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Jason Kennedy
Analyst-Fixed Income chez
PPM America, Inc.
Profil
Jason Eric Kennedy is currently Managing Director & Credit Analyst at PPM America, Inc., a position held since 2007.
Former roles include Vice President & Portfolio Manager at Boston Private Bank & Trust Co. from 2003 to 2007, Associate Portfolio Manager at Baring North America LLC in 2003, Principal at Evergreen Funds in 2000, and Dividend Specialist at First Albany Corp.
in 1998.
Education includes an MBA from Clarkson University in 1995, an undergraduate degree from State University of New York College at Oneonta in 1994, and a graduate degree from Questrom School of Business in 2007.
Postes actifs de Jason Kennedy
| Sociétés | Poste | Début |
|---|---|---|
PPM America, Inc.
 PPM America, Inc. Investment ManagersFinance PPM is an active investment manager with a focus on bottom-up fundamental investing. The firm aims to deliver solutions and service to clients with the goal of meeting their unique investment objectives. They utilize a team-based approach to manage the assets of the portfolio. | Analyst-Fixed Income | 01/09/2007 |
Anciens postes connus de Jason Kennedy
| Sociétés | Poste | Fin |
|---|---|---|
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Provides banking and wealth management services | Analyst-Fixed Income | 24/08/2007 |
Baring North America LLC
 Baring North America LLC Investment ManagersFinance Baring North America's (BNA) investment approach focuses on identifying favorable earnings surprise and valuation characteristics through fundamental research. They seek companies and markets whose attractive growth prospects are not fully reflected in their prices. The firm's core equity portfolios are diversified large-cap portfolios that typically offer above market growth characteristics at or at a reasonable premium to market valuations. BNA's growth criteria embrace companies delivering growth in earnings per share in the top 60% of their universes. The firm's systematic equity investment process embraces hands-on fundamental stock research and analysis to generate proprietary earnings forecasts and relative valuation targets and quantitative analysis and screening to focus their research and generate buy and sell ideas. BNA's investment teams use a common framework and template for equity research, which focuses on growth, management, value creation and valuation criteria. Their regional equity teams are responsible for portfolio strategy and stock selection for specialist regional equity portfolios as well as the regional portion of their global and multi-asset mandates. The asset allocation team is responsible for regional/country strategy in their global and multi-asset portfolios and for sector policy at the global and multi-asset mandate level. The output of their fundamental and quantitative research is used to rank each stock and to shape buy and sell decisions. Teams review stocks continuously following company meetings and announcements. BNA's fixed-income processes are characterized by fundamental research and disciplined portfolio construction techniques. They also use technical analysis, particularly in currency allocation research. The firm's credit research leverages off the equity research capabilities of the firm. They invest in bonds issued by governments, agencies, corporates as well as emerging market sovereign, mortgages and asset-backed securities. BNA includes bonds across the rating spectrum from Aaa to Caa, according to the risk tolerance and guidelines of their clients. | Portfolio Manager-Fixed Income | 01/01/2003 |
Evergreen Funds
 Evergreen Funds Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | 01/01/2000 |
First Albany Corp.
 First Albany Corp. Investment Banks/BrokersFinance Seurities brokerage firm | Corporate Officer/Principal | 01/01/1998 |
Formation de Jason Kennedy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
74
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
PPM America, Inc.
PPM America, Inc. Investment ManagersFinance PPM is an active investment manager with a focus on bottom-up fundamental investing. The firm aims to deliver solutions and service to clients with the goal of meeting their unique investment objectives. They utilize a team-based approach to manage the assets of the portfolio. | Finance |
Baring North America LLC
Baring North America LLC Investment ManagersFinance Baring North America's (BNA) investment approach focuses on identifying favorable earnings surprise and valuation characteristics through fundamental research. They seek companies and markets whose attractive growth prospects are not fully reflected in their prices. The firm's core equity portfolios are diversified large-cap portfolios that typically offer above market growth characteristics at or at a reasonable premium to market valuations. BNA's growth criteria embrace companies delivering growth in earnings per share in the top 60% of their universes. The firm's systematic equity investment process embraces hands-on fundamental stock research and analysis to generate proprietary earnings forecasts and relative valuation targets and quantitative analysis and screening to focus their research and generate buy and sell ideas. BNA's investment teams use a common framework and template for equity research, which focuses on growth, management, value creation and valuation criteria. Their regional equity teams are responsible for portfolio strategy and stock selection for specialist regional equity portfolios as well as the regional portion of their global and multi-asset mandates. The asset allocation team is responsible for regional/country strategy in their global and multi-asset portfolios and for sector policy at the global and multi-asset mandate level. The output of their fundamental and quantitative research is used to rank each stock and to shape buy and sell decisions. Teams review stocks continuously following company meetings and announcements. BNA's fixed-income processes are characterized by fundamental research and disciplined portfolio construction techniques. They also use technical analysis, particularly in currency allocation research. The firm's credit research leverages off the equity research capabilities of the firm. They invest in bonds issued by governments, agencies, corporates as well as emerging market sovereign, mortgages and asset-backed securities. BNA includes bonds across the rating spectrum from Aaa to Caa, according to the risk tolerance and guidelines of their clients. | Finance |
Evergreen Funds
Evergreen Funds Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Miscellaneous |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Provides banking and wealth management services | Finance |
Clarkson University
 Clarkson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
State University of New York College at Oneonta
 State University of New York College at Oneonta Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Albany Corp.
First Albany Corp. Investment Banks/BrokersFinance Seurities brokerage firm | Finance |
Questrom School of Business
 Questrom School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
