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Profil
Mr. Jeffrey J.
Strong, CFA MBA, is a Senior Research Analyst & Portfolio Manager at Nicholas Co., Inc. He joined the company in April 2021 and focuses on stocks of all market capitalizations with a particular emphasis on the information technology sector.
He has over 19 years of industry experience.
Prior to joining Nicholas Company, Mr. Strong was a portfolio manager at the State of Wisconsin Investment Board, managing the Global Technology Portfolio for three years.
Before that, he was a research analyst for two years at Heartland Advisors, with primary emphasis on the technology, industrials and consumer sectors.
He started his career in investment management at BMO Asset Management, where he was a senior equity analyst for eight years on the BMO Small and Mid Cap Value Funds.
Mr. Jeffrey Strong earned his B.B.A. and M.B.A. from the University of Wisconsin-Madison, where he participated in the Applied Security Analysis Program.
He has also earned the right to use the CFA designation and is a member of the CFA Society Milwaukee.
Postes actifs de Jeff Strong
| Sociétés | Poste | Début |
|---|---|---|
Nicholas Co., Inc.
 Nicholas Co., Inc. Investment ManagersFinance Nicholas Co. employs a fundamental, bottom-up approach to security selection with a long-term investment horizon. Their process focuses on identifying securities offering secular growth characteristics, strong financial bases, reasonable valuations and downside risk. The firm’s long-term approach deemphasizes the short-term impact of day-to-day market volatility and maintains a focus on the long-term potential of the securities in their portfolios. | Analyst-Equity | 01/04/2021 |
Anciens postes connus de Jeff Strong
| Sociétés | Poste | Fin |
|---|---|---|
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Analyst-Equity | 31/05/2012 |
Harris Investment Management, Inc.
 Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice | Analyst-Equity | - |
Formation de Jeff Strong
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Nicholas Co., Inc.
Nicholas Co., Inc. Investment ManagersFinance Nicholas Co. employs a fundamental, bottom-up approach to security selection with a long-term investment horizon. Their process focuses on identifying securities offering secular growth characteristics, strong financial bases, reasonable valuations and downside risk. The firm’s long-term approach deemphasizes the short-term impact of day-to-day market volatility and maintains a focus on the long-term potential of the securities in their portfolios. | Finance |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Finance |
Harris Investment Management, Inc.
Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
