Michael Beaulieu Email & Phone Number

Lowell, MA, US

Princeton, New Jersey, US

• Sector coverage of the entire Healthcare Industry for four portfolio managers covering small, mid and large cap companies and growth / value investment strategies with over $1 billion in assets under management..
• In six full years of performance, outperformed benchmarks in three years (annual premium to benchmarks in a range of 160bp to 800bp). Performed in-line with benchmarks in two of the six years.
• Performed fundamental research and idea generation within the healthcare industry of small, mid and large cap companies by building product and company models, meeting with management teams, determining valuation and.
• Covered the Energy industry with Medical Devices (2006-2008) and substantially outperformed market averages by maintaining a disciplined investment approach and managing risk during the commodity and market crisis of.

• Part of a centralized equity research group responsible for managing PNC’s Advantage Portfolios (core, growth and value). This group acted as the research arm, supporting existing holdings and providing new ideas to.
• Sector coverage included Medical Devices and Energy. Responsible for generating new ideas and supporting existing holdings through fundamental research including earnings, balance sheet and cash flow forecasting and.
• Developed and maintained earnings and valuation models for companies under coverage. Maintained market and sector ratings, earnings estimates, high / low price targets and long-term growth rates for all companies.

• Worked on a portfolio management team of four, responsible for managing nearly $2b within a concentrated growth mandate.
• Responsible for identifying and analyzing company products or services that drove earnings growth and led to superior returns. Analyzed company business models relative to market position and competitive environment to.
• Monitored investment opportunities in all healthcare sub-sectors (e.g. pharma, biotech, healthcare services, medical devices, etc..) to determine relative weighting and investment opportunities based on company and /.

Implemented a comprehensive risk management program including a management information reporting structure for the Retirement Services business within Trust and Investor Services.

Designed and developed audit plans over Prudential Healthcare functions and Prudential Investment businesses, products, and regulatory environments. Including managing teams, developing comprehensive audit programs and communicating (verbal and written) results to business unit management.

Master Of Business Administration (Mba), Finance

Bs, Business Administration And Management, General