Profil
Mr. Mark A. Morris is Managing Director & Portfolio Manager at NWQ Investment Management Co. LLC.
Prior to joining NWQ, Mr. Morris held the position of Director & Portfolio Manager with Merrill Lynch Investment Managers where he managed value-oriented institutional portfolios for three years.
Prior to that, he spent seven years at Trust Company of the West as a Senior Vice President & Analyst, covering primarily technology companies.
Mr. Morris was also a Vice President at Hanifen Imhoff, Inc. where he served as a Technology Analyst.
Mr. Morris received his Bachelor of Science degree in Computer Science from California State University-Chico, a Master of Science degree in Electrical & Computer Engineering from the University of California, Santa Barbara and an MBA from the University of San Diego.
Anciens postes connus de Mark A. Morris
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Gestionnaire de Portefeuille-Actions | 31/12/2000 |
Gould Electronics, Inc.
Gould Electronics, Inc. Electronic Production EquipmentElectronic Technology Manufactures printed circuit boards and laminators | Corporate Officer/Principal | - |
National Clinical Research, Inc.
National Clinical Research, Inc. Miscellaneous Commercial ServicesCommercial Services Provides clinical research services | Corporate Officer/Principal | - |
Hanifen, Imhoff, Inc.
Hanifen, Imhoff, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Corporate Officer/Principal | - |
Formation de Mark A. Morris
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 8 |
|---|---|
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Finance |
Gould Electronics, Inc.
Gould Electronics, Inc. Electronic Production EquipmentElectronic Technology Manufactures printed circuit boards and laminators | Electronic Technology |
California State University-Chico
California State University-Chico Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Santa Barbara
University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Diego
University of San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hanifen, Imhoff, Inc.
Hanifen, Imhoff, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
National Clinical Research, Inc.
National Clinical Research, Inc. Miscellaneous Commercial ServicesCommercial Services Provides clinical research services | Commercial Services |
















