![Jonathan David Allen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Jonathan David Allen worked as Principal at Clay Finlay LLC from 1994 to 2009.
From 2010 to 2023, Mr. Allen was a Senior Investment Team Member at Select Equity Group LP.
Mr. Allen completed undergraduate education at the University of Pennsylvania.
Anciens postes connus de Jonathan David Allen
| Sociétés | Poste | Fin |
|---|---|---|
Select Equity Group LP
 Select Equity Group LP Investment ManagersFinance SEG uses fundamental securities analysis to select investments for their clients’ portfolios. The firm employs several principal investment strategies. Assets under management are predominantly (typically over 85%) equities, though this may vary from strategy to strategy. Their investment strategies are generally driven by a research-intensive, fundamental bottom-up process and draw upon a centralized research department that reviews and analyzes quantitative, qualitative and certain alternative data. | Gestionnaire de Portefeuille-Actions | 01/12/2023 |
Clay Finlay LLC
 Clay Finlay LLC Investment ManagersFinance Clay Finlay (CF) offers Global, International, Emerging Markets, Pacific Basin and Europe mandates. They tend to invest in the stocks of large-cap companies in the finance, health technology and energy minerals sectors. The firm first creates an investable universe, eliminating companies with highly volatile earnings or insufficient market capitalizations and free float. They then conduct further screening by looking at valuation to long-term growth rates. The firm also screens companies by sector and region. They use internally generated research on the resulting focus list. This includes visits to companies to research valuation, management, financial strength and competitive positioning. CF uses a team approach, with the investment policy committee setting macroeconomic strategy and the Chief Investment Officer and portfolio managers assuming portfolio construction and risk control duties. The firm maintains a high turnover rate. | Analyst-Equity | 29/06/2009 |
Formation de Jonathan David Allen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
39
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Select Equity Group LP
Select Equity Group LP Investment ManagersFinance SEG uses fundamental securities analysis to select investments for their clients’ portfolios. The firm employs several principal investment strategies. Assets under management are predominantly (typically over 85%) equities, though this may vary from strategy to strategy. Their investment strategies are generally driven by a research-intensive, fundamental bottom-up process and draw upon a centralized research department that reviews and analyzes quantitative, qualitative and certain alternative data. | Finance |
Clay Finlay LLC
Clay Finlay LLC Investment ManagersFinance Clay Finlay (CF) offers Global, International, Emerging Markets, Pacific Basin and Europe mandates. They tend to invest in the stocks of large-cap companies in the finance, health technology and energy minerals sectors. The firm first creates an investable universe, eliminating companies with highly volatile earnings or insufficient market capitalizations and free float. They then conduct further screening by looking at valuation to long-term growth rates. The firm also screens companies by sector and region. They use internally generated research on the resulting focus list. This includes visits to companies to research valuation, management, financial strength and competitive positioning. CF uses a team approach, with the investment policy committee setting macroeconomic strategy and the Chief Investment Officer and portfolio managers assuming portfolio construction and risk control duties. The firm maintains a high turnover rate. | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
