Stephen D. Corr, Cfa Email and Phone Number
I am a driven, enthusiastic, and dedicated Investment Specialist and Portfolio Manager. The skills I have gained over the last 26 years are suited to engaging knowledgeably with clients on both a stock specific and macro level. Understanding financial models from first principles gives me the ability to communicate clearly and simply with clients the rationale for investment decisions. My experience as a Portfolio Manager allows me to communicate investment processes and decision making with conviction and provides a level of confidence to clients with respect to the importance that will be placed on their specific needs and investment objectives.
Jennison Associates
View- Website:
- jennison.com
- Employees:
- 370
-
Managing DirectorJennison Associates Apr 2024 - PresentUnited Kingdom -
Member Board Of Trustees. Chair Investment Committee.Rs Macdonald Charitable Trust 2018 - PresentUnited KingdomBoard of Trustees RS Macdonald Charitable Trust.The RS Macdonald Trust was set up in 1978. The Trust distributes approx. £3.0ml each year to aid- Tackling Child Abuse & Neglect- Visual Impairment- Neurological Conditions- Medical Research- Animal Welfare- RNLI Lifeboats Having spent 4 years on the Investment Committee and having completed the Certificate in Corporate Governance at INSEAD, I was invited to join the Board of Trustees in January 2023 -
Director, Global EquitiesBaillie Gifford 2016 - 2023United KingdomInvestment Director, Business Development, Global Equities. • Directly responsible for marketing segregated and pooled Global and International vehicles which saw gross inflows in excess of $10bn over 7 years as the business evolved from a DB to DC client base• Product Group Chairman (International Alpha) responsible for existing client management, marketing strategy, new product development, and governance oversight• Investor proxy at all stages of pitching to prospects• Produce Intellectual Capital of interest to clients• Present overseas at Citywire, CFA dinners, Multi-Family Office, and RIA events generating leads for internal sales teams• Write monthly and quarterly commentaries for distribution to multiple audiences• Hire, interview, manage and mentor trainee client service managers over multiple years• Run education sessions for Client Service Managers -
Portfolio ManagerNikko Asset Management Group 2014 - 2016United Kingdom***BLACKROCK/SWIP TEAM MOVED TO NIKKO AM***Investment Director & Portfolio Manager for Global, ACWI & EAFE portfolios.Portfolio Manager for Global, EAFE and ACWI Ex US portfolios with additional responsibility for individual Industrial and Information Technology stocks. Portfolios were run on a concentrated basis, comprising 40-50 stocks.Key responsibilities and achievements,• Top quartile performance successfully migrated from SWIP to Nikko, landing anchor clients at outset.• Undertaking bottom-up stock selection, building financial models to analyse andforecast financial performance• Successfully migrated endowment client from SWIP to Nikko at start-up• Conducting meetings with the management of current and potential investmentcompanies to discuss issues that will impact the investment decision making process• Direct ownership of client relationships, hosting meetings and dealing with clientrequests and queries• Heavily involved in the marketing of funds and portfolios -
Portfolio ManagerScottish Widows Investment Partnership 2011 - 2014United Kingdom***BLACKROCK TEAM MOVED TO SWIP***Investment Director & Portfolio Manager for Global, ACWI & EAFE portfolios.Portfolio manager for five portfolios covering Global, ACWI Ex US and EAFE mandates, for both institutional and retail clients, amounting to approx. $500ml, Portfolios were run on a concentrated basis, comprising 40-50 stocks.Key responsibilities and achievements,• Combined role of Investment Analyst and Portfolio Manager, achieving Citywire A rating• Successfully migrated largest BlackRock EAFE ($250ml) client from BlackRock to SWIP• Responsible for Global Industrials & Technology stock selection• Member of the Global Investment Strategy team that set out the asset allocationdecisions for the Global portfolios• Actively involved in client and consultant pitches -
Portfolio ManagerBlackrock 2001 - 2011United KingdomInvestment Director & Portfolio Manager for ACWI & EAFE portfolios.I was a member of the BlackRock EAFE portfolio team managing money for institutional clients. The team of 3 managed more than $1bl and built up a top quartile ranking over 1, 3, 5 and 7 years in the eVestment EAFE Core Universe.Key responsibilities,• Portfolio management and research of Pan-European, Canadian and Global Materialstocks• Managed a concentrated portfolios of 60 stocks requiring a detailed knowledge of the investible universe and the investment rationale for investment decisions• Actively involved in client and consultant pitches• Actively involved in monthly client report writing and client conference calls
Stephen D. Corr, Cfa Education Details
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Cfa InstituteChartered Financial Analyst -
FinraSeries 7, Series 63. -
Business Studies -
Terenure CollegeSecondary School
Frequently Asked Questions about Stephen D. Corr, Cfa
What company does Stephen D. Corr, Cfa work for?
Stephen D. Corr, Cfa works for Jennison Associates
What is Stephen D. Corr, Cfa's role at the current company?
Stephen D. Corr, Cfa's current role is Managing Director, EMEA - Jennison Associates..
What schools did Stephen D. Corr, Cfa attend?
Stephen D. Corr, Cfa attended Insead, Cfa Institute, Finra, Dublin City University, Terenure College.
Who are Stephen D. Corr, Cfa's colleagues?
Stephen D. Corr, Cfa's colleagues are Marisol Lugo, Gabriel Xue, Arnulfo Polonia M.b.a, Christian Cederqvist, Christina Langone, Michael Kalman, Javohir Kurbanov.
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