Senior Portfolio Manager And Analyst: Genesis Small Cap Growth Equity Portfolio
CurrentWithin my capacity as a Portfolio Manager, I am responsible for providing comprehensive expertise, direction, and guidance in the construction of client portfolios using Small and SMid Cap strategies. I employ a bottom-up approach to building investment portfolios; develop and utilize quantitative models and support quantitative with qualitative research. Lead collaborative activities with team members to discuss company-specific fundamentals, including financials, supply and demand, and the goods and services provided by the organization. Own responsibility for understanding and communicating model effectiveness monthly for presenting to appropriate stakeholders. Some of my proudest achievements to date include:● Spearheaded a number of new product campaigns to utilize a more diversified portfolio including the launch of Genesis Small Growth● Valued for ability to build consensus amongst diverse group of stakeholders.● Lead reviews of EDGAR filings, conference call transcripts, analyst research reports, and trade publications to inform investment strategies. ● Commended by senior colleagues for launching profitable investment strategies amidst chaotic and volatile market conditions.● Promoted to senior role after successful tenure as Assistant Portfolio Manager of Focused Small Cap Growth product.● Succeeded in building and managing a portfolio with 70 to 90 attractively valued, high quality, stable growth companies that exhibit low price volatility.● Champion investment focus on stock selection as opposed to asset allocation.● Invited on a regular basis to present as a subject matter expert at Furey Research Partners Small Cap Ideas Summits.
