Profil
Bruce W.
Kaser is currently the Managing Director & Head of Equity Research at New Generation Research, Inc. He previously worked as a Vice President at Loomis, Sayles & Co. LP, a Senior Portfolio Manager at RBC Global Asset Management (US), Inc., and a Portfolio Manager at Freedom Capital Management LLC.
He also worked as a Portfolio Manager at Ironwood Investment Management LLC.
Mr. Kaser holds an MBA degree from The University of Chicago and an undergraduate degree from Miami University.
Postes actifs de Bruce W. Kaser
| Sociétés | Poste | Début |
|---|---|---|
New Generation Research, Inc.
New Generation Research, Inc. Investment ManagersFinance Provides investment research | Directeur de la Recherche - Actions | 01/01/2016 |
Anciens postes connus de Bruce W. Kaser
| Sociétés | Poste | Fin |
|---|---|---|
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC GAM-US employs various investment strategies through their investment mandates and based on the objectives and strategies of the clients involved. The firm’s buy, hold and sell decisions are based on each security’s expected risk/return profile, fundamentals, valuation and the ability for a considered transaction to support the portfolio in prudently attaining the client’s specific objectives. Their investment approach draws on both top-down and bottom-up inputs, resulting in an active style of management. | Gestionnaire de Portefeuille-Actions | - |
TIAT LLC
TIAT LLC Investment ManagersFinance FCM is a GARP U.S. large-cap manager. Their research effort begins by using the Russell 1000 Growth, S&P 500 and S&P/Barra Growth indexes as their stock universe. The ultimate benchmark is the S&P 500. For growth stocks, they focus on stocks with industry leadership, pricing power, expanding margins, strong balance sheets and sound management. Value stocks are selected based on low p/e and price-to-book ratios, attractive cash flows and above-average ROE. Overall, the firm will sell a stock when the target price has been reached or fundamentals deteriorate. | Gestionnaire de Portefeuille-Actions | 31/12/2006 |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Gestionnaire de Portefeuille-Actions | - |
Ironwood Investment Management LLC
Ironwood Investment Management LLC Investment ManagersFinance Ironwood applies a fundamental, bottom-up approach in all their investment strategies. The firm primarily invests in companies which they believe are selling at a substantial discount to potential future value and only make an investment after doing their own careful research. They invest in companies across a range of market capitalizations including small and micro-cap companies. | Gestionnaire de Portefeuille-Actions | - |
Formation de Bruce W. Kaser
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 | 7 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Finance |
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC GAM-US employs various investment strategies through their investment mandates and based on the objectives and strategies of the clients involved. The firm’s buy, hold and sell decisions are based on each security’s expected risk/return profile, fundamentals, valuation and the ability for a considered transaction to support the portfolio in prudently attaining the client’s specific objectives. Their investment approach draws on both top-down and bottom-up inputs, resulting in an active style of management. | Finance |
TIAT LLC
TIAT LLC Investment ManagersFinance FCM is a GARP U.S. large-cap manager. Their research effort begins by using the Russell 1000 Growth, S&P 500 and S&P/Barra Growth indexes as their stock universe. The ultimate benchmark is the S&P 500. For growth stocks, they focus on stocks with industry leadership, pricing power, expanding margins, strong balance sheets and sound management. Value stocks are selected based on low p/e and price-to-book ratios, attractive cash flows and above-average ROE. Overall, the firm will sell a stock when the target price has been reached or fundamentals deteriorate. | Finance |
Ironwood Investment Management LLC
Ironwood Investment Management LLC Investment ManagersFinance Ironwood applies a fundamental, bottom-up approach in all their investment strategies. The firm primarily invests in companies which they believe are selling at a substantial discount to potential future value and only make an investment after doing their own careful research. They invest in companies across a range of market capitalizations including small and micro-cap companies. | Finance |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Miami University
Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New Generation Research, Inc.
New Generation Research, Inc. Investment ManagersFinance Provides investment research | Finance |
















