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Jeffrey James Hoo
Analyst-Equity chez
Granite Investment Partners LLC
Profil
Mr. Jeffrey J.
Hoo, CFA MBA, is a Principal & Portfolio Manager at Granite Investment Partners LLC.
He follows the Health Care and Technology sectors as an analyst.
He is also a member of the Management Committee.
He has over 28 years of investment industry experience.
Prior to joining the firm in 2011, Mr. Hoo was a Principal and Portfolio Manager at Transamerica Investment Management, LLC (TIM).
While at TIM, he managed and serviced institutional accounts as well as mutual funds, in the Micro Cap, Small Core and Small/Mid Cap Equity strategies.
He joined TIM in 2005 when the firm acquired Westcap Investors, LLC where he was a Principal, Portfolio Manager for Micro Cap Equity and an Equity Analyst specializing in Healthcare and Technology from 1997 through 2005.
Prior to Westcap, he worked at Sony Pictures Entertainment.
He received his undergraduate degree from Duke University and an MBA from UCLA Anderson School of Management.
He has earned the right to use the Chartered Financial Analyst designation.
Postes actifs de Jeffrey James Hoo
| Sociétés | Poste | Début |
|---|---|---|
Granite Investment Partners LLC
 Granite Investment Partners LLC Investment ManagersFinance Granite aims to apply prudent, time-tested principles to the investment process. They seek consistent growth and preservation of capital in order to obtain the highest returns consistent with the investment objectives and risk tolerance of each client. Their investment process is a fundamental, bottom-up and research-driven approach seeking to invest in high quality companies with superior business models exhibiting a catalyst for positive change, which may result in rapid growth in earnings and revenue and discretionary free cash flow. Significant emphasis is placed on prudent and visionary management with past records of success that act in the best interest of shareholders. | Analyst-Equity | 01/04/2011 |
Anciens postes connus de Jeffrey James Hoo
| Sociétés | Poste | Fin |
|---|---|---|
Transamerica Investment Management LLC
 Transamerica Investment Management LLC Investment ManagersFinance Transamerica Investment Management (TIM) offers growth, value, fixed-income and alternative investment strategies. Though not limited by sector, the firm tends to invest in the stocks of companies in the producer manufacturing, finance, technology services, electronic technology and health technology sectors. They invest globally, across all market-caps. TIM maintains a medium turnover rate. TIM's growth strategies seek to invest in companies whose earnings are expected to grow at an above-average rate relative to their industry or the overall market. The firm invests in high-quality companies with superior business models that exhibit catalysts for positive change which can result in rapid growth in earnings, revenues and discretionary free cash flow. Their growth strategies include: micro-cap growth, small-cap core, small-cap growth, small/mid-cap growth, mid-cap growth, large-cap growth, diversified equity, concentrated all-cap growth, global growth and balanced. The firm's micro-cap growth equity portfolio invests in the stocks of 60 to 100 small-cap companies with market-cap of $10 million to $300 million. TIM's small-cap core equity strategy invests in the stocks of 40 to 80 companies with market-cap of $100 million to $3 billion. The firm's small-cap growth equity strategy invests in the stocks of 40 to 80 companies with market-cap of $100 million to $3 billion. TIM's small/mid-cap growth strategy invests in the stocks of 40 to 80 companies with market-cap of $300 million to $5 billion. The firm's mid-cap growth strategy invests in the stocks of 30 to 40 companies with a market-cap of $1 billion to $20 billion. Their large-cap growth equity strategy invests in the stocks of 30 to 50 companies with a market-cap greater than $3 billion. Their diversified equity strategy invests in the stocks of 40 to 60 companies that have a market-cap greater than $3 billion. Their concentrated all-cap growth equity strategy invests in the stocks of 40 to 60 companies with a market-cap greater than $100 million. The firm's global growth equity strategy invests in the stocks of 25 to 35 companies with a market-cap greater than $3 billion. TIM's balanced portfolio seeks to provide long-term capital appreciation and income through investments in large-cap growth companies and high quality fixed-income securities combined with a strategic asset allocation overlay. TIM's value investment strategies seek to invest in the stocks of undervalued companies whose current stocks prices underestimate the companies' ability to generate profits or earnings in the future. The firm invests in companies that have attractive valuations but offer above average growth potential. They also look for companies with operating and competitive characteristics that provide downside protection. TIM's value strategies include small-cap value, all-cap value and small/mid-cap value. TIM's small-cap value strategy invests in the stocks of 40 to 60 companies with a market-cap of $100 million to $2.5 billion. Their small/mid-cap value strategy invests in the stocks of 40 to 60 companies with a market-cap of $300 million to $5 billion. The firm's all-cap value strategy invests in the stocks of 40 to 60 companies with a market-cap greater than $300 million. TIM's fixed-income strategies seek to provide current income and preservation of capital. The firm strategically manages security selection, sector weightings, duration and term structure. Their fixed-income strategies include: high yield bonds, core fixed-income, core (aggregate fixed-income) and core plus fixed-income. The firm's core fixed-income portfolio invests in 40 to 60 investment grade fixed-income securities with a focus on bonds whose potential for credit improvement is not reflected in current valuations. The primary benchmark for this discipline is the LBGC Bond Index. TIM's core (aggregate) fixed-income portfolio invests in 40 to 60 fixed-income securities with a focus on high-quality bonds whose potential for credit improvement is not reflected in current valuations. The primary benchmark for this discipline is the LB Aggregate Bond Index. TIM's core plus fixed-income portfolio invests in 40 to 60 investment grade fixed-income securities with a focus on bonds whose potential for credit improvement is not reflected in current valuations. The primary benchmark for this discipline is the LBGC Bond Index. The firm's high yield bond portfolio invests in 40 to 60 higher yielding, lower rated fixed-income securities with a focus on high quality bonds whose potential for growth is not reflected in the current bond market valuations. The primary benchmark for this discipline is the ML All High Yield Master Bond Index. TIM's alternative investment strategies include non-traditional asset classes and provide additional investment opportunities for the institutional investor. The firm also manages private investment vehicles for accredited investors and qualified purchasers. The firm's convertible securities portfolios seek to provide long-term capital appreciation and income by investing in 40 to 60 large company growth convertible stocks that have a market-cap greater than $5 billion. | Analyst-Equity | 14/10/2010 |
Westcap Investors LLC
 Westcap Investors LLC Investment ManagersFinance Provides investment advice | Analyst-Equity | 01/08/2005 |
Sony Pictures Entertainment, Inc.
 Sony Pictures Entertainment, Inc. Movies/EntertainmentConsumer Services Engages in motion picture and television production, acquisition, distribution, streaming & operates television networks | Corporate Officer/Principal | - |
KPMG Peat Marwick LLP
 KPMG Peat Marwick LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Comptroller/Controller/Auditor | - |
Formation de Jeffrey James Hoo
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Westcap Investors LLC
Westcap Investors LLC Investment ManagersFinance Provides investment advice | Finance |
Transamerica Investment Management LLC
Transamerica Investment Management LLC Investment ManagersFinance Transamerica Investment Management (TIM) offers growth, value, fixed-income and alternative investment strategies. Though not limited by sector, the firm tends to invest in the stocks of companies in the producer manufacturing, finance, technology services, electronic technology and health technology sectors. They invest globally, across all market-caps. TIM maintains a medium turnover rate. TIM's growth strategies seek to invest in companies whose earnings are expected to grow at an above-average rate relative to their industry or the overall market. The firm invests in high-quality companies with superior business models that exhibit catalysts for positive change which can result in rapid growth in earnings, revenues and discretionary free cash flow. Their growth strategies include: micro-cap growth, small-cap core, small-cap growth, small/mid-cap growth, mid-cap growth, large-cap growth, diversified equity, concentrated all-cap growth, global growth and balanced. The firm's micro-cap growth equity portfolio invests in the stocks of 60 to 100 small-cap companies with market-cap of $10 million to $300 million. TIM's small-cap core equity strategy invests in the stocks of 40 to 80 companies with market-cap of $100 million to $3 billion. The firm's small-cap growth equity strategy invests in the stocks of 40 to 80 companies with market-cap of $100 million to $3 billion. TIM's small/mid-cap growth strategy invests in the stocks of 40 to 80 companies with market-cap of $300 million to $5 billion. The firm's mid-cap growth strategy invests in the stocks of 30 to 40 companies with a market-cap of $1 billion to $20 billion. Their large-cap growth equity strategy invests in the stocks of 30 to 50 companies with a market-cap greater than $3 billion. Their diversified equity strategy invests in the stocks of 40 to 60 companies that have a market-cap greater than $3 billion. Their concentrated all-cap growth equity strategy invests in the stocks of 40 to 60 companies with a market-cap greater than $100 million. The firm's global growth equity strategy invests in the stocks of 25 to 35 companies with a market-cap greater than $3 billion. TIM's balanced portfolio seeks to provide long-term capital appreciation and income through investments in large-cap growth companies and high quality fixed-income securities combined with a strategic asset allocation overlay. TIM's value investment strategies seek to invest in the stocks of undervalued companies whose current stocks prices underestimate the companies' ability to generate profits or earnings in the future. The firm invests in companies that have attractive valuations but offer above average growth potential. They also look for companies with operating and competitive characteristics that provide downside protection. TIM's value strategies include small-cap value, all-cap value and small/mid-cap value. TIM's small-cap value strategy invests in the stocks of 40 to 60 companies with a market-cap of $100 million to $2.5 billion. Their small/mid-cap value strategy invests in the stocks of 40 to 60 companies with a market-cap of $300 million to $5 billion. The firm's all-cap value strategy invests in the stocks of 40 to 60 companies with a market-cap greater than $300 million. TIM's fixed-income strategies seek to provide current income and preservation of capital. The firm strategically manages security selection, sector weightings, duration and term structure. Their fixed-income strategies include: high yield bonds, core fixed-income, core (aggregate fixed-income) and core plus fixed-income. The firm's core fixed-income portfolio invests in 40 to 60 investment grade fixed-income securities with a focus on bonds whose potential for credit improvement is not reflected in current valuations. The primary benchmark for this discipline is the LBGC Bond Index. TIM's core (aggregate) fixed-income portfolio invests in 40 to 60 fixed-income securities with a focus on high-quality bonds whose potential for credit improvement is not reflected in current valuations. The primary benchmark for this discipline is the LB Aggregate Bond Index. TIM's core plus fixed-income portfolio invests in 40 to 60 investment grade fixed-income securities with a focus on bonds whose potential for credit improvement is not reflected in current valuations. The primary benchmark for this discipline is the LBGC Bond Index. The firm's high yield bond portfolio invests in 40 to 60 higher yielding, lower rated fixed-income securities with a focus on high quality bonds whose potential for growth is not reflected in the current bond market valuations. The primary benchmark for this discipline is the ML All High Yield Master Bond Index. TIM's alternative investment strategies include non-traditional asset classes and provide additional investment opportunities for the institutional investor. The firm also manages private investment vehicles for accredited investors and qualified purchasers. The firm's convertible securities portfolios seek to provide long-term capital appreciation and income by investing in 40 to 60 large company growth convertible stocks that have a market-cap greater than $5 billion. | Finance |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
KPMG Peat Marwick LLP
KPMG Peat Marwick LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Sony Pictures Entertainment, Inc.
Sony Pictures Entertainment, Inc. Movies/EntertainmentConsumer Services Engages in motion picture and television production, acquisition, distribution, streaming & operates television networks | Consumer Services |
Granite Investment Partners LLC
Granite Investment Partners LLC Investment ManagersFinance Granite aims to apply prudent, time-tested principles to the investment process. They seek consistent growth and preservation of capital in order to obtain the highest returns consistent with the investment objectives and risk tolerance of each client. Their investment process is a fundamental, bottom-up and research-driven approach seeking to invest in high quality companies with superior business models exhibiting a catalyst for positive change, which may result in rapid growth in earnings and revenue and discretionary free cash flow. Significant emphasis is placed on prudent and visionary management with past records of success that act in the best interest of shareholders. | Finance |
UCLA Anderson School of Management
 UCLA Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
