Sentences with phrase «equity portfolio management team»

In this role, he worked closely with the MFS equity portfolio management team to ensure that ideas were properly evaluated and considered within each strategy.

He is a member of the firm's global equity portfolio management team.

He is a member of the firm's emerging market equity portfolio management team.

In this role, he worked closely with the entire MFS equity portfolio management team to ensure that ideas were properly evaluated and considered within each strategy.

In this role, he oversees the active equity portfolio management teams.

Not exact matches

The portfolio management team uses a variety of investment strategies to search for companies suitable for investment in the fund, including factors such as growth in earnings, return on equity, and revenue.

With a powerful and experienced in - house accounting and finance team, Fairview is able to provide institutional investors with a range of innovative private equity portfolio management solutions.

We have a six - person internal Portfolio Review Committee (PRC) with representation from our Equity, Fixed Income and Portfolio Management teams.

Prior to this role Stuart was a Portfolio Manager in the Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the tTeam where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the tteam across all group strategies as well as research within the teamteam.

In that role, Mike focused on supporting Passive Equity products as a subject matter expert and a liaison between the portfolio management team and the client - facing functions at SSGA.

Alantra is a global investment banking and asset management firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Rmanagement firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and RManagement division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Real Estate

Previously he was chief investment strategist with the firm's active management business and has also led BlackRock's global equity team, serving as a portfolio manager.

Prior to joining Tocqueville, Mr. Wang was a Portfolio Manager and Analyst of the Small Cap Equity Team at Reich & Tang Asset Management starting in 1999, which was merged into the Delafield Asset Management division of Reich & Tang in 2007.

He also serves as a member of the portfolio management team of MFS» US core equity strategies.

He has oversight of MFS» global team of equity portfolio managers, equity institutional management, equity research analysts and equity traders.

He is a member of the MFS Global Equity Management Team and is a portfolio manager of the firm's large - cap core equity portfEquity Management Team and is a portfolio manager of the firm's large - cap core equity portfequity portfolios.

He is a member of the emerging market equity and international small - cap portfolio management teams.

Before establishing LIFT Investment Advisors, Francisco spent over 8 years working in leading Private Equity firms such as Investindustrial, Permira and Demeter Partners getting involved in more than 30 corporate transactions and worked closely with management teams of their portfolio companies.

He manages equity assets on the behalf of Wellington Management's clients, drawing on research from Wellington Management's global industry analysts, equity portfolio managers, and team analysts.

Adam H. Illfelder, CFA is an equity research analyst in Global Equity Portfolio Management on the Valueequity research analyst in Global Equity Portfolio Management on the ValueEquity Portfolio Management on the Value Team.

Please note that we take a team based approach to the management of all emerging market equity portfolios.

Dan is an equity research analyst and portfolio manager on Wellington Management's International Small Cap Portfolio Management Team and is based in Wellington Management's Tokyportfolio manager on Wellington Management's International Small Cap Portfolio Management Team and is based in Wellington Management's TokyPortfolio Management Team and is based in Wellington Management's Tokyo office.

A division of Baird, Chautauqua Capital Management specializes in managing international and global equity portfolios with an average of 20 years» experience on the investment team.

Kim is the head of equity portfolio management in AQR's Global Stock Selection team.

Today, the Richmond, Virginia based company provides Large Cap, Income Equity, Small Cap, Small - mid Cap, Concentrated and Mid Cap portfolio management services to a diverse mix of corporations, trusts, foundations, endowment, pensions, banks, individuals and mutual fund accounts with a team of five portfolio managers.

Andrew M. Corry, CFA, Andrew is a portfolio manager in Global Equity Portfolio Management on the International Contrarian Vaportfolio manager in Global Equity Portfolio Management on the International Contrarian VaPortfolio Management on the International Contrarian Value Team.

Jacques is the head of AQR's Global Stock Selection team and is involved in all aspects of research, portfolio management and strategy development for the firm's equity products and strategies.

Edward is head of the Quality Value Team and an equity portfolio manager at Wellington Management.

Steve is an equity portfolio manager and a member of the Capital Appreciation and Growth Opportunities teams at Wellington Management.

Matthew G. Baker is a portfolio manager in Global Equity Portfolio Management on the Quality Equportfolio manager in Global Equity Portfolio Management on the Quality EquPortfolio Management on the Quality Equity team.

He manages equity assets on behalf of our clients, drawing on research from Wellington Management's global industry analysts, equity portfolio managers, and team analysts.

Andrea is a Principal on AQR's Global Stock Selection team, focusing on research and portfolio management of the Firm's Long / Short and Long - Only equity strategies.

Phil is an equity portfolio manager on Wellington Management's Mid Cap Opportunities Team, which manages accounts for a globally diverse group of individual, institutional, and mutual fund clients.

Previously he was chief investment strategist with the firm's active management business and has also led BlackRock's global equity team, serving as a portfolio manager.

In 2014 James assumed Portfolio Management responsibilities for a number of the team's International Equity portfolios.

Marshall L. Stocker is a vice president of Eaton Vance Management, global macro equity strategist and portfolio manager on Eaton Vance's global income team.

He is responsible for buy and sell decisions, portfolio construction and risk management fo r equity assets managed by the global income team, including an equity fund investing in emerging and frontier markets.

He manages commodity portfolios on behalf of our clients, drawing on research from Wellington Management's global industry analysts, equity portfolio managers, and team analysts.

David A. Chang, CFA, David is a portfolio manager in Global Equity Portfolio Management on the Natural Resourportfolio manager in Global Equity Portfolio Management on the Natural ResourPortfolio Management on the Natural Resources Team.

Rather than dismantling deal data rooms following acquisitions by private equity sponsors, the team has developed a solution whereby deal data rooms are converted for ongoing data management purposes and kept alive in a cost - effective way to assist with preparing portfolio companies for their future sale.

Tags for this Online Resume: Alignment of Business and IT Missions & Strategies, Analytics, Application Development, Asset Management, Asset Valuations, Best Practices, Big Data, Business Development, Business Intelligence, Business Process Reengineering, BPR, Business Strategy, Change Management, Cloud Computing, Consultative Sales, Consulting, Cross-Functional Team Leadership, Customer Relationship Management, CRM, Due Diligence, Enterprise Application Integration, EAI, Enterprise Architecture, Enterprise Resource Planning, ERP, Enterprise Software, Financial Analysis, Forecasting, IT Service Management, ITSM, IT Strategy, Investment Analysis, Investment Strategy, Key Performance Indicators, KPI, Knowledge Management, Managed Service Provider, MSP, Mergers and Acquisitions, M&A, Operations, Operational Efficiency, Operational Excellence, Operations Management, Organizational Development, Portfolio Management, Private Equity, Profit and Loss, P&L, Program Management, Project Management, Regulatory Compliance, ROI, Sales, Salesforce, Sales Management, Security - Oriented Architecture, SOA, Staff Development, Staff Management, Supply Chain, Systems Integration, Training and Development, Training Delivery, Account Management, Client Management, Client Relations, Client Relationship Management, Crisis Communications, Crisis Intervention, Crisis Management, IaaS, Key Account Management, Major Account Management, National Account Management, PaaS, Public Speaking, Risk Assessment, Risk Management, Risk Mitigation, SaaS, Solutions Selling, Strategic Business Planning, Strategic Communications, Strategic Partnerships, Strategic Planning

Also, Equity One Chairman Chaim Katzman leads a young and well - respected management team that improved the company's portfolio quality by enhancing its operational and geographic focus, according to Fitch.