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Kimberlee Millar
Analyst-Equity chez
Jensen Investment Management, Inc.
Profil
Ms. Kimberlee W.
Millar, CFA, is a Business Analyst at Jensen Investment Management, Inc. She conducts fundamental research.
Prior to joining the firm, Ms. Millar served as a Portfolio Manager at Voya Investment Management.
Before Voya, she held positions as a Portfolio Manager and Research Analyst at Allianz Global Investors, focusing on fundamental analysis across the health care, industrial and consumer sectors.
She began her career as an Economist at the Investment Company Institute, conducting macroeconomic and mutual fund industry analysis.
She earned her MA in economics from Queen's University and BA in economics from the University of Calgary.
She is a CFA charterholder.
Postes actifs de Kimberlee Millar
| Sociétés | Poste | Début |
|---|---|---|
Jensen Investment Management, Inc.
 Jensen Investment Management, Inc. Investment ManagersFinance Jensen is a high-conviction, active equity manager which aims to provide long-term capital appreciation for their clients by focusing on equity portfolios that are derived from a select universe of companies that have produced a long-term record of consistently high returns on shareholder equity. The firm's proprietary conservative, growth investment approach employs fundamental, original research to uncover top tier companies available at a significant discount to their intrinsic value. | Analyst-Equity | 01/01/2025 |
Anciens postes connus de Kimberlee Millar
| Sociétés | Poste | Fin |
|---|---|---|
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya IM offers differentiated solutions across fixed income, equity and multi-asset platforms, including private markets and alternatives. The firm’s equity disciplines are organized as a series of discrete competencies managed by specialist teams and supported by centralized quantitative and sector-specific fundamental research. Top-down macro themes shape overall fixed income strategy and provide the context for bottom-up security selection. | Gestionnaire de Portefeuille-Actions | 01/01/2023 |
RCM Capital Management LLC
 RCM Capital Management LLC Investment ManagersFinance RCM Capital Management offers investment strategies that cover all market-caps and investment styles. The firm offers investment products that vary widely from regional and global strategies to multi-asset and structured products. They have particular expertise in: (1) regional/country equity strategies (2) global equity strategies (3) emerging markets equity strategies (4) thematic and sector strategies (5) alpha extension strategies (6) multi-asset absolute return strategies and (7) structured products. RCM's investment philosophy is based on proprietary sector-based fundamental research. Though not limited by sector, RCM tends to invest in the stocks of companies in the electronic technology, technology services and health technology sectors. The firm invests globally, across all market-caps. RCM maintains a medium turnover rate. | Gestionnaire de Portefeuille-Actions | 31/03/2013 |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of mutual funds, exchange-traded funds, closed-end funds and unit investment trusts | Corporate Officer/Principal | 31/12/2004 |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging. | Analyst-Equity | - |
Formation de Kimberlee Millar
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
64
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance RCM Capital Management offers investment strategies that cover all market-caps and investment styles. The firm offers investment products that vary widely from regional and global strategies to multi-asset and structured products. They have particular expertise in: (1) regional/country equity strategies (2) global equity strategies (3) emerging markets equity strategies (4) thematic and sector strategies (5) alpha extension strategies (6) multi-asset absolute return strategies and (7) structured products. RCM's investment philosophy is based on proprietary sector-based fundamental research. Though not limited by sector, RCM tends to invest in the stocks of companies in the electronic technology, technology services and health technology sectors. The firm invests globally, across all market-caps. RCM maintains a medium turnover rate. | Finance |
Jensen Investment Management, Inc.
Jensen Investment Management, Inc. Investment ManagersFinance Jensen is a high-conviction, active equity manager which aims to provide long-term capital appreciation for their clients by focusing on equity portfolios that are derived from a select universe of companies that have produced a long-term record of consistently high returns on shareholder equity. The firm's proprietary conservative, growth investment approach employs fundamental, original research to uncover top tier companies available at a significant discount to their intrinsic value. | Finance |
Voya Investment Management Co. LLC
Voya Investment Management Co. LLC Investment ManagersFinance Voya IM offers differentiated solutions across fixed income, equity and multi-asset platforms, including private markets and alternatives. The firm’s equity disciplines are organized as a series of discrete competencies managed by specialist teams and supported by centralized quantitative and sector-specific fundamental research. Top-down macro themes shape overall fixed income strategy and provide the context for bottom-up security selection. | Finance |
Investment Company Institute
Investment Company Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of mutual funds, exchange-traded funds, closed-end funds and unit investment trusts | Commercial Services |
Queen's University
 Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Calgary
 University of Calgary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging. | Finance |
