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Jeff Gumeson
Gestionnaire de Portefeuille-Actions chez
The Caprock Group LLC
Profil
Mr. Jeffrey M.
Gumeson, CFA, is a Managing Director & Client Advisor at The Caprock Group LLC.
He brings over 17 years of experience in the investment management industry.
Prior to joining Caprock, Mr. Gumeson was a Vice President at J.P.
Morgan Private Bank, responsible for advising high net worth families and foundations.
Prior to J.P.
Morgan, he was a Partner of Booth Creek Capital, LP, a long/short equity hedge fund in Vail, Colorado, and a Senior Analyst at Madison Street Partners, a value-oriented hedge fund in Greenwood Village, Colorado.
He spent the first nine years of his career as an Investment Analyst for the multi-billion-dollar Invesco Technology Sector Fund.
He received his B.S.
in Business Finance from the University of Utah in 1998.
Postes actifs de Jeff Gumeson
| Sociétés | Poste | Début |
|---|---|---|
The Caprock Group LLC
 The Caprock Group LLC Investment ManagersFinance Caprock develops a client's personal investment guidelines or asset allocation and creates and manages a portfolio based on that policy or asset allocation. The firm utilizes six asset classes to create diversified portfolios. Cash, as a strategic allocation, is occasionally described as a seventh. Asset classes, as defined by Caprock, are as follows: 1) Domestic Equity, 2) International Equity, 3) Fixed Income, 4) Alternative Investments, 5) Real Assets, and 6) Private Investments. They seek to maximize the diversification potential of each asset class by pursuing managers and opportunities which offer unique philosophies and processes. | Gestionnaire de Portefeuille-Actions | 01/02/2015 |
Anciens postes connus de Jeff Gumeson
| 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. | Analyst-Equity | 04/02/2008 |
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. | Analyst-Equity | 30/09/2004 |
JPMorgan Chase Co. (Investment Management)
 JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPM-IM actively manages portfolios and focuses on identifying opportunities through proprietary in-house research that seeks to assess the fundamental value of securities. The firm invests globally, across all market-caps. | Corporate Officer/Principal | - |
Booth Creek Capital Management LP
 Booth Creek Capital Management LP Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Madison Street Partners LLC
 Madison Street Partners LLC Investment ManagersFinance Madison Street Partners generally seeks to maximize total return by employing a disciplined value oriented long/short portfolio strategy that attempts to uncover mispriced securities primarily within, but not limited to, the small and mid -cap segments of the equity market. The firm typically employs a bottom up method whereby security positions are based on extensive analysis of both the fundamental and technical data surrounding a particular stock. A long position will be entered if Madison believes the stock is undervalued based on fundamental ratios such as price to book, price to sales, price to free cash flow and debt to equity and/or the stocks trading history indicates a positive deviation from the norm, its peer group, or the market. Short positions are analyzed in a similar fashion whereby the firm seeks out stocks with weak fundamentals, technical chart breakdowns, and other catalysts that indicate deteriorating business conditions. Madison may also employ investment techniques including the purchase or sale of put and call equity and equity index options, taking both long and short positions in foreign equity securities and incurring borrowing leverage. | Analyst-Equity | - |
Formation de Jeff Gumeson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
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 |
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPM-IM actively manages portfolios and focuses on identifying opportunities through proprietary in-house research that seeks to assess the fundamental value of securities. The firm invests globally, across all market-caps. | Finance |
University of Utah
 University of Utah Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Madison Street Partners LLC
Madison Street Partners LLC Investment ManagersFinance Madison Street Partners generally seeks to maximize total return by employing a disciplined value oriented long/short portfolio strategy that attempts to uncover mispriced securities primarily within, but not limited to, the small and mid -cap segments of the equity market. The firm typically employs a bottom up method whereby security positions are based on extensive analysis of both the fundamental and technical data surrounding a particular stock. A long position will be entered if Madison believes the stock is undervalued based on fundamental ratios such as price to book, price to sales, price to free cash flow and debt to equity and/or the stocks trading history indicates a positive deviation from the norm, its peer group, or the market. Short positions are analyzed in a similar fashion whereby the firm seeks out stocks with weak fundamentals, technical chart breakdowns, and other catalysts that indicate deteriorating business conditions. Madison may also employ investment techniques including the purchase or sale of put and call equity and equity index options, taking both long and short positions in foreign equity securities and incurring borrowing leverage. | Finance |
The Caprock Group LLC
The Caprock Group LLC Investment ManagersFinance Caprock develops a client's personal investment guidelines or asset allocation and creates and manages a portfolio based on that policy or asset allocation. The firm utilizes six asset classes to create diversified portfolios. Cash, as a strategic allocation, is occasionally described as a seventh. Asset classes, as defined by Caprock, are as follows: 1) Domestic Equity, 2) International Equity, 3) Fixed Income, 4) Alternative Investments, 5) Real Assets, and 6) Private Investments. They seek to maximize the diversification potential of each asset class by pursuing managers and opportunities which offer unique philosophies and processes. | Finance |
Booth Creek Capital Management LP
Booth Creek Capital Management LP Investment ManagersFinance Provides investment advice | Finance |
