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Chuck Lloyd McKenzie
Plus aucun poste en cours
Profil
Mr. Chuck L.
McKenzie, CFA MBA, is President at FIL Investments (Japan) Ltd.
Prior to joining Geode Capital Management in January 2011, he was the President and Chief Executive Officer at DG Capital Management from June 2009 to June 2010.
Prior to that, he was the Chairman, Chief Executive Officer, and Chief Investment Officer at Trinity Investment Management from September 1999 to March 2009.
He also worked as a Senior Vice President at Fidelity Management & Research Co., an Investment Consultant at Hewitt Associates, Inc. and at Watson Wyatt LLP, and an Account Executive and Regional Marketer at UNUM from June 1979 to June 1982.
Mr. McKenzie earned his BA in Math, Political Science & Education for Bates College in 1979 and his MBA in Finance & Marketing from the University of Chicago in 1984.
He is a CFA charterholder.
Anciens postes connus de Chuck Lloyd McKenzie
| Sociétés | Poste | Fin |
|---|---|---|
FIL Investments (Japan) Ltd.
 FIL Investments (Japan) Ltd. Investment ManagersFinance FIJ is an active, value and growth-oriented manager which focuses on long-term capital appreciation. The firm uses a wide variety of methods of security analysis and investment strategies in managing client assets. Their investment process is bottom-up and informed by in-depth fundamental research on individual companies including an extensive visitation program. Potential investments are first ranked by analysts. Portfolio managers then perform further research on select companies and make investment decisions using a team-oriented process. Portfolios are regularly reviewed by specialized investment committees. | Directeur Général | 07/01/2019 |
DG Capital Management Trust
 DG Capital Management Trust Investment ManagersFinance DG Capital Management employs an opportunistic growth investment strategy that seeks long-term capital growth. Portfolios are typically invested in a broadly diversified selection of companies that the firm believes demonstrate a high probability for superior growth. The firm's investment strategy is based on the belief that corporate earnings are the primary driver of stock prices. They seek to invest in mid- to large-cap companies with growing revenues, strong management teams and reasonable price-to-earnings valuations. DG Capital Management uses a disciplined approach that combines internal research with industry contacts, interviews with company management, trade shows and conferences. The majority of their portfolios have a core-to-growth style bias. They also invest in special situations stocks when such investments will benefit the portfolio. DG Capital Management focuses mainly on the long-term investment horizon with the belief that returns will be superior to other asset classes and that growth stocks generally provide the best opportunities for significant capital appreciation. They also believe that stock market volatility makes capital preservation strategies important as well. The firm's active investment strategy allows them to quickly react to changing market conditions and to increase cash levels and/or employ short selling as a defensive measure when they believe stocks are overvalued. DG Capital Management invests across a broad range of sectors including, but not limited to finance, energy mineral, process industries, electronic technology, consumer non-durables and technology services. The firm invests globally, with emphasis on companies located in the US, Canada and Europe. DG Capital Management maintains a medium turnover rate. | President | 30/09/2010 |
OFI Global Institutional, Inc.
 OFI Global Institutional, Inc. Investment ManagersFinance OFI Institutional Asset Management (OFI) focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm employs a variety of investment analyses including economic, fundamental, technical, quantitative and top-down. OFI's equity investment strategies include: Large-Cap Core, Small & Mid Cap Growth Equity, Value & Income Equity, Emerging Markets Equity, and Global Equity. Their fixed income strategies include: Investment Grade Debt, Global Debt, Rochester Municipals, Multi-Sector Fixed Income, and Cash Strategies. OFI also offers Alternative and Global Multi-Asset investment strategies. | President | 28/02/2009 |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Corporate Officer/Principal | 31/12/1998 |
Fidelity Management Trust Co.
 Fidelity Management Trust Co. Regional BanksFinance Operates as a nondepository trust company | Corporate Officer/Principal | 31/12/1998 |
Formation de Chuck Lloyd McKenzie
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Finance |
OFI Global Institutional, Inc.
OFI Global Institutional, Inc. Investment ManagersFinance OFI Institutional Asset Management (OFI) focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm employs a variety of investment analyses including economic, fundamental, technical, quantitative and top-down. OFI's equity investment strategies include: Large-Cap Core, Small & Mid Cap Growth Equity, Value & Income Equity, Emerging Markets Equity, and Global Equity. Their fixed income strategies include: Investment Grade Debt, Global Debt, Rochester Municipals, Multi-Sector Fixed Income, and Cash Strategies. OFI also offers Alternative and Global Multi-Asset investment strategies. | Finance |
MetLife, Inc.
 MetLife, Inc. Multi-Line InsuranceFinance Provides insurance, annuities, employee benefits and asset management services | Finance |
DG Capital Management Trust
DG Capital Management Trust Investment ManagersFinance DG Capital Management employs an opportunistic growth investment strategy that seeks long-term capital growth. Portfolios are typically invested in a broadly diversified selection of companies that the firm believes demonstrate a high probability for superior growth. The firm's investment strategy is based on the belief that corporate earnings are the primary driver of stock prices. They seek to invest in mid- to large-cap companies with growing revenues, strong management teams and reasonable price-to-earnings valuations. DG Capital Management uses a disciplined approach that combines internal research with industry contacts, interviews with company management, trade shows and conferences. The majority of their portfolios have a core-to-growth style bias. They also invest in special situations stocks when such investments will benefit the portfolio. DG Capital Management focuses mainly on the long-term investment horizon with the belief that returns will be superior to other asset classes and that growth stocks generally provide the best opportunities for significant capital appreciation. They also believe that stock market volatility makes capital preservation strategies important as well. The firm's active investment strategy allows them to quickly react to changing market conditions and to increase cash levels and/or employ short selling as a defensive measure when they believe stocks are overvalued. DG Capital Management invests across a broad range of sectors including, but not limited to finance, energy mineral, process industries, electronic technology, consumer non-durables and technology services. The firm invests globally, with emphasis on companies located in the US, Canada and Europe. DG Capital Management maintains a medium turnover rate. | Finance |
Fidelity Management Trust Co.
Fidelity Management Trust Co. Regional BanksFinance Operates as a nondepository trust company | Finance |
Hewitt Associates, Inc.
 Hewitt Associates, Inc. Personnel ServicesCommercial Services Provides human resource outsourcing and consulting services | Commercial Services |
FIL Investments (Japan) Ltd.
FIL Investments (Japan) Ltd. Investment ManagersFinance FIJ is an active, value and growth-oriented manager which focuses on long-term capital appreciation. The firm uses a wide variety of methods of security analysis and investment strategies in managing client assets. Their investment process is bottom-up and informed by in-depth fundamental research on individual companies including an extensive visitation program. Potential investments are first ranked by analysts. Portfolio managers then perform further research on select companies and make investment decisions using a team-oriented process. Portfolios are regularly reviewed by specialized investment committees. | Finance |
Watson Wyatt LLP /Insurance & Financial Services/
 Watson Wyatt LLP /Insurance & Financial Services/ Miscellaneous Commercial ServicesCommercial Services Provides insurance and financial services strategic consulting | Commercial Services |
Bates College
 Bates College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
