Benner Ulrich

Gestionnaire de Portefeuille-Actions chez

Tocqueville Asset Management LP

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Profil

Mr. Benner Ulrich is a Portfolio Manager at Tocqueville Asset Management LP.
He joined Tocqueville in August of 2017 and manages a value-oriented investment strategy focused on small and mid-capitalization companies.
Mr. Ulrich was previously employed as a Portfolio Manager by Breithorn Capital Management LLC, a Director of Research by Oliver Press Partners LLC, an Analyst by Equinox Capital Management LLC, and an Associate by UBS Securities LLC.
He also served on the board at Emageon, Inc. He received his undergraduate degree from Lehigh University and an MBA from Lehigh University.

Postes actifs de Benner Ulrich

Sociétés	Poste	Début
Tocqueville Asset Management LP Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run.	Gestionnaire de Portefeuille-Actions	01/08/2017

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Anciens postes connus de Benner Ulrich

Sociétés	Poste	Fin
Emageon, Inc. Emageon, Inc. Packaged SoftwareTechnology Services Develops software for hospitals and healthcare networks	Directeur/Membre du Conseil	02/04/2009
Oliver Press Partners LLC Oliver Press Partners LLC Investment ManagersFinance Profile Unavailable	Directeur de la Recherche - Actions	01/01/2009
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/02/2007
Equinox Capital Management LLC Equinox Capital Management LLC Investment ManagersFinance Equinox's uses both quantitative and fundamental methods for selecting stocks. A proprietary multi-factor model combines valuation and market sentiment measures to identify potential purchase candidates within their universe. Undervalued stocks are initially identified by comparing each stock's fundamental valuation relative to its history and its peer group. Measures of market sentiment are then employed to time their purchase closer to the stock's inflection point. The fundamental research process involves analyzing each company's financial statements as well as interviewing company management. Equinox's research team expands on this process by questioning other sources of information such as a company's suppliers, competitors, industry consultants and university professors. Equinox focuses on large-cap US equities in several sectors including, but not limited to, finance, energy minerals and manufacturing. They maintain a high turnover.	Analyst-Equity	01/09/2003
Breithorn Capital Management LLC Breithorn Capital Management LLC Investment ManagersFinance Breithorn Capital Management manages a long-only equity strategy though separate accounts and a Dublin-based UCITS fund, and a long/short equity strategy though the Breithorn Long/Short Fund, a liquid alternative mutual fund. Both strategies employ a value approach and are primarily focused on the U.S. equity market.	Gestionnaire de Portefeuille-Actions	-

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Entreprise privées	7
Equinox Capital Management LLC Equinox Capital Management LLC Investment ManagersFinance Equinox's uses both quantitative and fundamental methods for selecting stocks. A proprietary multi-factor model combines valuation and market sentiment measures to identify potential purchase candidates within their universe. Undervalued stocks are initially identified by comparing each stock's fundamental valuation relative to its history and its peer group. Measures of market sentiment are then employed to time their purchase closer to the stock's inflection point. The fundamental research process involves analyzing each company's financial statements as well as interviewing company management. Equinox's research team expands on this process by questioning other sources of information such as a company's suppliers, competitors, industry consultants and university professors. Equinox focuses on large-cap US equities in several sectors including, but not limited to, finance, energy minerals and manufacturing. They maintain a high turnover.	Finance
Tocqueville Asset Management LP Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run.	Finance
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Oliver Press Partners LLC Oliver Press Partners LLC Investment ManagersFinance Profile Unavailable	Finance
Emageon, Inc. Emageon, Inc. Packaged SoftwareTechnology Services Develops software for hospitals and healthcare networks	Technology Services
Lehigh University Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Breithorn Capital Management LLC Breithorn Capital Management LLC Investment ManagersFinance Breithorn Capital Management manages a long-only equity strategy though separate accounts and a Dublin-based UCITS fund, and a long/short equity strategy though the Breithorn Long/Short Fund, a liquid alternative mutual fund. Both strategies employ a value approach and are primarily focused on the U.S. equity market.	Finance