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Profil
Mr. Monte Mitchell is a Director-Sales & Marketing at Jensen Investment Management, Inc. He joined the firm in September 2011.
Previously, he was Financial Advisor Consultant at Charles Schwab & Co., Inc. since September 2008.
From 2002 to 2008, he served as Senior Relationship Manager at Morley Financial Services and from July 2000 to November 2001, he served as Director of RIA Sales at SEI Investments.
From 1998 to 2000, he was with Liberty Funds Group.
Before that he was with Crabbe Huson Funds.
Mr. Mitchell received his BS degree from Oregon State University in 1990.
Anciens postes connus de Monte Mitchell
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | 31/08/2011 |
| SEI INVESTMENTS COMPANY | Sales & Marketing | 30/11/2001 |
Liberty Funds Group, Inc.
 Liberty Funds Group, Inc. Investment ManagersFinance Liberty Funds Group focuses on the managed futures and commodities industry. Their Liberty Wealth Protection strategy is designed to protect the purchasing power of the US dollar. The strategy represents the firm's best ideas and cumulative experience and, like other managed futures vehicles, does not correlate to the performance of stock and bond markets. The strategy seeks to deliver outsized returns during periods of economic duress. In managing the strategy, Liberty Funds Group uses proprietary computerized multi-time scale mathematical models which trade on timeframes from a few hours to a year. These models trade a basket of futures and options markets and generate alpha from multiple, non-correlated sources such as trends, short-term mean reversion and expansion and option time decay. The trend following or directional component of the strategy is robust and adaptive. It allows for market behavior to establish time scales most suitable for capturing material price moves in a particular market. The directional component has a slight bias towards trades that would participate in rising commodity prices, rising interest rates and a weakening US dollar. The short term component considers tick data across multiple time frames from 4 days to 50 days to locate trading opportunities. The model looks for set ups that would tend to signal a break out from an area of price congestion. It also searches for an opportunity to profit from a trending market as it shows signs of reverting to a mean. The option component is built around two concepts: (1) trend following signals are false more often than they are true and (2) the time value of an option declines rapidly as it approaches expiration. Combining these concepts together with a futures based option defense strategy creates a unique stand-alone trading strategy. | Corporate Officer/Principal | 31/12/1999 |
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. | Sales & Marketing | - |
Formation de Monte Mitchell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
SEI Investments Co.
 SEI Investments Co. Investment ManagersFinance Provides global investment solutions to institutions and individuals | 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 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
Liberty Funds Group, Inc.
Liberty Funds Group, Inc. Investment ManagersFinance Liberty Funds Group focuses on the managed futures and commodities industry. Their Liberty Wealth Protection strategy is designed to protect the purchasing power of the US dollar. The strategy represents the firm's best ideas and cumulative experience and, like other managed futures vehicles, does not correlate to the performance of stock and bond markets. The strategy seeks to deliver outsized returns during periods of economic duress. In managing the strategy, Liberty Funds Group uses proprietary computerized multi-time scale mathematical models which trade on timeframes from a few hours to a year. These models trade a basket of futures and options markets and generate alpha from multiple, non-correlated sources such as trends, short-term mean reversion and expansion and option time decay. The trend following or directional component of the strategy is robust and adaptive. It allows for market behavior to establish time scales most suitable for capturing material price moves in a particular market. The directional component has a slight bias towards trades that would participate in rising commodity prices, rising interest rates and a weakening US dollar. The short term component considers tick data across multiple time frames from 4 days to 50 days to locate trading opportunities. The model looks for set ups that would tend to signal a break out from an area of price congestion. It also searches for an opportunity to profit from a trending market as it shows signs of reverting to a mean. The option component is built around two concepts: (1) trend following signals are false more often than they are true and (2) the time value of an option declines rapidly as it approaches expiration. Combining these concepts together with a futures based option defense strategy creates a unique stand-alone trading strategy. | Finance |
Oregon State University
 Oregon State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
