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Ben Waddicor
Trading-Equity på
J. M. Forbes & Co. LLP
Profil
Benjamin Stephen Waddicor is currently a Portfolio Manager at J.
M.
Forbes & Co. LLP, a position held since 2006.
Formerly, Mr. Waddicor worked as a Senior Tax Associate at Samet & Co. PC.
Education includes an undergraduate degree from Northeastern University, conferred in 2001.
Aktiva positioner av Ben Waddicor
| Företag | Position | Start |
|---|---|---|
J. M. Forbes & Co. LLP
 J. M. Forbes & Co. LLP Investment ManagersFinance JM Forbes & Co. aims to generate strong risk-adjusted returns in good times and careful capital preservation in periods of downturn. The firm employs a core investment style that includes a broad universe of over 100 companies that fit their investment criteria from which a core portfolio of 40-50 names is built. This core equity portfolio is the foundation on which their portfolios are built, along with a blend of fixed income securities. JM Forbes & Co. normally invest in established mid- to large-cap companies in the US and abroad. Their investment approach results in relatively low turnover – so stock holdings might shift approximately 10% to 20% in a given year. | Trading-Equity | 2006-05-01 |
Tidigare kända positioner av Ben Waddicor
| Företag | Position | Slut |
|---|---|---|
Samet & Co. PC
 Samet & Co. PC Miscellaneous Commercial ServicesCommercial Services Operates as an accounting firm | Företagsledare/Principal | - |
Ben Waddicors utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
94
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
J. M. Forbes & Co. LLP
J. M. Forbes & Co. LLP Investment ManagersFinance JM Forbes & Co. aims to generate strong risk-adjusted returns in good times and careful capital preservation in periods of downturn. The firm employs a core investment style that includes a broad universe of over 100 companies that fit their investment criteria from which a core portfolio of 40-50 names is built. This core equity portfolio is the foundation on which their portfolios are built, along with a blend of fixed income securities. JM Forbes & Co. normally invest in established mid- to large-cap companies in the US and abroad. Their investment approach results in relatively low turnover – so stock holdings might shift approximately 10% to 20% in a given year. | Finance |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Samet & Co. PC
Samet & Co. PC Miscellaneous Commercial ServicesCommercial Services Operates as an accounting firm | Commercial Services |
