands as a key part of its global portfolio strategy: «The suite of brands, which also includes Dusky Sounds, Haymaker and Skyleaf, covers outstanding wines from key regions — Marlborough for Sauvignon Blanc, Central Otago for Pinot Noir and aromatics from the Waipara Valley including Riesling and Pinot Gris.»

At Capital Wealth Planning, LLC, we work as an institutional money manager in Naples Florida, offering institutional wire houses and regional broker - dealers throughout the country covered call portfolios through managed account WRAP platforms.

Prior to that, Ian worked at Franklin / Templeton as an equity analyst and portfolio manager, where he began his career as an equity analyst covering a variety of industries, including media, telecom services, pollution control, utilities, gaming, and lodging (1989 — 2003).

Specific strategies for reducing or «hedging» market exposure may include buying put options on individual stocks or stock indices, writing covered call options on stocks which the Fund owns or call options on stock indices, or establishing short futures positions or option combinations (such as simultaneously writing call options and purchasing put options) on one or more stock indices considered by the investment manager to be correlated with the Fund's portfolio.

Previously at Putnam, Mr. Scanlon served as a Portfolio Manager of non-cyclical credit sector strategies and as an Analyst covering the health care, consumer, and retail sectors.

Ken has over 24 years of investment experience and currently serves as a Senior Portfolio Manager for Baird Equity Asset Management's Mid Cap Growth product covering financial services.

Bryan joined FGP in 2007 as a senior analyst covering the Telecom and Financial sectors and became FGP's Small Cap Canadian Equity portfolio manager in 2012.

• Fundamental Sell - Side Analyst with capital markets experience, a developed global view and industry vision • Worked as a published Sell - Side Equity Research Analyst covering Latin America equity and as a Buy - Side Portfolio Manager Associate covering U.S. large cap equity • Developed Consumer / Luxury Goods industry expertise as CFO of an entrepreneurial start - up Fashion company, which included management of cash flow, cap...