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Derek S. Derman
Gestionnaire de Portefeuille-Actions chez
Tocqueville Asset Management LP
Profil
Mr. Derek S.
Derman, CFA MBA, is a Portfolio Manager at Tocqueville Asset Management LP.
Before joining Poplar Forest in 2011, Mr. Derman spent over 16 years in the financial services industry, including six years as a Managing Director and Co-Portfolio Manager at Trust Company of the West.
Prior to TCW, Mr. Derman spent four years with Provident Investment Counsel as a Senior Vice President and Co-Portfolio Manager of the Large Cap Flexible Growth and Concentrated Growth Funds.
He also served as a Sell-side Analyst covering financial services for Wedbush Securities.
He earned a Master of Business Administration from Cornell University in 1995, and received a B.A. in Economics from the University of California, San Diego in 1991.
Mr. Derman has held the designation of Chartered Financial Analyst since 1997.
Postes actifs de Derek S. Derman
| Sociétés | Poste | Début |
|---|---|---|
Tocqueville Asset Management LP
 Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run. | Gestionnaire de Portefeuille-Actions | 01/01/2025 |
Anciens postes connus de Derek S. Derman
| Sociétés | Poste | Fin |
|---|---|---|
Poplar Forest Capital LLC
 Poplar Forest Capital LLC Investment ManagersFinance Poplar Forest is an active, contrarian-based investor that aims to achieve superior risk adjusted returns, net of fees and taxes, over full market cycles by investing in underappreciated companies and industries. The firm evaluates investment opportunities using bottom-up, fundamental analysis. | Analyst-Equity | 01/06/2025 |
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Gestionnaire de Portefeuille-Actions | 31/12/2010 |
300 North Capital LLC
 300 North Capital LLC Investment ManagersFinance 300 North Capital (300NC) specializes in long-only small-cap, small to mid-cap (SMID) and mid-cap growth equity strategies. The firm also manages accounts and funds with a global macro strategy. 300NC’s investment approach for small cap, mid-cap, and SMID-cap strategies focuses primarily on fundamental, bottom-up research. In addition, they overlay a top-down strategic outlook. Their equity universe consists of U.S. companies, ADRs, and relevant U.S. traded foreign companies with market-cap in the range of the relative Russell growth index. 300NC’s global macro product is a variable biased global macro strategy that primarily invests in equities, fixed income securities, commodities, and currencies. The strategy holds only listed, liquid securities, and maintains a gross invested position generally between 0% and 200% and net exposure generally between -100% and +200%, in normal capital market environments. | Analyst-Equity | 01/01/2005 |
Wedbush Securities, Inc.
 Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services | Analyst-Equity | - |
Formation de Derek S. Derman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
73
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
300 North Capital LLC
300 North Capital LLC Investment ManagersFinance 300 North Capital (300NC) specializes in long-only small-cap, small to mid-cap (SMID) and mid-cap growth equity strategies. The firm also manages accounts and funds with a global macro strategy. 300NC’s investment approach for small cap, mid-cap, and SMID-cap strategies focuses primarily on fundamental, bottom-up research. In addition, they overlay a top-down strategic outlook. Their equity universe consists of U.S. companies, ADRs, and relevant U.S. traded foreign companies with market-cap in the range of the relative Russell growth index. 300NC’s global macro product is a variable biased global macro strategy that primarily invests in equities, fixed income securities, commodities, and currencies. The strategy holds only listed, liquid securities, and maintains a gross invested position generally between 0% and 200% and net exposure generally between -100% and +200%, in normal capital market environments. | Finance |
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Finance |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services | Finance |
Tocqueville Asset Management LP
Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run. | Finance |
Poplar Forest Capital LLC
Poplar Forest Capital LLC Investment ManagersFinance Poplar Forest is an active, contrarian-based investor that aims to achieve superior risk adjusted returns, net of fees and taxes, over full market cycles by investing in underappreciated companies and industries. The firm evaluates investment opportunities using bottom-up, fundamental analysis. | Finance |
University of California San Diego
 University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Johnson Graduate School of Management
 Johnson Graduate School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
