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Jay A. Hedstrom
Analyst-Equity chez
GW&K Investment Management LLC
Profil
Mr. Jay A. Hedstrom, CFA MBA, is a Principal & Equity Research Analyst at GW&K Investment Management LLC.
He is responsible for discovering and analyzing companies for the all-cap and dividend equity strategies, and is a member of our Investment Committee.
As a generalist, he is dedicated to researching the highest quality businesses for each strategy, regardless of market capitalization or sector.
Prior to joining GW&K, Jay was an investment analyst at Tetrem Capital Management where he covered U.S.
and Canadian Financials, U.S.
Consumer Discretionary and Industrial sub-sectors.
Previously he was a research associate in the fixed income division at Fidelity Management & Research Company where his focus was on the investment grade sector.
Mr. Hedstrom graduated cum laude from Boston College and earned an MBA with honors, with a focus on Finance and Value Investing, from Columbia Business School.
He is a CFA charterholder and is a member of the CFA Institute and the CFA Society Boston.
Postes actifs de Jay A. Hedstrom
| Sociétés | Poste | Début |
|---|---|---|
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K is a research-oriented adviser that primarily employs fundamental analysis for the evaluation of investment opportunities and the construction of investment portfolios. The firm specializes in Municipal Bond, Taxable Bond, Equity and Multi-Asset strategies. | Analyst-Equity | 01/11/2016 |
Anciens postes connus de Jay A. Hedstrom
| Sociétés | Poste | Fin |
|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Corporate Officer/Principal | - |
Tetrem Capital Management Ltd. (US)
 Tetrem Capital Management Ltd. (US) Investment ManagersFinance Tetrem Capital Management (TCM) focuses on investments in large-cap Canadian and US equities. The firm employs a contrarian value style investment approach that seeks to identify and invest in the stocks of undervalued companies. TCM utilizes methods such as reversion to the mean and margin of safety when making investment decisions. The firm's investment approach that focuses on Canadian and US equities. The firm offers the following investment strategies: Tetrem Canadian Equity (invests 100% in large cap Canadian equities); Tetrem Canadian Equity Plus (invests up to 70% in large cap Canadian equities and up to 30% in large cap US equities); Tetrem US Equity (invests 100% in large cap US equities); Tetrem US Plus (invests 80% in large cap US equities and 20% in large cap Canadian equities); Tetrem Canadian Dividend (invests in 100% large cap Canadian equities for dividend income and growth); Tetrem US Dividend (invests in 100% large cap US equities for dividend income and growth). TCM identifies investment candidates from a combination of quantitative screens, thematic views and fundamental analysis. They then perform fundamental, bottom-up research in order to gauge the controversy surrounding candidates, determine an estimate of the fair value for each, and develop an investment thesis in which they outline reasons to own, what to watch for, and a target price. Candidates are monitored continuously and tactically rebalanced as their valuations fluctuate around the TCM's estimate of their fair value. TCM's investment strategies are based on quantitative models, as well as well-defined and methodical fundamental research. Their core quantitative model ranks companies based on several characteristics including valuation and earnings quality. Each characteristic is scored independently, based on multiple factors, and is ranked within their research universe. This results in one broad composite score that combines all of the characteristics and the factors that comprise them. The firm's security selection process begins with quantitative analysis. Their quantitative analysis is complementary to the fundamental analysis TCM performs on all of the companies assessed in their equity selection process. The firm's fundamental analysis includes an in-depth review of the business of the company, its strategy, the competitive environment, regulatory environment, product and industry position, as well as analysis of the company's financial health. This process serves to either confirm or refute findings generated through TCM's quantitative analysis. | Corporate Officer/Principal | - |
Formation de Jay A. Hedstrom
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
38
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Finance |
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K is a research-oriented adviser that primarily employs fundamental analysis for the evaluation of investment opportunities and the construction of investment portfolios. The firm specializes in Municipal Bond, Taxable Bond, Equity and Multi-Asset strategies. | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tetrem Capital Management Ltd. (US)
Tetrem Capital Management Ltd. (US) Investment ManagersFinance Tetrem Capital Management (TCM) focuses on investments in large-cap Canadian and US equities. The firm employs a contrarian value style investment approach that seeks to identify and invest in the stocks of undervalued companies. TCM utilizes methods such as reversion to the mean and margin of safety when making investment decisions. The firm's investment approach that focuses on Canadian and US equities. The firm offers the following investment strategies: Tetrem Canadian Equity (invests 100% in large cap Canadian equities); Tetrem Canadian Equity Plus (invests up to 70% in large cap Canadian equities and up to 30% in large cap US equities); Tetrem US Equity (invests 100% in large cap US equities); Tetrem US Plus (invests 80% in large cap US equities and 20% in large cap Canadian equities); Tetrem Canadian Dividend (invests in 100% large cap Canadian equities for dividend income and growth); Tetrem US Dividend (invests in 100% large cap US equities for dividend income and growth). TCM identifies investment candidates from a combination of quantitative screens, thematic views and fundamental analysis. They then perform fundamental, bottom-up research in order to gauge the controversy surrounding candidates, determine an estimate of the fair value for each, and develop an investment thesis in which they outline reasons to own, what to watch for, and a target price. Candidates are monitored continuously and tactically rebalanced as their valuations fluctuate around the TCM's estimate of their fair value. TCM's investment strategies are based on quantitative models, as well as well-defined and methodical fundamental research. Their core quantitative model ranks companies based on several characteristics including valuation and earnings quality. Each characteristic is scored independently, based on multiple factors, and is ranked within their research universe. This results in one broad composite score that combines all of the characteristics and the factors that comprise them. The firm's security selection process begins with quantitative analysis. Their quantitative analysis is complementary to the fundamental analysis TCM performs on all of the companies assessed in their equity selection process. The firm's fundamental analysis includes an in-depth review of the business of the company, its strategy, the competitive environment, regulatory environment, product and industry position, as well as analysis of the company's financial health. This process serves to either confirm or refute findings generated through TCM's quantitative analysis. | Finance |
Columbia Business School
 Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
