Sam Lippe Email & Phone Number

Professional Equity Investor with extensive experience in large and mid-cap company portfolio management. Performance oriented with success in exceeding multiple benchmarks including Russell 1000 value and S&P 500 at both sector and portfolio level. Strengths in leveraging fundamental corporation knowledge, quantitative discipline, and experience to choose high alpha individual stocks that contribute to performance. Team leader and team player who collaborates effectively with senior managers, consultants, and other departments within multiple firms.

Listed skills include Asset Management, Security Analysis, Risk Management, Performance Attribution, and 5 others.

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  Senior Portfolio Manager

  Rbc Global Asset Management

  2001 - Present - Boston, Ma

  Led a team of four investment professionals managing both value and core portfolios for clients including state pension funds, labor union pension funds, mutual fund (Hennessey), and diverse group of Canadian parent company clients.•Led team discussions on individual stocks, industry outlooks, economics, and risk management while covering specific sectors.•Under a sector neutral approach, managing on average 35% of portfolio, exceeded respective benchmark by 3,500 basis points over life of the product•Product performance at Freedom Capital during 2001 - 2006 exceeded benchmark by wide margin leading to purchase by RBC •Developed extensive and thorough knowledge of numerous companies in assigned sectors including healthcare, materials, financials, consumer staples, and energy.