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Profil
Ms. Catriona C.
Duncan, CFA MBA, is a Co-Founder & Portfolio Manager at Sankota Capital LLC.
She has over 10 years of analyst experience.
Ms. Duncan was previously employed as an Equity Analyst by Columbia Wanger Asset Management LLC, a Research Analyst by Advisory Research, Inc. and Cupps Capital Management LLC, and a Senior Analyst by Morgan Creek Capital Management LLC.
She received her A.B. in Government from Harvard University and an MBA from The University of Chicago Booth School of Business.
Postes actifs de Catriona Duncan
| Sociétés | Poste | Début |
|---|
Anciens postes connus de Catriona Duncan
| Sociétés | Poste | Fin |
|---|---|---|
Columbia Wanger Asset Management LLC
 Columbia Wanger Asset Management LLC Investment ManagersFinance Columbia Wanger provides professional management of global equity assets using in-house resources to seek superior long-term results. The firm follows a fundamental, research-intensive investment style characterized by unconventional stock picking and a multi-year time horizon. Their investment style can be best described as growth at a reasonable price (GARP). CWAM invests client assets in certain small to medium-cap companies, both US and foreign, that they believe have growth potential, financial strength and fundamental value. Although the firm invests their managed assets primarily in equity securities, they may also invest in other types of securities. | Analyst-Equity | 01/02/2020 |
Morgan Creek Capital Management LLC
 Morgan Creek Capital Management LLC Investment ManagersFinance Morgan Creek’s investment process and strategy embraces the Endowment Model, which is characterized by a focus on asset allocation as the primary driver of return, a value orientation, an appreciation for the liquidity premium, an opportunistic approach to assessing the role of investments within a portfolio, and a forward-thinking, dynamic ability to continuously challenge conventional thinking. Their primary macroeconomic investment themes are forward-looking and long-term (5 to 10 years). | Corporate Officer/Principal | - |
Advisory Research, Inc.
 Advisory Research, Inc. Investment ManagersFinance ARI focuses on actively managed strategies with a focus on long-term capital appreciation. The firm primarily invests client funds in domestic equity securities and American depository receipts (ADRs). | Analyst-Equity | - |
Cupps Capital Management LLC
 Cupps Capital Management LLC Investment ManagersFinance Cupps Capital Management offers a variety of investment strategies that pursue an overall growth investment objective, mainly utilizing both US and foreign equity securities (ADRs). They may also invest client assets in other securities, such as ETFs, or derivatives, such as options, if they determine such investments fit within the the client's investment objectives. Cupps Capital also manages assets for affiliated private hedge funds which utilize long/short strategies. The firm's investment strategies include: Large Cap Growth, Mid Cap Growth, Small Cap Growth, All Cap Growth, and Concentrated Growth. | Analyst-Equity | - |
Formation de Catriona Duncan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Advisory Research, Inc.
Advisory Research, Inc. Investment ManagersFinance ARI focuses on actively managed strategies with a focus on long-term capital appreciation. The firm primarily invests client funds in domestic equity securities and American depository receipts (ADRs). | Finance |
Columbia Wanger Asset Management LLC
Columbia Wanger Asset Management LLC Investment ManagersFinance Columbia Wanger provides professional management of global equity assets using in-house resources to seek superior long-term results. The firm follows a fundamental, research-intensive investment style characterized by unconventional stock picking and a multi-year time horizon. Their investment style can be best described as growth at a reasonable price (GARP). CWAM invests client assets in certain small to medium-cap companies, both US and foreign, that they believe have growth potential, financial strength and fundamental value. Although the firm invests their managed assets primarily in equity securities, they may also invest in other types of securities. | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cupps Capital Management LLC
Cupps Capital Management LLC Investment ManagersFinance Cupps Capital Management offers a variety of investment strategies that pursue an overall growth investment objective, mainly utilizing both US and foreign equity securities (ADRs). They may also invest client assets in other securities, such as ETFs, or derivatives, such as options, if they determine such investments fit within the the client's investment objectives. Cupps Capital also manages assets for affiliated private hedge funds which utilize long/short strategies. The firm's investment strategies include: Large Cap Growth, Mid Cap Growth, Small Cap Growth, All Cap Growth, and Concentrated Growth. | Finance |
Morgan Creek Capital Management LLC
Morgan Creek Capital Management LLC Investment ManagersFinance Morgan Creek’s investment process and strategy embraces the Endowment Model, which is characterized by a focus on asset allocation as the primary driver of return, a value orientation, an appreciation for the liquidity premium, an opportunistic approach to assessing the role of investments within a portfolio, and a forward-thinking, dynamic ability to continuously challenge conventional thinking. Their primary macroeconomic investment themes are forward-looking and long-term (5 to 10 years). | Finance |
The University of Chicago Booth School of Business
 The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
