Profil
Ms. Erin E.
Ksenak is a Portfolio Manager at Nomura Investment Management Business Trust.
Prior to joining Macquarie as an Equity Analyst, she worked at Affinity Investment Advisors as a Portfolio Manager for the domestic and international equity investment team and at Miller Investment Management as a Research Associate.
Ms. Ksenak holds a Bachelor of Science in finance from Fordham University and graduated summa cum laude.
Postes actifs de Erin Ksenak
| Sociétés | Poste | Début |
|---|---|---|
Nomura Investment Management Business Trust
Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Gestionnaire de Portefeuille-Actions | 01/12/2020 |
Anciens postes connus de Erin Ksenak
| Sociétés | Poste | Fin |
|---|---|---|
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Corporate Officer/Principal | 01/10/2010 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/06/2010 |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/05/2009 |
Affinity Investment Advisors LLC
Affinity Investment Advisors LLC Investment ManagersFinance Affinity utilizes a time-tested investment approach which is repeatable and scalable. Their focus has been exclusively on the publicly traded equity markets. They have consistently applied their systematic process to a variety of equity strategies. The firm constructs multi-asset portfolios using an open architecture framework. | Gestionnaire de Portefeuille-Actions | - |
Echo Point Investment Management LLC
Echo Point Investment Management LLC Investment ManagersFinance Echo Point Investment Management is a global growth equity investment firm that seeks to: (1) construct high-conviction, fully-diversified portfolios of high-quality growth companies and (2) outperform the benchmark by 200 to 300 basis points (annualized) over time. Their fundamental growth equity investment process is a disciplined, repeatable process that seeks to identify high-quality growth companies against a 3 to 5-year investment horizon, while actively monitoring and managing risk. In particular, Echo Point seeks to identify well-managed managed companies that have been successful, as the firm believes these companies generally tend to continue to be successful. The firm's investment approach is also based on the belief that minimizing losses is critical to maximizing returns. Echo Point's investment process is based on a consistent, bottom-up security selection process that is based on rigorous fundamental research. Prior to being included in a portfolio, the following characteristics of each potential investment are evaluated: (1) the company's market position (2) the company's strategy for future growth (3) the company's sustainable competitive advantage (4) the strength of the company's balance sheet and (5) the reasonableness of the company's valuation. In addition to third-party research, Echo Point's portfolio managers and analysts meet with virtually all of their portfolio companies' management teams to qualify company-specific drivers. Echo Point's investment process begins with an initial screening referred to as 'Alphascore.' This screen reduced the universe of stocks of 30,000 to 300. The firm uses fundamental analysis to identify key investment themes. Portfolios are constructed which consist of 60 to 80 high-quality mid-cap and large-cap stocks from every region of the world. With the objective of delivering strong relative performance, Echo Point executes a consistent growth style, along with sector, region and emerging market collars. Their strategy is available as a separate account in local shares or ADRs. | Analyst-Equity | - |
Formation de Erin Ksenak
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Nomura Investment Management Business Trust
Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Echo Point Investment Management LLC
Echo Point Investment Management LLC Investment ManagersFinance Echo Point Investment Management is a global growth equity investment firm that seeks to: (1) construct high-conviction, fully-diversified portfolios of high-quality growth companies and (2) outperform the benchmark by 200 to 300 basis points (annualized) over time. Their fundamental growth equity investment process is a disciplined, repeatable process that seeks to identify high-quality growth companies against a 3 to 5-year investment horizon, while actively monitoring and managing risk. In particular, Echo Point seeks to identify well-managed managed companies that have been successful, as the firm believes these companies generally tend to continue to be successful. The firm's investment approach is also based on the belief that minimizing losses is critical to maximizing returns. Echo Point's investment process is based on a consistent, bottom-up security selection process that is based on rigorous fundamental research. Prior to being included in a portfolio, the following characteristics of each potential investment are evaluated: (1) the company's market position (2) the company's strategy for future growth (3) the company's sustainable competitive advantage (4) the strength of the company's balance sheet and (5) the reasonableness of the company's valuation. In addition to third-party research, Echo Point's portfolio managers and analysts meet with virtually all of their portfolio companies' management teams to qualify company-specific drivers. Echo Point's investment process begins with an initial screening referred to as 'Alphascore.' This screen reduced the universe of stocks of 30,000 to 300. The firm uses fundamental analysis to identify key investment themes. Portfolios are constructed which consist of 60 to 80 high-quality mid-cap and large-cap stocks from every region of the world. With the objective of delivering strong relative performance, Echo Point executes a consistent growth style, along with sector, region and emerging market collars. Their strategy is available as a separate account in local shares or ADRs. | Finance |
Affinity Investment Advisors LLC
Affinity Investment Advisors LLC Investment ManagersFinance Affinity utilizes a time-tested investment approach which is repeatable and scalable. Their focus has been exclusively on the publicly traded equity markets. They have consistently applied their systematic process to a variety of equity strategies. The firm constructs multi-asset portfolios using an open architecture framework. | Finance |
















