Profil
Mr. Bill K.
Morrill is a Managing Director & Portfolio Manager at CB Richard Ellis Global Real Estate Securities LLC.
Mr. Morrill joined CBRE Clarion Securities on July 01, 2011 during the merger of ING Clarion Real Estate Securities LLC and CB Richard Ellis Global Real Estate Securities LLC where he held the same function.
Before that, he served as Portfolio Manager to Brown Investment Advisory & Trust Company.
Prior to joining Brown in 2003, he was a Managing Director and Chief Executive Officer of LaSalle since 1995 and the head of the real estate securities operations of its predecessor company since 1985.
Mr. Morrill has a BA from Johns Hopkins University and a Masters of Business Administration from Harvard Business School.
Anciens postes connus de Bill Kelso Morrill
| Sociétés | Poste | Fin |
|---|---|---|
CB Richard Ellis Global Real Estate Securities LLC
CB Richard Ellis Global Real Estate Securities LLC Investment ManagersFinance CB Richard Ellis Global Real Estate Securities (CBRES) offers institutional investors access to the publicly-traded global real estate securities market. The firm manages global REITs that provide portfolio diversification, competitive returns and the opportunity to reduce portfolio risk. They create portfolios of real estate investment programs that are diversified by strategy, country or relative risk/return. These programs are organized into three investment execution groups: core managed accounts, valued-added funds and special situations. | Gestionnaire de Portefeuille-Actions | 30/06/2011 |
Brown Investment Advisory, Inc.
Brown Investment Advisory, Inc. Investment ManagersFinance Brown Investment Advisory offers a variety of investment strategies including Large-Cap Growth, Large-Cap Value, Small-Cap Growth and Fixed-Income. In addition, the firm works with other asset management firms to offer clients access to other strategies including US Small-Cap Value Equity, International Equity, hedge funds-of-funds, alternative asset classes, venture capital funds, buy-out private equity funds, real estate funds and a variety of co-investments. Brown's large-cap growth strategy seeks to invest in diversified portfolios of companies with superior fundamentals, strong, sustainable revenue and earnings growth and attractive valuations. They invest in US large-cap growth stocks and typically hold them for several years. Brown employs fundamental research to select securities and sectors that offer highly competitive, tax-efficient returns. They seek to identify market-leading companies or companies with the potential to become market leaders. They look for rich product cycles, large, growing markets, strong cash flow, proprietary products/services and productive new product development efforts. Brown also looks for growth stock development that occurs after the initial phase of growth in which a catalyst causes rejuvenated growth. Brown's Large-Cap Value strategy seeks to identify out-of-favor situations with downside risk of no more than 20% and upside potential of at least 40%. They look for sound, financially strong, growing companies with proven shareholder-sensitive management. Their strategy is multi-cap, with a minimum market-cap of $500 million and no maximum. Companies should have above average earnings growth, above average profitability and below average valuations. Investments are diversified across a wide range of industries. The firm employs a bottom-up portfolio construction process that is based on the specific attractiveness of each holding. The firm's Small-Cap Growth strategy seeks to invest early and hold investments for the long-term. Brown looks for companies with large business opportunities relative to the company's size and proprietary technology, products, services or distribution systems. Management must have a clear, measurable plan to produce sustainable earnings growth of more than 20% a year. At the time of purchase, stocks must have a market-cap of not more than the largest company in the Russell 2000 Growth Index. Brown actively manages fixed-income portfolios. They employ a disciplined investment process that seeks to exploit changes in sector spreads, security valuations, interest rate trends and yield curve dynamics. | Gestionnaire de Portefeuille-Actions | 01/05/2007 |
CBRE Investment Management Listed Real Assets LLC
CBRE Investment Management Listed Real Assets LLC Investment ManagersFinance CBRE IMLRA actively manages portfolios to either outperform a passive index strategy or achieve a target rate of return through expertise and research of both listed and direct real estate and infrastructure markets. The firm employs top-down market assessment and bottom-up stock selection. | Gestionnaire de Portefeuille-Actions | - |
LaSalle Investment Management Securities LLC
LaSalle Investment Management Securities LLC Investment ManagersFinance LaSalle Securities specializes in providing portfolio management services regarding publicly traded real estate equity securities trading on exchanges in North America, Europe and Asia-Pacific. The universe of publicly traded real estate companies the firm considers for investment is mainly comprised of REITs and real estate operating companies. The firm’s investment strategy is to combine a real estate investment orientation with a value-based investment discipline. Their investment process takes into consideration both top-down and bottom-up analyses to construct portfolios that best meet each particular client's risk/return objective. | Corporate Officer/Principal | - |
Formation de Bill Kelso Morrill
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 6 |
|---|---|
LaSalle Investment Management Securities LLC
LaSalle Investment Management Securities LLC Investment ManagersFinance LaSalle Securities specializes in providing portfolio management services regarding publicly traded real estate equity securities trading on exchanges in North America, Europe and Asia-Pacific. The universe of publicly traded real estate companies the firm considers for investment is mainly comprised of REITs and real estate operating companies. The firm’s investment strategy is to combine a real estate investment orientation with a value-based investment discipline. Their investment process takes into consideration both top-down and bottom-up analyses to construct portfolios that best meet each particular client's risk/return objective. | Finance |
Brown Investment Advisory, Inc.
Brown Investment Advisory, Inc. Investment ManagersFinance Brown Investment Advisory offers a variety of investment strategies including Large-Cap Growth, Large-Cap Value, Small-Cap Growth and Fixed-Income. In addition, the firm works with other asset management firms to offer clients access to other strategies including US Small-Cap Value Equity, International Equity, hedge funds-of-funds, alternative asset classes, venture capital funds, buy-out private equity funds, real estate funds and a variety of co-investments. Brown's large-cap growth strategy seeks to invest in diversified portfolios of companies with superior fundamentals, strong, sustainable revenue and earnings growth and attractive valuations. They invest in US large-cap growth stocks and typically hold them for several years. Brown employs fundamental research to select securities and sectors that offer highly competitive, tax-efficient returns. They seek to identify market-leading companies or companies with the potential to become market leaders. They look for rich product cycles, large, growing markets, strong cash flow, proprietary products/services and productive new product development efforts. Brown also looks for growth stock development that occurs after the initial phase of growth in which a catalyst causes rejuvenated growth. Brown's Large-Cap Value strategy seeks to identify out-of-favor situations with downside risk of no more than 20% and upside potential of at least 40%. They look for sound, financially strong, growing companies with proven shareholder-sensitive management. Their strategy is multi-cap, with a minimum market-cap of $500 million and no maximum. Companies should have above average earnings growth, above average profitability and below average valuations. Investments are diversified across a wide range of industries. The firm employs a bottom-up portfolio construction process that is based on the specific attractiveness of each holding. The firm's Small-Cap Growth strategy seeks to invest early and hold investments for the long-term. Brown looks for companies with large business opportunities relative to the company's size and proprietary technology, products, services or distribution systems. Management must have a clear, measurable plan to produce sustainable earnings growth of more than 20% a year. At the time of purchase, stocks must have a market-cap of not more than the largest company in the Russell 2000 Growth Index. Brown actively manages fixed-income portfolios. They employ a disciplined investment process that seeks to exploit changes in sector spreads, security valuations, interest rate trends and yield curve dynamics. | Finance |
CB Richard Ellis Global Real Estate Securities LLC
CB Richard Ellis Global Real Estate Securities LLC Investment ManagersFinance CB Richard Ellis Global Real Estate Securities (CBRES) offers institutional investors access to the publicly-traded global real estate securities market. The firm manages global REITs that provide portfolio diversification, competitive returns and the opportunity to reduce portfolio risk. They create portfolios of real estate investment programs that are diversified by strategy, country or relative risk/return. These programs are organized into three investment execution groups: core managed accounts, valued-added funds and special situations. | Finance |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Johns Hopkins University
The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CBRE Investment Management Listed Real Assets LLC
CBRE Investment Management Listed Real Assets LLC Investment ManagersFinance CBRE IMLRA actively manages portfolios to either outperform a passive index strategy or achieve a target rate of return through expertise and research of both listed and direct real estate and infrastructure markets. The firm employs top-down market assessment and bottom-up stock selection. | Finance |
















