Profil
Mr. Andrew M.
Smock, CFA MBA, is a Principal & Co-Chief Investment Officer at Merganser Capital Management LLC and a Manager at Merganser Core Bond Fund II LLC.
In addition to overseeing the investment team, he is also a Portfolio Manager for longer duration strategies.
Mr. Smock was previously employed as a Portfolio Manager by Merganser Capital Management LP and a Consultant by Sibson Consulting.
He received his undergraduate degree from Northwestern University and an MBA from Massachusetts Institute of Technology.
He holds the Chartered Financial Analyst designation.
Postes actifs de Andy Smock
| Sociétés | Poste | Début |
|---|---|---|
Merganser Capital Management LLC
Merganser Capital Management LLC Investment ManagersFinance Merganser’s investment process is designed in such a way that allows the investment team to be flexible and responsive to changes in the markets. Their research process has two broad facets: bottom-up and top-down. The firm employs a disciplined value-oriented approach, aiming to be fully invested at all times in the most attractive sectors. Portfolio optimization techniques are employed to produce high risk-adjusted returns. | Directeur en chef des Investissements | 01/01/2003 |
Merganser Core Bond Fund II LLC
Merganser Core Bond Fund II LLC Investment Trusts/Mutual FundsMiscellaneous Pooled Investment Fund | Corporate Officer/Principal | - |
Anciens postes connus de Andy Smock
| Sociétés | Poste | Fin |
|---|---|---|
Merganser Capital Management LP
Merganser Capital Management LP Investment ManagersFinance Merganser has a very simple investment philosophy. They observe two cardinal principles. First, preserve the client's capital. Second, earn consistent real returns. For each account based on client needs, they set parameters for minimum credit quality, liquidity and maturity range. Within these parameters, they then strive to maximize total return and to outperform client benchmarks. Merganser's investment strategy does not require sacrificing quality, nor is it based on interest rate forecasting. They are fundamental, bottom-up investors, dedicated to understanding intricate fixed-income vehicles, and committed to providing superior returns through identification of securities that are mispriced or have unusually attractive risk/reward characteristics. Because they are not market timers, the firm's approach is to remain fully invested at all times in the most attractive sectors. | Portfolio Manager-Fixed Income | 02/11/2008 |
Sibson Consulting
Sibson Consulting Miscellaneous Commercial ServicesCommercial Services Provides benefit, compensation and human resources consultanting services | Corporate Officer/Principal | 01/01/2002 |
Formation de Andy Smock
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Merganser Capital Management LP
Merganser Capital Management LP Investment ManagersFinance Merganser has a very simple investment philosophy. They observe two cardinal principles. First, preserve the client's capital. Second, earn consistent real returns. For each account based on client needs, they set parameters for minimum credit quality, liquidity and maturity range. Within these parameters, they then strive to maximize total return and to outperform client benchmarks. Merganser's investment strategy does not require sacrificing quality, nor is it based on interest rate forecasting. They are fundamental, bottom-up investors, dedicated to understanding intricate fixed-income vehicles, and committed to providing superior returns through identification of securities that are mispriced or have unusually attractive risk/reward characteristics. Because they are not market timers, the firm's approach is to remain fully invested at all times in the most attractive sectors. | Finance |
Massachusetts Institute of Technology
Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University | Finance |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sibson Consulting
Sibson Consulting Miscellaneous Commercial ServicesCommercial Services Provides benefit, compensation and human resources consultanting services | Commercial Services |
Merganser Capital Management LLC
Merganser Capital Management LLC Investment ManagersFinance Merganser’s investment process is designed in such a way that allows the investment team to be flexible and responsive to changes in the markets. Their research process has two broad facets: bottom-up and top-down. The firm employs a disciplined value-oriented approach, aiming to be fully invested at all times in the most attractive sectors. Portfolio optimization techniques are employed to produce high risk-adjusted returns. | Finance |
Merganser Core Bond Fund II LLC
Merganser Core Bond Fund II LLC Investment Trusts/Mutual FundsMiscellaneous Pooled Investment Fund | Miscellaneous |
















