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Profil
Mr. Jeffrey W.
Helfrich, CFA, is a Portfolio Manager & Research Analyst at Penn Davis McFarland, Inc. Mr. Helfrich joined the firm in 2010 and his primary responsibility is investment research and portfolio management.
He is a member of the firm Investment Committee.
He has been an Equity Research Analyst with the Janus Capital Group, and Independence Capital Asset Partners, LLC in Denver, Co. Prior to joining Penn Davis McFarland, he was a research analyst for Perot Investments, the private investment company for the Perot family in Dallas.
He graduated magna cum laude from Harvard University with an AB in Economics and is a CFA charter holder.
Postes actifs de Jeff Helfrich
| Sociétés | Poste | Début |
|---|---|---|
Penn Davis McFarland, Inc.
 Penn Davis McFarland, Inc. Investment ManagersFinance PDM is a contrarian investor that utilizes a disciplined and repeatable investment process designed to be long-term oriented with low turnover. While they have a global focus, the firm implements their strategy through US-listed securities. Their strong sell discipline also serves as an important part of the firm’s risk management process. To produce the best possible after-tax return, PDM will sell to harvest losses when possible. | Analyst-Equity | 01/01/2010 |
Anciens postes connus de Jeff Helfrich
| Sociétés | Poste | Fin |
|---|---|---|
Perot Investments, Inc.
 Perot Investments, Inc. Investment ManagersFinance Perot Investments invests in companies located in the United States. The firm focuses on information technology and services sector. It provides financing for growth stage transactions. | Analyste en capital-investissement | 30/04/2010 |
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. | Analyst-Equity | 31/12/2007 |
Independence Capital Asset Partners LLC
 Independence Capital Asset Partners LLC Investment ManagersFinance Independence Capital Asset Management invests primarily in the stocks of US companies in the consumer services, energy minerals and healthcare technology, electronic technology and finance sectors. The firm invests across all market-caps. Independence Capital Asset Partners maintains a high turnover rate. | Corporate Officer/Principal | - |
Formation de Jeff Helfrich
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
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 |
Penn Davis McFarland, Inc.
Penn Davis McFarland, Inc. Investment ManagersFinance PDM is a contrarian investor that utilizes a disciplined and repeatable investment process designed to be long-term oriented with low turnover. While they have a global focus, the firm implements their strategy through US-listed securities. Their strong sell discipline also serves as an important part of the firm’s risk management process. To produce the best possible after-tax return, PDM will sell to harvest losses when possible. | Finance |
Independence Capital Asset Partners LLC
Independence Capital Asset Partners LLC Investment ManagersFinance Independence Capital Asset Management invests primarily in the stocks of US companies in the consumer services, energy minerals and healthcare technology, electronic technology and finance sectors. The firm invests across all market-caps. Independence Capital Asset Partners maintains a high turnover rate. | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Perot Investments, Inc.
Perot Investments, Inc. Investment ManagersFinance Perot Investments invests in companies located in the United States. The firm focuses on information technology and services sector. It provides financing for growth stage transactions. | Finance |
