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Jakob Vincent Holm
Fondateur chez
Bullseye Asset Management LLC
Profil
Mr. Jakob V.
Holm, CFA, is Portfolio Manager at Bullseye Asset Management LLC.
He has been in the investment industry since 1997.
Mr. Holm was previously employed as a Portfolio Manager by Janus Capital Management LLC, Senior Research Analyst by Bay Isle Financial Corp., and an Research Analyst by Sand Hill Global Advisors LLC, covering a wide variety of industries including communications, financials, REITs, and technology.
He received a Master of International Management degree from Thunderbird School of Global Management, in international management focusing on finance, and earned a Bachelor of Arts degree in economics from Augustana College where he graduated cum laude.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Colorado.
Postes actifs de Jakob Vincent Holm
| Sociétés | Poste | Début |
|---|---|---|
Bullseye Asset Management LLC
 Bullseye Asset Management LLC Investment ManagersFinance Bullseye follows a fundamental research-driven, bottom-up stock selection process on both the long and short side whereby investment decisions are based upon extensive analysis of the business and financial fundamentals concerning particular companies and their industries. They attempt to assess a company’s intrinsic value and seek to capitalize on significant differences between this and the current market price of a security. The firm offers both long only strategies as well as long/short strategies. They invest primarily in small and mid-cap equities. | Fondateur | 01/01/2010 |
Anciens postes connus de Jakob Vincent Holm
| Sociétés | Poste | Fin |
|---|---|---|
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance JHIUS offers US equity, global and international equity, fixed income, asset allocation and alternative investment strategies, including long-short portfolios. For their fundamental investment strategies, the firm seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research. They utilize two complementary processes: a top-down macro analysis and a bottom-up risk/reward analysis. | Gestionnaire de Portefeuille-Actions | 01/03/2009 |
Bay Isle Financial Corp.
 Bay Isle Financial Corp. Investment ManagersFinance BIF is a GARP manager. They believe that the most successful strategy for achieving financial success is through the active management of a portfolio that incorporates an investment mix of both value and growth securities. BIF also believes that an emphasis on total return provides the best investment strategy for most clients. In the process of creating and managing diversified portfolios, the firm uses proprietary research and individual securities in the following asset classes: U.S. large-cap stocks, REITs, bonds and other fixed-income. They typically use mutual funds for allocations to U.S. small cap stocks and international stocks. | Analyst-Equity | 01/06/2005 |
Sand Hill Global Advisors LLC
 Sand Hill Global Advisors LLC Investment ManagersFinance SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis. | Corporate Officer/Principal | - |
Formation de Jakob Vincent Holm
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
82
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Janus Henderson Investors US LLC
Janus Henderson Investors US LLC Investment ManagersFinance JHIUS offers US equity, global and international equity, fixed income, asset allocation and alternative investment strategies, including long-short portfolios. For their fundamental investment strategies, the firm seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research. They utilize two complementary processes: a top-down macro analysis and a bottom-up risk/reward analysis. | Finance |
Bay Isle Financial Corp.
Bay Isle Financial Corp. Investment ManagersFinance BIF is a GARP manager. They believe that the most successful strategy for achieving financial success is through the active management of a portfolio that incorporates an investment mix of both value and growth securities. BIF also believes that an emphasis on total return provides the best investment strategy for most clients. In the process of creating and managing diversified portfolios, the firm uses proprietary research and individual securities in the following asset classes: U.S. large-cap stocks, REITs, bonds and other fixed-income. They typically use mutual funds for allocations to U.S. small cap stocks and international stocks. | Finance |
Sand Hill Global Advisors LLC
Sand Hill Global Advisors LLC Investment ManagersFinance SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis. | Finance |
Thunderbird School of Global Management
 Thunderbird School of Global Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Augustana College (Illinois)
 Augustana College (Illinois) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bullseye Asset Management LLC
Bullseye Asset Management LLC Investment ManagersFinance Bullseye follows a fundamental research-driven, bottom-up stock selection process on both the long and short side whereby investment decisions are based upon extensive analysis of the business and financial fundamentals concerning particular companies and their industries. They attempt to assess a company’s intrinsic value and seek to capitalize on significant differences between this and the current market price of a security. The firm offers both long only strategies as well as long/short strategies. They invest primarily in small and mid-cap equities. | Finance |
