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John David Brim
Directeur en chef des Investissements chez
Smith Group Asset Management LLC
Profil
Mr. John D.
Brim, CFA, is a Chief Investment Officer at Cantor Select Portfolios Trust, a Chief Investment Officer & Portfolio Manager at Smith Group Asset Management LLC, a Member at CFA Institute and a Member at CFA Society of Dallas-Fort Worth, Inc. He joined Smith Group Asset Management in March 1998 and is a member of the Portfolio Management team.
Prior to joining Smith Group, he was a Manager within the Institutional Investment Consulting Group of Deloitte & Touche, LLP from 1997 to 1998.
From 1990 to 1997, he held a variety of positions, including Senior Client Manager, with NationsBank Asset Management in Dallas.
He earned his BS in Economics from Texas A & M University.
He was awarded the Chartered Financial Analyst (CFA) designation in 1998.
Mr. Brim is a member of the CFA Institute and the CFA Society of Dallas-Ft.
Worth as well as a member of the firm’s ESG committee.
Postes actifs de John David Brim
| Sociétés | Poste | Début |
|---|---|---|
Smith Group Asset Management LLC
 Smith Group Asset Management LLC Investment ManagersFinance Smith Group manages the investment and reinvestment of clients’ assets through the investment in various securities, such as equities and, in certain cases, money market instruments. The firm applies an engineering approach to investment management. By leveraging technology and fundamental research, they identify companies with undiscovered growth potential, creating portfolios designed to produce attractive return patterns. Using both quantitative and qualitative analysis, Smith Group invests in high-quality companies poised to accelerate earnings growth and exceed investor expectations. | Directeur en chef des Investissements | 01/03/1998 |
Cantor Select Portfolios Trust
 Cantor Select Portfolios Trust Investment Trusts/Mutual FundsMiscellaneous Acts as an Umbrella Fund | Directeur en chef des Investissements | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
CFA Society of Dallas-Fort Worth, Inc. | Corporate Officer/Principal | - |
Anciens postes connus de John David Brim
| Sociétés | Poste | Fin |
|---|---|---|
Discovery Management Ltd.
 Discovery Management Ltd. Investment ManagersFinance Discovery Management manages market neutral hedge fund that invests both long and short in a portfolio of approximately 150 to 300 stocks. The firm provides a variety of specialized research services. The portfolio selects both long and short positions using a combination of fundamental valuation metrics. Discovery Partners' fund seeks to be tax efficient and provide monthly liquidity. The portfolio selects both long and short positions using a combination of Sir John Templeton and Joel Greenblatt's fundamental valuation metrics approaches. In addition, a quality metric is used to evaluate earnings and financial statements. The portfolio holds a large number of positions in order to remain neutral to over 80 industry groups, styles, market-caps, market volatility and fluctuations in oil prices or the value of the US dollar versus the Euro. The firm specializes is designing stock selection processes that neutralize any unwanted exposures. Discovery Partners analyzes portfolios and calculates portfolios' unintentional exposures due to style, size, industry, the volatility index, the Euro, oil prices or specific sectors. For their clients that specialize in selecting their own long stock picks, the firm evaluates their portfolios and generates lists of short stocks that will complement the client's longs and eliminate unwanted style bets and factor exposures. | Gestionnaire de Portefeuille-Actions | 29/02/2008 |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Corporate Officer/Principal | 01/01/1998 |
NationsBank Corp.
 NationsBank Corp. Major BanksFinance Bank holding company | Corporate Officer/Principal | 31/12/1996 |
Smith Asset Management Group LP
 Smith Asset Management Group LP Investment ManagersFinance Smith Group applies an engineering approach to investment management. The firm leverages technology and fundamental research to identify companies with undiscovered growth potential, creating portfolios designed to produce attractive return patterns. Using both quantitative and qualitative analysis, they invest in high quality companies poised to accelerate earnings growth and exceed investor expectations. Smith Group invests, under normal market conditions, in common stocks and other equity securities. These securities may be traded over the counter or listed on an exchange. Reasons to sell a stock may include: negative earnings forecast or report, valuation concerns, company official’s downward guidance on company performance or earnings, or announcement of a buyout. | President | - |
Formation de John David Brim
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
NationsBank Corp.
NationsBank Corp. Major BanksFinance Bank holding company | Finance |
Discovery Management Ltd.
Discovery Management Ltd. Investment ManagersFinance Discovery Management manages market neutral hedge fund that invests both long and short in a portfolio of approximately 150 to 300 stocks. The firm provides a variety of specialized research services. The portfolio selects both long and short positions using a combination of fundamental valuation metrics. Discovery Partners' fund seeks to be tax efficient and provide monthly liquidity. The portfolio selects both long and short positions using a combination of Sir John Templeton and Joel Greenblatt's fundamental valuation metrics approaches. In addition, a quality metric is used to evaluate earnings and financial statements. The portfolio holds a large number of positions in order to remain neutral to over 80 industry groups, styles, market-caps, market volatility and fluctuations in oil prices or the value of the US dollar versus the Euro. The firm specializes is designing stock selection processes that neutralize any unwanted exposures. Discovery Partners analyzes portfolios and calculates portfolios' unintentional exposures due to style, size, industry, the volatility index, the Euro, oil prices or specific sectors. For their clients that specialize in selecting their own long stock picks, the firm evaluates their portfolios and generates lists of short stocks that will complement the client's longs and eliminate unwanted style bets and factor exposures. | Finance |
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Group applies an engineering approach to investment management. The firm leverages technology and fundamental research to identify companies with undiscovered growth potential, creating portfolios designed to produce attractive return patterns. Using both quantitative and qualitative analysis, they invest in high quality companies poised to accelerate earnings growth and exceed investor expectations. Smith Group invests, under normal market conditions, in common stocks and other equity securities. These securities may be traded over the counter or listed on an exchange. Reasons to sell a stock may include: negative earnings forecast or report, valuation concerns, company official’s downward guidance on company performance or earnings, or announcement of a buyout. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
Texas A&M University
 Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
CFA Society of Dallas-Fort Worth, Inc. | |
Smith Group Asset Management LLC
Smith Group Asset Management LLC Investment ManagersFinance Smith Group manages the investment and reinvestment of clients’ assets through the investment in various securities, such as equities and, in certain cases, money market instruments. The firm applies an engineering approach to investment management. By leveraging technology and fundamental research, they identify companies with undiscovered growth potential, creating portfolios designed to produce attractive return patterns. Using both quantitative and qualitative analysis, Smith Group invests in high-quality companies poised to accelerate earnings growth and exceed investor expectations. | Finance |
Cantor Select Portfolios Trust
Cantor Select Portfolios Trust Investment Trusts/Mutual FundsMiscellaneous Acts as an Umbrella Fund | Miscellaneous |
