Profil
Anne S.
Budlong is currently a Partner at Tribeca Early Stage Partners.
Previously, she worked as a Director at Credit Suisse Asset Management LLC from 2000 to 2006.
She also served as an Assistant Director at Baring Asset Management Ltd. in 1999.
Anne was a Senior Vice President at Oppenheimer Capital and an Analyst at Clay Finlay LLC from 1991 to 1999.
Additionally, she worked as an Analyst at Oppenheimer & Co., Inc. Anne completed her undergraduate degree at Williams College.
Postes actifs de Anne S. Budlong
| Sociétés | Poste | Début |
|---|---|---|
Tribeca Early Stage Partners
Tribeca Early Stage Partners Investment ManagersFinance Tribeca ESP invests in companies located in the United States and United Kingdom, primarily in London. The firm targets companies operating in the fields of fintech, deep tech & science, data, insurtech and proptech sectors. It provides financing for seed and early stage capital requirements with an investment size of USD 1 - 2 million. | Private Equity Investor | - |
Anciens postes connus de Anne S. Budlong
| Sociétés | Poste | Fin |
|---|---|---|
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance CSAM aims to drive long-term performance and positive impact beyond returns. | Gestionnaire de Portefeuille-Actions | 31/08/2006 |
Baring Asset Management Ltd.
Baring Asset Management Ltd. Investment ManagersFinance Barings UK focuses on building long-term, trusted partnerships with their clients and utilizes an active management approach, built upon fundamental analysis, to help meet their long-term investment goals. The firm leverages its depth and breadth of expertise across the global fixed income, alternative investment and equity markets. Their expansive asset market coverage, includes global fixed income presence and high active equity expertise in international and emerging markets, contributes to the firm’s strength in multi-asset investing. This encompasses solutions such as income, target return and absolute return. | Corporate Officer/Principal | 31/12/1999 |
Clay Finlay LLC
Clay Finlay LLC Investment ManagersFinance Clay Finlay (CF) offers Global, International, Emerging Markets, Pacific Basin and Europe mandates. They tend to invest in the stocks of large-cap companies in the finance, health technology and energy minerals sectors. The firm first creates an investable universe, eliminating companies with highly volatile earnings or insufficient market capitalizations and free float. They then conduct further screening by looking at valuation to long-term growth rates. The firm also screens companies by sector and region. They use internally generated research on the resulting focus list. This includes visits to companies to research valuation, management, financial strength and competitive positioning. CF uses a team approach, with the investment policy committee setting macroeconomic strategy and the Chief Investment Officer and portfolio managers assuming portfolio construction and risk control duties. The firm maintains a high turnover rate. | Analyst-Equity | 31/12/1999 |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Corporate Officer/Principal | 31/12/1990 |
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index. | Gestionnaire de Portefeuille-Actions | - |
Formation de Anne S. Budlong
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 | 7 |
|---|---|
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance CSAM aims to drive long-term performance and positive impact beyond returns. | Finance |
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Oppenheimer manages separate US small-, mid- and large-cap and value equity portfolios and separate non-US international and global equity portfolios. The firm also offers an array of separately managed institutional investment products. Their proprietary research approaches designed to deliver alpha to client portfolios. Oppenheimer's value strategies are designed to generate alpha through research insights that identify securities trading at a discount to intrinsic value. Their value strategy platform contains several equity strategies managed for long-term appreciation over a full market cycle. Their value strategies include large-cap value, mid-cap value, small-cap value, all cap value and balanced value. Oppenheimer's core strategies incorporate a value-oriented investment approach that emphasizes strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their core strategy platform is managed for long-term appreciation over a full market cycle and includes large-cap focus, strategic equity, small-cap core and all cap equity. Oppenheimer's growth strategies employ a bottom-up fundamental research approach. The goal is to identify growing businesses through proprietary fundamental research, bearing in mind a long-term investment horizon. They believe this is the best way to identify differentiated insights about a stock's earnings potential and ultimately generate strong returns. Their growth strategies include large-cap growth, mid-cap growth, small-cap growth and 130/30 S/M growth. The firm's global strategies include core and value-oriented investment approaches that emphasize strong management and franchise quality when analyzing companies and identifying attractive investment opportunities. Their global strategy platform is managed for long-term appreciation over a full market cycle and includes international equity and global equity. Oppenheimer's fixed-income strategies incorporate a multi-sector approach investing in U.S. government, agency and corporate bonds. Their fixed-income strategies seek long-term outperformance of client specific benchmarks over a full market cycle. These strategies include fixed-income core, fixed-income core plus, fixed-income intermediate and fixed-income government/corporate. Oppenheimer also offers structured alpha strategies that integrate their proprietary index options approach with underlying fixed income, passive equity or active equity portfolios. The strategies are designed to achieve absolute-return, alpha-enhancement and beta-hedging. One of the key benefits of this approach is the consistently low correlation of the alpha source to the underlying portfolio. These strategies include structured alpha and enhanced index. | Finance |
Clay Finlay LLC
Clay Finlay LLC Investment ManagersFinance Clay Finlay (CF) offers Global, International, Emerging Markets, Pacific Basin and Europe mandates. They tend to invest in the stocks of large-cap companies in the finance, health technology and energy minerals sectors. The firm first creates an investable universe, eliminating companies with highly volatile earnings or insufficient market capitalizations and free float. They then conduct further screening by looking at valuation to long-term growth rates. The firm also screens companies by sector and region. They use internally generated research on the resulting focus list. This includes visits to companies to research valuation, management, financial strength and competitive positioning. CF uses a team approach, with the investment policy committee setting macroeconomic strategy and the Chief Investment Officer and portfolio managers assuming portfolio construction and risk control duties. The firm maintains a high turnover rate. | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Finance |
Baring Asset Management Ltd.
Baring Asset Management Ltd. Investment ManagersFinance Barings UK focuses on building long-term, trusted partnerships with their clients and utilizes an active management approach, built upon fundamental analysis, to help meet their long-term investment goals. The firm leverages its depth and breadth of expertise across the global fixed income, alternative investment and equity markets. Their expansive asset market coverage, includes global fixed income presence and high active equity expertise in international and emerging markets, contributes to the firm’s strength in multi-asset investing. This encompasses solutions such as income, target return and absolute return. | Finance |
Williams College
Williams College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tribeca Early Stage Partners
Tribeca Early Stage Partners Investment ManagersFinance Tribeca ESP invests in companies located in the United States and United Kingdom, primarily in London. The firm targets companies operating in the fields of fintech, deep tech & science, data, insurtech and proptech sectors. It provides financing for seed and early stage capital requirements with an investment size of USD 1 - 2 million. | Finance |
















