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Experienced Founder with a demonstrated history of working in the investment management industry. Skilled in Securities, Investment Advisory, Mutual Funds, Investment Research, and Fundamental Analysis. Strong finance professional with a Bachelor of Science (BS) focused in Finance, Economics from University of Tennessee-Knoxville.
Franklin Street Partners
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Director Of Equity, Director Of Research, Concentrated Equity Strategies - Lead Portfolio ManagerFranklin Street Partners Apr 2013 - PresentHead of Equity Strategies and Director of Research for the Firm. Responsible for the firms view on equity strategy and portfolio management of the firm’s internally managed concentrated equity strategies, Strategic Growth, Partners’ Advantaged, Sustainable, Responsible Equity, Growth & Income Blend and Equity Income. As a member of the firm's investment committee, provides leadership across the investment teams. Prior to joining Franklin Street Partners in 2013, Christy led the RS Investments, LLC, Core Growth Equity Team and managed the Capital Appreciation Fund (formerly Oak Value) for 10 years. She also held a variety of positions including Director of Research, Investment Committee Member and Principal of Oak Value Capital Management Inc., which was acquired by RS Investments, LLC in September, 2010. Ms. Phillips has +25 years of investment professional experience including a long tenure as a Senior Equity Analyst at various sell-side firms including Smith Barney Inc. and Lehman Brothers, in New York. Ms. Phillips received a BS from The University of Tennessee in 1986. Series 65
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Founder, Investment ResearchIndepth Research Corp. Dec 2012 - PresentIndependent Fundamental Equity Research. Business Model Analysis, Valuation Expertise
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Portfolio Manager, Director Of Research - Core Growth Equity StrategyRs Investments Sep 2010 - Dec 2012San Francisco, Ca, UsCo-Portfolio Manager of the Core Growth Investment Strategy portfolios, including separate accounts and the RS Capital Appreciation (formerly Oak Value Capital) mutual fund since 2006. Responsible for the day to day management of the investment team analysts, established research due diligence process, and joint risk oversight of the portfolios. RS Investments purchased Oak Value Capital Management in September, 2010. The portfolio has consistently landed in the large cap growth equity style box by Morningstar for the last 5 years, yet the valuation discipline underscores the core methodology. The fund was ranked in the top 20th percentile in 4 of the last 6 years by Morningstar. Recommended by premier institutional consultant platforms as a core manager. -
Portfolio Management, Director Of ResearchOak Value Capital Management, Inc. Dec 2003 - Sep 2010Principal, Co-Portfolio Manager, Investment Committee, and Director of Research. Oak Value Capital Management was purchased by RS Investments of San Francisco, CA in September of 2010. The Oak Value mutual fund was subsequently changed to the RS Capital Appreciation fund, and designated as the in house Core Growth Strategy - retaining the investment team which has been together since 2003. The investment strategy is a long only, concentrated - yet prudently diversified portfolio, with an emphasis on alpha generation. The strategy seeks advantaged companies with structural, economic, and competitive advantages that emerge as market leaders and demonstrate a clearly defined path to growth. The fund was ranked in the top 20th percentile in 4 of the last 6 years. -
Principal, Institutional ResearchCoker, Palmer, Phillips Investment Securities, Inc. Sep 1998 - Nov 2003Jackson, Ms, UsPrincipal, Institutional Research. Provided investment research exclusively to Friess Associates, manager of the Brandywine and Brandywine Blue mutual funds. Worked directly with the team managed by the CIO of Friess Associates providing investment research and portfolio recommendations on all portfolios. Generalist approach with an emphasis on telecommunications, technology, and retail sectors. -
Senior Equity Analyst, Wireless TelecommunicationsSmith Barney, Inc. Jul 1993 - Mar 1998Managing Director, Smith Barney, New YorkSenior Equity Analyst, Wireless Telecommunications Services and EquipmentIndustry Specialist leading a team of analysts covering the wireless telecommunications services and equipment sectors. Responsibilities included research and recommendations for the institutional investment marketplace; the firm's 10,000 broker network; and advisor on select investment banking opportunities. Selected by the Wall Street Journal as an All-Star Analyst cited for estimate accuracy in 1997. Accomplishments include the Wall Street Journal's All-Star Analyst List in 1997, and selected as one of the "Top Ten Wireless Telecom Analyst's" by Institutional Investor in 1995 and 1996. Formerly named Shearson Smith Barney and Salomon Smith Barney.
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Vice President, Senior Equity AnalystLehman Brothers Jul 1987 - Jul 1993UsSenior Equity Analyst responsible for the Wireless Tele-communications and Cable Television Industries. The wireless industry emerged as many cable companies and private investors began to pursue IPO's of the early stage wireless companies. Participated in the capital efforts as well as ongoing research for the firms institutional and retail clients. Stock selection was recognized for three consecutive years on the firms "Ten Uncommon Values List". Formerly Shearson Lehman Hutton, Shearson Lehman Brothers.
Christy L. Phillips Skills
Christy L. Phillips Education Details
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University Of Tennessee, KnoxvilleEconomics -
University Of North Carolina At Chapel Hill
Frequently Asked Questions about Christy L. Phillips
What company does Christy L. Phillips work for?
Christy L. Phillips works for Franklin Street Partners
What is Christy L. Phillips's role at the current company?
Christy L. Phillips's current role is Head of Equity, Director of Research, Senior Portfolio Manager - Concentrated Equity Strategies.
What is Christy L. Phillips's email address?
Christy L. Phillips's email address is cp****@****pnc.com
What is Christy L. Phillips's direct phone number?
Christy L. Phillips's direct phone number is +191993*****
What schools did Christy L. Phillips attend?
Christy L. Phillips attended University Of Tennessee, Knoxville, University Of North Carolina At Chapel Hill.
What skills is Christy L. Phillips known for?
Christy L. Phillips has skills like Strategic Planning, Global Investment Management, Investment Management, Portfolio Management, Asset Managment, Equity Research, Research, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Investment Banking.
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