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Jerome Abernathy
Direktör/Styrelseledamot på
ABRDN NATIONAL MUNICIPAL INCOME FUND
Profil
Jerome D.
Abernathy is an Independent Director at abrdn National Municipal Income Fund and Managing Member at Stonebrook Capital Management LLC.
He previously held positions such as Director of Research at Moore Capital Management LP, Director of Research & Managing Director at Security Investors LLC, and Vice President at Merrill Lynch, Pierce, Fenner & Smith, Inc. He was also a Principal at Rydex Advisors LLC and Morgan Stanley & Co. LLC.
Abernathy has served as an Independent Trustee for several firms, including Delaware Investments Minnesota Municipal Income Fund II, Inc., Delaware Investments Dividend & Income Fund, Inc., and Delaware Investments Colorado Municipal Income Fund, Inc. He is also a Trustee for Delaware Ivy High Income Opportunities Fund and Delaware Enhanced Global Dividend & Income Fund.
Abernathy is a Founding Partner & Chief Investment Officer at Belenos Capital Management LLC.
He holds a doctorate from Massachusetts Institute of Technology and an undergraduate degree from Howard University.
Aktiva positioner av Jerome Abernathy
| Företag | Position | Start |
|---|---|---|
| ABRDN NATIONAL MUNICIPAL INCOME FUND | Direktör/Styrelseledamot | 2019-01-01 |
Stonebrook Capital Management LLC | Företagsledare/Principal | 1993-01-01 |
Tidigare kända positioner av Jerome Abernathy
| Företag | Position | Slut |
|---|---|---|
Security Investors LLC
 Security Investors LLC Investment ManagersFinance Security Investors seeks to achieve superior risk-adjusted returns through investments in domestic equities, global equities, fixed-income securities and alternative investments. The firm's domestic equity strategy follows a value-oriented approach and target companies where the stock price does not reflect their internal assessment of intrinsic value, based on their assessment of long-term fundamental expectations and/or risk profile. Their global equity strategy employs a bottom-up stock selection process in a global context. Security Investors fixed-income strategy focuses on the selection of issues based on both structure and credit. They employ top-down decision-making, fundamental analysis and rigorous management of credit risk. | Direktör för Forskning - Aktier | 2012-11-30 |
Rydex Advisors LLC
 Rydex Advisors LLC Investment ManagersFinance Rydex Advisors offers institutional investors and financial intermediaries a wide variety of traditional and non-traditional investment products across 5 five distinct disciplines: (1) actively managed specialty fixed-income (2) value (3) growth (4) global equity and (5) quantitative. The firm employs a rigorous investment strategy in managing all of their funds. PADCO Advisors' benchmark funds seek to provide investment returns that correspond to the performance of a specific benchmark. Their sector funds are managed by teams who employ a quantitative model to select stocks and strive to be fully invested in their respective sectors. The firm's quantitative model involves screening stocks based on market-cap, liquidity and correlation relative to the entire industry sector. PADCO Advisors' quantitative strategy ranks stocks by market-cap and liquidity. For sector funds, the firm also considers the stock's correlation to the sector. The firm also utilizes long/short hedging methods and leveraging in some of their mutual funds. Though not limited by sector, PADCO Advisors tends to invest in the stocks of mid-cap and large-cap US companies in the electronic technology, technology services, healthcare technology, finance and non-energy minerals sectors. | Företagsledare/Principal | 2011-01-02 |
Moore Capital Management LP
 Moore Capital Management LP Investment ManagersFinance Moore Capital generally bases investment decisions on their analysis of fundamental economic, financial and political events, their analysis of the markets themselves and their analysis of the potential risk and reward of a market position. The firm mainly uses fundamental and price and market analysis. In weighing factors to make investment decisions, they pay close attention to each investment's risk-reward potential, how it fits into the risk profile of the entire portfolio and whether it is consistent with their global macro view. | Direktör för Forskning - Aktier | 1992-12-31 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Företagsledare/Principal | 1991-06-30 |
| IVY FUNDS - DELAWARE IVY HIGH INCOME OPPORTUNITIES FUND | Direktör/Styrelseledamot | - |
Jerome Abernathys utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
35
Första gradens relationer
15
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 15 |
|---|---|
Moore Capital Management LP
Moore Capital Management LP Investment ManagersFinance Moore Capital generally bases investment decisions on their analysis of fundamental economic, financial and political events, their analysis of the markets themselves and their analysis of the potential risk and reward of a market position. The firm mainly uses fundamental and price and market analysis. In weighing factors to make investment decisions, they pay close attention to each investment's risk-reward potential, how it fits into the risk profile of the entire portfolio and whether it is consistent with their global macro view. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
Rydex Advisors LLC
Rydex Advisors LLC Investment ManagersFinance Rydex Advisors offers institutional investors and financial intermediaries a wide variety of traditional and non-traditional investment products across 5 five distinct disciplines: (1) actively managed specialty fixed-income (2) value (3) growth (4) global equity and (5) quantitative. The firm employs a rigorous investment strategy in managing all of their funds. PADCO Advisors' benchmark funds seek to provide investment returns that correspond to the performance of a specific benchmark. Their sector funds are managed by teams who employ a quantitative model to select stocks and strive to be fully invested in their respective sectors. The firm's quantitative model involves screening stocks based on market-cap, liquidity and correlation relative to the entire industry sector. PADCO Advisors' quantitative strategy ranks stocks by market-cap and liquidity. For sector funds, the firm also considers the stock's correlation to the sector. The firm also utilizes long/short hedging methods and leveraging in some of their mutual funds. Though not limited by sector, PADCO Advisors tends to invest in the stocks of mid-cap and large-cap US companies in the electronic technology, technology services, healthcare technology, finance and non-energy minerals sectors. | Finance |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors seeks to achieve superior risk-adjusted returns through investments in domestic equities, global equities, fixed-income securities and alternative investments. The firm's domestic equity strategy follows a value-oriented approach and target companies where the stock price does not reflect their internal assessment of intrinsic value, based on their assessment of long-term fundamental expectations and/or risk profile. Their global equity strategy employs a bottom-up stock selection process in a global context. Security Investors fixed-income strategy focuses on the selection of issues based on both structure and credit. They employ top-down decision-making, fundamental analysis and rigorous management of credit risk. | Finance |
Delaware Investments Dividend & Income Fund
 Delaware Investments Dividend & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Delaware Investments Colorado Municipal Income Fund Inc.
 Delaware Investments Colorado Municipal Income Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Delaware Investments Minnesota Municipal Income Fund II Inc.
 Delaware Investments Minnesota Municipal Income Fund II Inc. Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Delaware Investments National Municipal Income Fund
 Delaware Investments National Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Delaware Ivy High Income Opportunities Fund
 Delaware Ivy High Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Massachusetts Institute of Technology
 Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University | Finance |
Howard University
 Howard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Delaware Enhanced Global Dividend & Income Fund
 Delaware Enhanced Global Dividend & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Belenos Capital Management LLC
 Belenos Capital Management LLC Investment ManagersFinance Belenos Capital Management offers three products: the Stonebrook Alternative Beta Program, the Stonebrook FX Carry Program and the Agora Global Program. The Stonebrook Alternative Beta Program seeks to replicate the returns of the overall hedge fund industry without actually investing in hedge funds. The strategy seeks to isolate the 'alternative beta' portion of the return stream of the broad HFRI index and offer it to investors in a lower cost structure than current investment vehicles. Investing only in liquid financial instruments (including futures and securities) enables the Fund to provide greater liquidity, transparency and a lower effective tax rate than typical hedge fund investment vehicles. This Program is accessible through domestic or offshore fund vehicles. The Stonebrook FX Carry Program is an absolute return strategy that exploits the fundamental relationship between interest rates and exchange rates. The FX Carry Program is uncorrelated with other hedge fund strategies and profits from the returns from owning high-yielding currencies financed with low-yielding currencies. The FX Carry Program adds value by identifying periods when investors tend to liquidate their risky holdings. This Program is accessible through domestic or offshore fund vehicles. The Agora Global Program is designed to produce attractive absolute returns through the trading of global sovereign debt, currencies, stock indices and commodities. By constructing portfolios based on price forecasts, the fund generates positive returns across a variety of market conditions. The program uses a tactical asset allocation methodology based on short-term price forecasts coupled with portfolio optimization techniques. This Program is accessible through domestic or offshore fund vehicles. | Finance |
Stonebrook Capital Management LLC |
