Profil
Ms. Cooper was born in St. Louis, Missouri in 1957.
She graduated from The University of Kansas (B.G.S., 1980).
She is a member of the Security Traders Association.
Ms. Cooper began her career in Los Angeles as an equity and municipal bond Trader for Scudder, Stevens & Clark in 1980.
Prior to joining Osterweis Capital Management in 1995, she was an equity Trader for Pacific Financial Research in Beverly Hills beginning in 1988.
Anciens postes connus de Karen L. Cooper
| Sociétés | Poste | Fin |
|---|---|---|
Pacific Financial Research, Inc.
Pacific Financial Research, Inc. Investment Trusts/Mutual FundsMiscellaneous PFR is a bottom-up value manager with two concentrated portfolios. Unconventional Value employs a discretionary, value equity strategy. 95+ Equity employs the same discretionary, value equity strategy as Unconventional Value, but remains fully invested (cash less than five percent). PFR practices a team approach to investing, assigning two investment professionals to analyze each company. One member is appointed as a 'devil's advocate' to challenge the assumptions and conclusions of the other member. Their research entails gathering industry and company information, visiting companies and meeting with management, talking with customers, competitors and suppliers and discussing key issues with experts in the field. They build computer-based models to calculate the intrinsic value of a company. PFC then compares a detailed discounted cash flow analysis to the price a rational private buyer would pay for a similar business. Intrinsic value is the lower of these two valuations. They then focus on a sensitivity analysis of the key risks inherent in the business to refine their estimate of intrinsic value. If they are unable to completely understand the business fundamentals, they avoid investing in the company. A portfolio manager is responsible for day-to-day administration of each account. Accounts are managed identically, subject to specific client requirements. Although the portfolio manager and client service representative are the primary client contacts, over time PFC introduces each client to all members of the investment staff. | Corporate Officer/Principal | 31/12/1994 |
Scudder Stevens & Clark Inc
Scudder Stevens & Clark Inc Investment ManagersFinance Provides investment management solutions | Corporate Officer/Principal | 31/12/1987 |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis takes a fundamental approach to investing. The firm's investment strategies focus on equity securities, fixed income securities, and various combinations thereof. They search for investments with acceptable downside risk and underappreciated growth potential. Osterweis combines top-down and bottom-up analysis with a search for opportunistic ideas to construct their portfolios. | Trading-Equity | - |
Formation de Karen L. Cooper
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 |
|---|---|
Scudder Stevens & Clark Inc
Scudder Stevens & Clark Inc Investment ManagersFinance Provides investment management solutions | Finance |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis takes a fundamental approach to investing. The firm's investment strategies focus on equity securities, fixed income securities, and various combinations thereof. They search for investments with acceptable downside risk and underappreciated growth potential. Osterweis combines top-down and bottom-up analysis with a search for opportunistic ideas to construct their portfolios. | Finance |
Pacific Financial Research, Inc.
Pacific Financial Research, Inc. Investment Trusts/Mutual FundsMiscellaneous PFR is a bottom-up value manager with two concentrated portfolios. Unconventional Value employs a discretionary, value equity strategy. 95+ Equity employs the same discretionary, value equity strategy as Unconventional Value, but remains fully invested (cash less than five percent). PFR practices a team approach to investing, assigning two investment professionals to analyze each company. One member is appointed as a 'devil's advocate' to challenge the assumptions and conclusions of the other member. Their research entails gathering industry and company information, visiting companies and meeting with management, talking with customers, competitors and suppliers and discussing key issues with experts in the field. They build computer-based models to calculate the intrinsic value of a company. PFC then compares a detailed discounted cash flow analysis to the price a rational private buyer would pay for a similar business. Intrinsic value is the lower of these two valuations. They then focus on a sensitivity analysis of the key risks inherent in the business to refine their estimate of intrinsic value. If they are unable to completely understand the business fundamentals, they avoid investing in the company. A portfolio manager is responsible for day-to-day administration of each account. Accounts are managed identically, subject to specific client requirements. Although the portfolio manager and client service representative are the primary client contacts, over time PFC introduces each client to all members of the investment staff. | Miscellaneous |
University of Kansas
University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















