Profil
Mr. Leo J.
Dierckman is a Managing Director & Portfolio Manager at Oppenheimer Investment Management LLC.
He is on the Board of Directors at The Gleaners Food Bank of Indiana, Inc. He is primarily responsible for management duties for the Insurance accounts and non-investment grade assets.
His research responsibilities are for the Healthcare, Homebuilding, and Municipal bond sectors.
Prior to joining OIM, Mr. Dierckman was Vice President, Portfolio Manager for 4086 Advisors, Inc. He was a member of the insurance management team for the Conseco insurance portfolios and non-affiliated insurance clients.
He holds a B.S.
in Finance from Indiana University.
Postes actifs de Leo John Dierckman
| Sociétés | Poste | Début |
|---|---|---|
Oppenheimer Investment Management LLC
Oppenheimer Investment Management LLC Investment ManagersFinance OIM manages fixed-income accounts with various investment strategies. For each strategy, the investment process begins with an understanding of the client’s needs and objectives. Security selection is bottom-up and focuses on optimal bond selection. In selecting core holdings, portfolio managers look for higher yields than the strategy’s benchmark, shorter maturities, stable fundamentals, and long holding periods. The portfolio manager’s decision to sell a security involves many factors, which include whether the risk or return becomes unfavorable, an attractive alternative is available, deteriorating credit fundamentals, portfolio balancing is required, and client-specific needs. | Portfolio Manager-Fixed Income | 01/06/2005 |
The Gleaners Food Bank of Indiana, Inc.
The Gleaners Food Bank of Indiana, Inc. Miscellaneous Commercial ServicesCommercial Services Provides, secures, stores and redistributes donated food to charities | Directeur/Membre du Conseil | - |
Anciens postes connus de Leo John Dierckman
| Sociétés | Poste | Fin |
|---|---|---|
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance OAM uses a third-party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing. | Portfolio Manager-Fixed Income | 01/01/2006 |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 primarily invests client’s assets in multiple classes of fixed income securities and investments. The firm builds each portfolio from the bottom-up by selecting undervalued securities through proprietary, independent research. They place an emphasis on relative value, looking for opportunities where the market price of a security does not appropriately reflect its intrinsic value. The objective is to invest in those securities that the firm believes are undervalued and then sell them when they become fully valued in the market. 40/86 also perform a top-down asset allocation and performance attribution analysis. The firm’s portfolio managers have decision-making authority over investment decisions. | Analyst-Fixed Income | 29/06/2005 |
Formation de Leo John Dierckman
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 | 5 |
|---|---|
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance OAM uses a third-party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing. | Finance |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 primarily invests client’s assets in multiple classes of fixed income securities and investments. The firm builds each portfolio from the bottom-up by selecting undervalued securities through proprietary, independent research. They place an emphasis on relative value, looking for opportunities where the market price of a security does not appropriately reflect its intrinsic value. The objective is to invest in those securities that the firm believes are undervalued and then sell them when they become fully valued in the market. 40/86 also perform a top-down asset allocation and performance attribution analysis. The firm’s portfolio managers have decision-making authority over investment decisions. | Finance |
Indiana University
Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Gleaners Food Bank of Indiana, Inc.
The Gleaners Food Bank of Indiana, Inc. Miscellaneous Commercial ServicesCommercial Services Provides, secures, stores and redistributes donated food to charities | Commercial Services |
Oppenheimer Investment Management LLC
Oppenheimer Investment Management LLC Investment ManagersFinance OIM manages fixed-income accounts with various investment strategies. For each strategy, the investment process begins with an understanding of the client’s needs and objectives. Security selection is bottom-up and focuses on optimal bond selection. In selecting core holdings, portfolio managers look for higher yields than the strategy’s benchmark, shorter maturities, stable fundamentals, and long holding periods. The portfolio manager’s decision to sell a security involves many factors, which include whether the risk or return becomes unfavorable, an attractive alternative is available, deteriorating credit fundamentals, portfolio balancing is required, and client-specific needs. | Finance |
















