Profil
Mr. Ashvin Viswanathan, CFA, is a Senior Equity Portfolio Manager at Wilmington Trust Investment Advisors, Inc. He has extensive knowledge of quantitative research and portfolio management of U.S.
and global equities.
His experience with managing quantitative equity portfolios serves him well in his current role.
Ash is also a key contributor to the firm's asset allocation factor framework.
Prior to joining the firm, Mr. Viswanathan was an Investment Research Analyst at Zephyr Management LP where he assisted in managing both benchmark aware and absolute return oriented emerging market strategies using a proprietary quantitative discipline.
Before joining Zephyr, he was a member of the global equity team as the senior portfolio engineer at Guardian Capital LP in Toronto, Canada.
He was responsible for R&D on the firm’s proprietary stock selection/risk platform as well as assisting in managing the various long, long-short, and dividend mandates run by the team.
He has over 11 years of industry experience.
He holds a Bachelor of Mathematics, Honors Computer Science degree from the University of Waterloo and a Master of Mathematical Finance degree from the University of Toronto.
He is also a Chartered Financial Analyst.
Postes actifs de Ashvin Viswanathan
| Sociétés | Poste | Début |
|---|---|---|
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance WTIA advises clients with respect to investment of their assets in various types of products, including, individual securities, open-ended mutual funds (such as mutual funds managed by WTIA and/or their affiliates and/or by third-party investment managers), ETFs, private market funds, and SMAs offered by the firm and/or third-party investment managers. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Ashvin Viswanathan
| Sociétés | Poste | Fin |
|---|---|---|
O'Shaughnessy Asset Management LLC
O'Shaughnessy Asset Management LLC Investment ManagersFinance OSAM believes in the value of applying empirical, fundamental research to uncover the best quantitative stock selection strategies. They employ proprietary, quantitative equity analysis and select stocks based on long-term, empirical evidence. The firm seeks to invest in stocks that are selling at a discount but showing good potential for growth. | Analyst-Equity | 10/10/2016 |
Zephyr Management LP
Zephyr Management LP Investment ManagersFinance Zephyr Management invests in mid-market companies located in Africa, South Korea, Mexico and India. The firm focuses on the food & agriculture, infrastructure and financial services sectors. It provides financing for early to growth stage capital requirements. | Corporate Officer/Principal | 31/12/2009 |
Guardian Capital LP
Guardian Capital LP Investment ManagersFinance Guardian Capital mainly uses fundamental analysis techniques in formulating investment advice and managing assets for clients. The firm offers balanced fund mandates, specialty Canadian equity, fixed-income expertise, and investment management for US, international and global mandates. They utilize a bottom-up analysis and seeks to identify companies that have the potential for dividend growth, sustainable income, and capital appreciation over time. | Corporate Officer/Principal | 31/07/2008 |
Formation de Ashvin Viswanathan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance WTIA advises clients with respect to investment of their assets in various types of products, including, individual securities, open-ended mutual funds (such as mutual funds managed by WTIA and/or their affiliates and/or by third-party investment managers), ETFs, private market funds, and SMAs offered by the firm and/or third-party investment managers. | Finance |
Guardian Capital LP
Guardian Capital LP Investment ManagersFinance Guardian Capital mainly uses fundamental analysis techniques in formulating investment advice and managing assets for clients. The firm offers balanced fund mandates, specialty Canadian equity, fixed-income expertise, and investment management for US, international and global mandates. They utilize a bottom-up analysis and seeks to identify companies that have the potential for dividend growth, sustainable income, and capital appreciation over time. | Finance |
Zephyr Management LP
Zephyr Management LP Investment ManagersFinance Zephyr Management invests in mid-market companies located in Africa, South Korea, Mexico and India. The firm focuses on the food & agriculture, infrastructure and financial services sectors. It provides financing for early to growth stage capital requirements. | Finance |
University of Toronto
University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Waterloo
The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
O'Shaughnessy Asset Management LLC
O'Shaughnessy Asset Management LLC Investment ManagersFinance OSAM believes in the value of applying empirical, fundamental research to uncover the best quantitative stock selection strategies. They employ proprietary, quantitative equity analysis and select stocks based on long-term, empirical evidence. The firm seeks to invest in stocks that are selling at a discount but showing good potential for growth. | Finance |
















