Profil
Mr. Ashley W.
Long, CFA, is a Managing Director at 1607 Capital Partners LLC.
Mr. Long is a co-founder of 1607 and a senior member of the investment team.
In addition to portfolio management duties, he helps set strategic priorities and team development initiatives across the investment functions and is a member of the firm’s management committee.
Mr. Long was employed as a Principal by Tattersall Advisory Group, Carroll Financial Associates, Inc., and Wheat First Butcher Singer, Inc.
He received his undergraduate degree from the University of Richmond.
Postes actifs de Ashley Watson Long
| Sociétés | Poste | Début |
|---|---|---|
1607 Capital Partners LLC
1607 Capital Partners LLC Investment ManagersFinance 1607 Capital employs a bottom-up, value-oriented approach in selecting closed-end funds based on a proprietary system. They begin their investment process with the collection of data on the universe of investable closed-end funds. The universe of funds generally will include exchange-traded closed-end funds, and other similar commingled investment companies, that invest primarily in domestic and international equities, fixed income products, and ETFs. The firm then uses top-down country and regional data to both confirm the bottom-up research and control risks. | Fondateur | 01/01/2007 |
Anciens postes connus de Ashley Watson Long
| Sociétés | Poste | Fin |
|---|---|---|
Tattersall Advisory Group
Tattersall Advisory Group Investment ManagersFinance Tattersall Advisory Group (TAG) specializes in domestic fixed-income investment strategies. The firm employs a research-intensive investment approach that seeks to add value by: (1) performing bottom-up security analysis (2) conducting rigorous risk/return scenario analysis (3) applying strict relative value analysis and (4) maintaining disciplined risk management. They invest across the full spectrum of short- and long-term investment grade and high yield fixed-income asset classes. TAG's investment approach combines top-down risk controls with strictly enforced portfolio constraints including duration, sector and credit quality parameters. The firm's strategies include: core, core plus, intermediate and high yield. They also offer a variety of short-term products and services including enhanced cash, limited duration, money market, credit research, MBS, structured products and trading | Corporate Officer/Principal | 31/12/2006 |
Carroll Financial Associates, Inc.
Carroll Financial Associates, Inc. Investment ManagersFinance Carroll Financial’s investment committee maintains an approved list of individual securities as well as seven different investment allocation models. The models include Growth, Total Return, Income & Growth, Income, Risk Controlled, Tactical and Capital Preservation. | Corporate Officer/Principal | - |
Wheat First Butcher Singer, Inc.
Wheat First Butcher Singer, Inc. Investment Banks/BrokersFinance Full service investment banking, brokerage and asset management company | Corporate Officer/Principal | - |
Formation de Ashley Watson Long
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 | 5 |
|---|---|
Tattersall Advisory Group
Tattersall Advisory Group Investment ManagersFinance Tattersall Advisory Group (TAG) specializes in domestic fixed-income investment strategies. The firm employs a research-intensive investment approach that seeks to add value by: (1) performing bottom-up security analysis (2) conducting rigorous risk/return scenario analysis (3) applying strict relative value analysis and (4) maintaining disciplined risk management. They invest across the full spectrum of short- and long-term investment grade and high yield fixed-income asset classes. TAG's investment approach combines top-down risk controls with strictly enforced portfolio constraints including duration, sector and credit quality parameters. The firm's strategies include: core, core plus, intermediate and high yield. They also offer a variety of short-term products and services including enhanced cash, limited duration, money market, credit research, MBS, structured products and trading | Finance |
Wheat First Butcher Singer, Inc.
Wheat First Butcher Singer, Inc. Investment Banks/BrokersFinance Full service investment banking, brokerage and asset management company | Finance |
University of Richmond
University of Richmond Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
1607 Capital Partners LLC
1607 Capital Partners LLC Investment ManagersFinance 1607 Capital employs a bottom-up, value-oriented approach in selecting closed-end funds based on a proprietary system. They begin their investment process with the collection of data on the universe of investable closed-end funds. The universe of funds generally will include exchange-traded closed-end funds, and other similar commingled investment companies, that invest primarily in domestic and international equities, fixed income products, and ETFs. The firm then uses top-down country and regional data to both confirm the bottom-up research and control risks. | Finance |
Carroll Financial Associates, Inc.
Carroll Financial Associates, Inc. Investment ManagersFinance Carroll Financial’s investment committee maintains an approved list of individual securities as well as seven different investment allocation models. The models include Growth, Total Return, Income & Growth, Income, Risk Controlled, Tactical and Capital Preservation. | Finance |
















