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Profil
Lee W.
Minton worked as an Associate at Goldman Sachs & Co. LLC.
He then worked as a Vice President at Applied Portfolio Management, Inc. from 2003 to 2008.
From 2008 to 2022, he worked as an Executive MD & Global Head-Client Partner Group at Sculptor Capital Management, Inc. Mr. Minton received his undergraduate degree from Colby College in 1999.
Anciens postes connus de Lee W. Minton
| Sociétés | Poste | Fin |
|---|---|---|
| SCULPTOR CAPITAL MANAGEMENT, INC. | Investor Relations Contact | - |
Applied Portfolio Management, Inc.
 Applied Portfolio Management, Inc. Investment ManagersFinance Minton Investment Management specializes in the active management of structured investment-grade bond portfolios for institutional investors. Their core portfolio strategy is called MIMdex. It can be applied to a specific Index or any custom Index chosen by the client. Market Indexes include, but are not limited to, the Lehman Aggregate, Lehman Govt./Credit and Lehman Long Govt./Credit. MIMdex can also be applied to liability-based custom Indexes. The firm believes that the risk and return characteristics of an assigned Index can be enhanced by the active management of portfolios which accept the duration constraint of the assigned Index for reliability, while simultaneously applying traditional bond management methods to the duration-matched portfolios. This strategy varies the cash flow structure and the credit risk exposure of the portfolio relative to the Target Index. The portfolio holdings are fine-tuned for incremental return. Minton does not time the market or manipulate relative duration. They also do not replicate the cross-section of the Target Index. Portfolios are transparent and liquid with a monthly cash flow option. Investments are primarily in AAA quality securities. Minton's Intermediate Reserve Portfolio Management (IRPM) strategy is a low duration strategy useful where the volatility of market or higher duration Indexes is inappropriate or the time horizon for use of the funds is shorter or less predictable than a pension fund. The portfolio is benchmarked against the Merrill Lynch Corporate & Govt. 1-3 Years Index. Minton believes that active management can enhance the return of a conservative short-term bond portfolio through traditional bond management methods applied within a specific duration range selected to achieve a favorable combination of return and controlled volatility. This strategy targets a duration range of 1.5 to 3 years, averaging 2 years. It varies the credit risk exposure of the portfolio relative to the Target Index. They employ 'Roll down / Roll out' to capitalize on yield curve math. Portfolio holdings are fine-tuned for incremental return. The strategy does not replicate the cross-section of the Target Index nor does it allow bonds to mature when the yield curve is normal. | Analyst-Fixed Income | 31/08/2008 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2002 |
Formation de Lee W. Minton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
71
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Applied Portfolio Management, Inc.
Applied Portfolio Management, Inc. Investment ManagersFinance Minton Investment Management specializes in the active management of structured investment-grade bond portfolios for institutional investors. Their core portfolio strategy is called MIMdex. It can be applied to a specific Index or any custom Index chosen by the client. Market Indexes include, but are not limited to, the Lehman Aggregate, Lehman Govt./Credit and Lehman Long Govt./Credit. MIMdex can also be applied to liability-based custom Indexes. The firm believes that the risk and return characteristics of an assigned Index can be enhanced by the active management of portfolios which accept the duration constraint of the assigned Index for reliability, while simultaneously applying traditional bond management methods to the duration-matched portfolios. This strategy varies the cash flow structure and the credit risk exposure of the portfolio relative to the Target Index. The portfolio holdings are fine-tuned for incremental return. Minton does not time the market or manipulate relative duration. They also do not replicate the cross-section of the Target Index. Portfolios are transparent and liquid with a monthly cash flow option. Investments are primarily in AAA quality securities. Minton's Intermediate Reserve Portfolio Management (IRPM) strategy is a low duration strategy useful where the volatility of market or higher duration Indexes is inappropriate or the time horizon for use of the funds is shorter or less predictable than a pension fund. The portfolio is benchmarked against the Merrill Lynch Corporate & Govt. 1-3 Years Index. Minton believes that active management can enhance the return of a conservative short-term bond portfolio through traditional bond management methods applied within a specific duration range selected to achieve a favorable combination of return and controlled volatility. This strategy targets a duration range of 1.5 to 3 years, averaging 2 years. It varies the credit risk exposure of the portfolio relative to the Target Index. They employ 'Roll down / Roll out' to capitalize on yield curve math. Portfolio holdings are fine-tuned for incremental return. The strategy does not replicate the cross-section of the Target Index nor does it allow bonds to mature when the yield curve is normal. | Finance |
Colby College
 Colby College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sculptor Capital Management, Inc.
 Sculptor Capital Management, Inc. Investment ManagersFinance Provides alternative asset management services | Finance |
