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Ben Waddicor
Trading-Equity chez
J. M. Forbes & Co. LLP
Profil
Benjamin Stephen Waddicor is currently a Portfolio Manager at J.
M.
Forbes & Co. LLP, a position held since 2006.
Formerly, Mr. Waddicor worked as a Senior Tax Associate at Samet & Co. PC.
Education includes an undergraduate degree from Northeastern University, conferred in 2001.
Postes actifs de Ben Waddicor
| Sociétés | Poste | Début |
|---|---|---|
J. M. Forbes & Co. LLP
 J. M. Forbes & Co. LLP Investment ManagersFinance JM Forbes & Co. aims to generate strong risk-adjusted returns in good times and careful capital preservation in periods of downturn. The firm employs a core investment style that includes a broad universe of over 100 companies that fit their investment criteria from which a core portfolio of 40-50 names is built. This core equity portfolio is the foundation on which their portfolios are built, along with a blend of fixed income securities. JM Forbes & Co. normally invest in established mid- to large-cap companies in the US and abroad. Their investment approach results in relatively low turnover – so stock holdings might shift approximately 10% to 20% in a given year. | Trading-Equity | 01/05/2006 |
Anciens postes connus de Ben Waddicor
| Sociétés | Poste | Fin |
|---|---|---|
Samet & Co. PC
 Samet & Co. PC Miscellaneous Commercial ServicesCommercial Services Operates as an accounting firm | Corporate Officer/Principal | - |
Formation de Ben Waddicor
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
J. M. Forbes & Co. LLP
J. M. Forbes & Co. LLP Investment ManagersFinance JM Forbes & Co. aims to generate strong risk-adjusted returns in good times and careful capital preservation in periods of downturn. The firm employs a core investment style that includes a broad universe of over 100 companies that fit their investment criteria from which a core portfolio of 40-50 names is built. This core equity portfolio is the foundation on which their portfolios are built, along with a blend of fixed income securities. JM Forbes & Co. normally invest in established mid- to large-cap companies in the US and abroad. Their investment approach results in relatively low turnover – so stock holdings might shift approximately 10% to 20% in a given year. | Finance |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Samet & Co. PC
Samet & Co. PC Miscellaneous Commercial ServicesCommercial Services Operates as an accounting firm | Commercial Services |
