Profil
Mr. Jordan F.
Posner is a Partner at Matrix Asset Advisors, Inc. He is also a Managing Director & Senior Portfolio Manager of Matrix Asset Advisors where he plays a key role in the firm’s research and portfolio management efforts.
He joined the firm in 2005.
He is also a member of Matrix’s Investment Policy Committee.
Prior to joining Matrix in 2005, Mr. Posner was a principal at David J.
Greene & Co. in New York City, spending 17 years focused on equity research and portfolio management.
Before joining David J.
Greene & Co., he worked at Management Asset Corporation in Westport, CT for two years.
He received his B.S.
(1979) and M.Eng.
(1980) from Rensselaer Polytechnic Institute, and his MBA from the University of Pennsylvania’s Wharton School in 1986.
He is a member of the CFA Institute, New York Society of Security Analysts and the Media and Entertainment Analysts of New York.
Postes actifs de Jordan Fraser Posner
| Sociétés | Poste | Début |
|---|---|---|
Matrix Asset Advisors, Inc.
Matrix Asset Advisors, Inc. Investment ManagersFinance Matrix is a value-driven asset manager which deploys a time-tested, bottom-up approach to fundamental research and portfolio construction. For equities, the firm runs high-conviction, research-based portfolios of 20-40 positions, focused on better companies in better industries with superior management teams. For fixed income, they invest in high quality issuers to provide current income with very low principal risk, and generally focus on short- to intermediate-term maturities. | Analyst-Equity | 01/01/2005 |
Anciens postes connus de Jordan Fraser Posner
| Sociétés | Poste | Fin |
|---|---|---|
Greene David J & Co. LLC.
Greene David J & Co. LLC. Investment ManagersFinance DJG's investment process begins with screening for stocks that are priced significantly below their worth, where a catalyst is likely to move the stocks price in the direction of its intrinsic value. The firm uses in-depth research to invest in US equities that are selling at a significant discount to intrinsic value. DJG thoroughly examines companies with the goal of evaluating underlying economic value and how that value might be passed along to shareholders, particularly by changes in management, financial structure, or business strategy. Equities with high potential are scrutinized in-depth to refine the determination of intrinsic value through comparative peer company valuations, announced transaction pricing and intensive cash flow analysis. Their investment committee monitors portfolio selection and construction. They will sell a stock when the price to intrinsic value gap has significantly narrowed, management changes the strategic plan, the fundamentals deteriorate or the portfolio needs diversification. DJC focuses on small-mid cap companies in across all sectors. | Analyst-Equity | 31/12/2004 |
Formation de Jordan Fraser Posner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Greene David J & Co. LLC.
Greene David J & Co. LLC. Investment ManagersFinance DJG's investment process begins with screening for stocks that are priced significantly below their worth, where a catalyst is likely to move the stocks price in the direction of its intrinsic value. The firm uses in-depth research to invest in US equities that are selling at a significant discount to intrinsic value. DJG thoroughly examines companies with the goal of evaluating underlying economic value and how that value might be passed along to shareholders, particularly by changes in management, financial structure, or business strategy. Equities with high potential are scrutinized in-depth to refine the determination of intrinsic value through comparative peer company valuations, announced transaction pricing and intensive cash flow analysis. Their investment committee monitors portfolio selection and construction. They will sell a stock when the price to intrinsic value gap has significantly narrowed, management changes the strategic plan, the fundamentals deteriorate or the portfolio needs diversification. DJC focuses on small-mid cap companies in across all sectors. | Finance |
Matrix Asset Advisors, Inc.
Matrix Asset Advisors, Inc. Investment ManagersFinance Matrix is a value-driven asset manager which deploys a time-tested, bottom-up approach to fundamental research and portfolio construction. For equities, the firm runs high-conviction, research-based portfolios of 20-40 positions, focused on better companies in better industries with superior management teams. For fixed income, they invest in high quality issuers to provide current income with very low principal risk, and generally focus on short- to intermediate-term maturities. | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rensselaer Polytechnic Institute
Rensselaer Polytechnic Institute Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















