Personal Information
Organization / Workplace
Greater New York City Area United States
Occupation
Senior Portfolio Manager, Large Cap Value Equity
Industry
Finance / Banking / Insurance
About
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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