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Profil
Prior to joining Chartwell in 2001, Mr. Burwell obtained extensive experience in the investment management industry.
From 1999 to 2001, Mr. Burwell was a Managing Director and Senior Portfolio Manager at Merrill Lynch Investment Managers.
From 1992 to 1999, he was a Senior Portfolio Manager at Delaware Investment Advisers where he managed $1.4 Billion in core and balanced equity mutual funds.
Prior to Delaware, he was a portfolio manager and analyst at Midatlantic National Bank where he managed several equity income funds.
Mr. Burwell earned a Bachelor's degree in Government from the University of Virginia.
He holds the Chartered Financial Analyst designation.
Anciens postes connus de George H. Burwell
| Sociétés | Poste | Fin |
|---|---|---|
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell takes a long-term perspective with their investments, maintains focused portfolios, and strives for an increased active share of their holdings to deliver attractive investment performance. Their Equity Investment teams and strategies focus on the inherent inefficiencies available to astute, fundamentally oriented investors in small, mid, and large-cap equities. Fixed Income strategies leverage strong fundamental research capabilities to capitalize on inefficiencies in the investment grade and high yield credit space. | Gestionnaire de Portefeuille-Actions | 30/06/2011 |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Gestionnaire de Portefeuille-Actions | 31/12/2000 |
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 | 31/12/1998 |
Formation de George H. Burwell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
Chartwell Investment Partners LLC
Chartwell Investment Partners LLC Investment ManagersFinance Chartwell takes a long-term perspective with their investments, maintains focused portfolios, and strives for an increased active share of their holdings to deliver attractive investment performance. Their Equity Investment teams and strategies focus on the inherent inefficiencies available to astute, fundamentally oriented investors in small, mid, and large-cap equities. Fixed Income strategies leverage strong fundamental research capabilities to capitalize on inefficiencies in the investment grade and high yield credit space. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
