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Bradley David Sasser
Directeur Général chez
Sasser Investment Management, Inc.
Profil
Mr. Bradley D.
Sasser, CFA MBA, is a President, Chief Investment Officer & Co-Owner at Sasser Investment Management, Inc. He oversees investment strategy and security selection.
He brings over twenty eight years of portfolio management and securities analysis experience to developing and implementing our contrarian based value investing strategies.
Prior to forming Sasser Investment Management, he was Vice President and director of Investment Management for Insight Capital Research and Management, Inc. There, he directed the portfolio management and trading teams and oversaw the implementation of investment strategy for the $1.3 billion of client assets.
He earned a BS in business administration from the University of California, Berkeley and an MBA from Indiana University.
In 1995, he earned the professional designation of Chartered Financial Analyst and is a member of the CFA Society of San Francisco.
Postes actifs de Bradley David Sasser
| Sociétés | Poste | Début |
|---|---|---|
Sasser Investment Management, Inc.
 Sasser Investment Management, Inc. Investment ManagersFinance Sasser employs a highly personalized approach and partners with clients to tailor strategies around their objectives. The firm utilizes a proven, systematic, and repeatable investment process. Using a bottom-up security selection method, client accounts are engineered with individual stocks, bonds, ETFs, as well as asset-backed alternative investments with zero return correlation to traditional stock and bond markets. | Directeur Général | 01/01/1996 |
Anciens postes connus de Bradley David Sasser
| Sociétés | Poste | Fin |
|---|---|---|
Willamette Capital Management Ltd.
 Willamette Capital Management Ltd. Investment ManagersFinance Profile Unavailable. | Gestionnaire de Portefeuille-Actions | 01/01/2008 |
Insight Capital Research & Management, Inc.
 Insight Capital Research & Management, Inc. Investment ManagersFinance Insight Capital Research & Management (ICRM) is a growth manager that employs quantitative analysis, fundamental research and price performance analysis to identify attractive, rapidly-growing companies. The firm offers a variety of growth equity portfolios, including small-cap, small/mid-cap, large-cap and concentrated. ICRM uses a disciplined, 3-step process to evaluate the investable universe of actively traded US public companies. Their process includes proprietary quantitative analysis, fundamental analysis and stock price performance analysis. The firm begins with a quantitative screening that identifies and ranks companies based on their stock prices relative performance versus the market. To mitigate relative investment risk, ICRM also analyzes the return series risk profiles. Their quantitative analysis is conducted across several time periods and the universe of stocks is regressed against broad market indices. ICRM ranks the universe of stocks based on the ratio of alpha to standard deviation. This results in a list of stocks with the strongest history of outperforming the market while taking into account low historical variance relative to the benchmark index. ICRM's quantitative process also produces a relative strength score for each stock which further narrows the number of companies that are evaluated fundamentally. For each strategy, the firm reviews the top-ranked 500 companies identified through their quantitative research. Typically, 7 to 10 new companies warrant fundamental analysis. ICRM's fundamental analysis seeks to identify companies with strong, sustainable growth in sales and earnings. ICRM looks for companies with highly defensible competitive advantages, rapidly growing markets and exceptional management teams. They review financial statements to determine each company's ROE, debt leverage, margin improvement, cash generation, balance sheet strength and overall quality of earnings and assets. They pay particular attention to a company's market positioning, its reputation, the demand outlook for its products or services, the expected growth in its addressable market and competitive threats. Before a stock is selected for purchase, ICRM analyzes the relative strength of each stock to ensure that those stocks with favorable quantitative characteristics also have also delivered high absolute rates of return. They calculate relative strength by ranking all stocks in the universe by performance over several time periods, with greater weight placed on the most recent data covering the time period in question. Before a stock is purchased, ICRM also reviews it trading history. ICRM's Small-Cap Growth portfolio seeks to invest in the fastest growing small-cap companies. The strategy targets companies in the market-cap range of the Russell 2000 Growth Index. The portfolio typically holds an average of 37 positions. The firm's Institutional Small-Cap Growth portfolio seeks to invest in the fastest growing small-cap companies. The strategy targets companies in the market-cap range of the Russell 2000 Growth Index. The portfolio typically holds an average of 41 positions. ICRM's Concentrated Growth portfolio seeks to invest in a concentrated portfolio of the fastest growing companies. The strategy targets companies in the market-cap range of the Russell 3000 Growth Index. The portfolio typically holds an average of 14 positions. The firm's Large-Cap Growth portfolio seeks to invest in the fastest growing large-cap companies. The strategy targets companies in the market-cap range of the Russell 1000 Growth Index. The portfolio typically holds an average of 36 positions. Though not limited by sector, ICRM tends to invest in the stocks of companies in the electronic technology, consumer non-durables, health technology, consumer durables, retail, technology services and manufacturing sectors. The firm invests primarily in the stocks of US companies, but also has investments in Asia, Europe, Latin America and the Middle East. They invest across all market-caps. ICRM maintains a very high turnover rate. | Corporate Officer/Principal | 01/01/1999 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
Thomson McKinnon Securities, Inc.
 Thomson McKinnon Securities, Inc. Investment Banks/BrokersFinance Operates as security broker dealers | Corporate Officer/Principal | - |
Formation de Bradley David Sasser
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Insight Capital Research & Management, Inc.
Insight Capital Research & Management, Inc. Investment ManagersFinance Insight Capital Research & Management (ICRM) is a growth manager that employs quantitative analysis, fundamental research and price performance analysis to identify attractive, rapidly-growing companies. The firm offers a variety of growth equity portfolios, including small-cap, small/mid-cap, large-cap and concentrated. ICRM uses a disciplined, 3-step process to evaluate the investable universe of actively traded US public companies. Their process includes proprietary quantitative analysis, fundamental analysis and stock price performance analysis. The firm begins with a quantitative screening that identifies and ranks companies based on their stock prices relative performance versus the market. To mitigate relative investment risk, ICRM also analyzes the return series risk profiles. Their quantitative analysis is conducted across several time periods and the universe of stocks is regressed against broad market indices. ICRM ranks the universe of stocks based on the ratio of alpha to standard deviation. This results in a list of stocks with the strongest history of outperforming the market while taking into account low historical variance relative to the benchmark index. ICRM's quantitative process also produces a relative strength score for each stock which further narrows the number of companies that are evaluated fundamentally. For each strategy, the firm reviews the top-ranked 500 companies identified through their quantitative research. Typically, 7 to 10 new companies warrant fundamental analysis. ICRM's fundamental analysis seeks to identify companies with strong, sustainable growth in sales and earnings. ICRM looks for companies with highly defensible competitive advantages, rapidly growing markets and exceptional management teams. They review financial statements to determine each company's ROE, debt leverage, margin improvement, cash generation, balance sheet strength and overall quality of earnings and assets. They pay particular attention to a company's market positioning, its reputation, the demand outlook for its products or services, the expected growth in its addressable market and competitive threats. Before a stock is selected for purchase, ICRM analyzes the relative strength of each stock to ensure that those stocks with favorable quantitative characteristics also have also delivered high absolute rates of return. They calculate relative strength by ranking all stocks in the universe by performance over several time periods, with greater weight placed on the most recent data covering the time period in question. Before a stock is purchased, ICRM also reviews it trading history. ICRM's Small-Cap Growth portfolio seeks to invest in the fastest growing small-cap companies. The strategy targets companies in the market-cap range of the Russell 2000 Growth Index. The portfolio typically holds an average of 37 positions. The firm's Institutional Small-Cap Growth portfolio seeks to invest in the fastest growing small-cap companies. The strategy targets companies in the market-cap range of the Russell 2000 Growth Index. The portfolio typically holds an average of 41 positions. ICRM's Concentrated Growth portfolio seeks to invest in a concentrated portfolio of the fastest growing companies. The strategy targets companies in the market-cap range of the Russell 3000 Growth Index. The portfolio typically holds an average of 14 positions. The firm's Large-Cap Growth portfolio seeks to invest in the fastest growing large-cap companies. The strategy targets companies in the market-cap range of the Russell 1000 Growth Index. The portfolio typically holds an average of 36 positions. Though not limited by sector, ICRM tends to invest in the stocks of companies in the electronic technology, consumer non-durables, health technology, consumer durables, retail, technology services and manufacturing sectors. The firm invests primarily in the stocks of US companies, but also has investments in Asia, Europe, Latin America and the Middle East. They invest across all market-caps. ICRM maintains a very high turnover rate. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
Willamette Capital Management Ltd.
Willamette Capital Management Ltd. Investment ManagersFinance Profile Unavailable. | Finance |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Thomson McKinnon Securities, Inc.
Thomson McKinnon Securities, Inc. Investment Banks/BrokersFinance Operates as security broker dealers | Finance |
Sasser Investment Management, Inc.
Sasser Investment Management, Inc. Investment ManagersFinance Sasser employs a highly personalized approach and partners with clients to tailor strategies around their objectives. The firm utilizes a proven, systematic, and repeatable investment process. Using a bottom-up security selection method, client accounts are engineered with individual stocks, bonds, ETFs, as well as asset-backed alternative investments with zero return correlation to traditional stock and bond markets. | Finance |
