![Pete Schofield](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Pete Schofield
Gestionnaire de Portefeuille-Actions chez
Chartwell Investment Partners LLC
Profil
Mr. Peter M.
Schofield, CFA, is a Senior Portfolio Manager at Chartwell Investment Partners LLC.
He is part of equity investment team.
Mr. Schofield from 2005 to 2010 was a Co-Chief Investment Officer at Knott Capital.
From 1996 to 2005, he was a Portfolio Manager at Sovereign Asset Management.
Prior to Sovereign Asset Management, he was a portfolio manager at Geewax, Terker & Company.
He received his Bachelor’s degree in History from the University of Pennsylvania.
He is a CFA charter holder, member of the CFA Institute and the CFA Society of Philadelphia.
Postes actifs de Pete Schofield
| Sociétés | Poste | Début |
|---|---|---|
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell takes a long-term perspective with their investments, maintains focused portfolios, and strives for an increased active share of their holdings to deliver attractive investment performance. Their Equity Investment teams and strategies focus on the inherent inefficiencies available to astute, fundamentally oriented investors in small, mid, and large-cap equities. Fixed Income strategies leverage strong fundamental research capabilities to capitalize on inefficiencies in the investment grade and high yield credit space. | Gestionnaire de Portefeuille-Actions | 01/12/2010 |
Anciens postes connus de Pete Schofield
| Sociétés | Poste | Fin |
|---|---|---|
CAK Asset Management, Inc.
 CAK Asset Management, Inc. Investment ManagersFinance Knott Capital Management invests primarily in the stocks of US large-cap companies in the finance, electronic technology, technology services, healthcare technology and energy minerals sectors. The firm employs a top-down investment process that is based on the economy and interest rates. They begin with an in-house macroeconomic forecast that incorporates GDP, interest rates, Federal Reserve policy, inflation/deflation pressures, labor market studies and productivity gains. Knott Capital Management overweights sectors whose fundamentals are more favored by a macro view. They underweight or avoid industries that are impaired by the forecast. The firm uses a bottom-up approach to select individual securities. This process incorporates in-house, independent and Wall Street sources. They look for companies within their identified sectors with superior products/services, strong business models with pricing power and exceptional management teams. From a valuation standpoint, Knott Capital Management invests in companies that trade at a reasonable multiple relative to their normalized growth rate, their sector peers and the market. The firm maintains a very high turnover rate | Directeur en chef des Investissements | 03/12/2009 |
Sovereign Asset Management LLC
 Sovereign Asset Management LLC Investment ManagersFinance Sovereign Asset Management utilizes a risk management approach to determine the appropriate level of market exposure at any given time. Measurement of risk is based upon historic market and economic valuations and performance as they relate to current conditions. Portfolio value is preserved to the greatest degree possible by maintaining high cash positions during times when risk levels are excessive, thereby preserving capital during market declines. | Corporate Officer/Principal | - |
Geewax, Terker & Co., Inc.
 Geewax, Terker & Co., Inc. Investment ManagersFinance The investment process used to develop Geewax's portfolios is quantitatively based and model-driven. Stocks are screened on several fundamental criteria in an effort to identify those with the greatest risks of under-performing the benchmark. Portfolio managers are individually responsible for the construction and maintenance of the portfolios. | Corporate Officer/Principal | - |
John Hancock Advisers, Inc.
 John Hancock Advisers, Inc. Investment ManagersFinance Within each investment style, JHA employs a team approach to portfolio management. These teams have relative autonomy for making investment decisions within the strategies' objectives and client guidelines. Each investment team member specializes in an industry or group of industries. A bottom-up investment approach emphasizes detailed fundamental analysis. All portfolio managers perform research and contribute ideas, and the entire investment staff meets daily to exchange market perspectives and investment ideas. | Gestionnaire de Portefeuille-Actions | 01/11/2005 |
Formation de Pete Schofield
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Chartwell Investment Partners LLC
Chartwell Investment Partners LLC Investment ManagersFinance Chartwell takes a long-term perspective with their investments, maintains focused portfolios, and strives for an increased active share of their holdings to deliver attractive investment performance. Their Equity Investment teams and strategies focus on the inherent inefficiencies available to astute, fundamentally oriented investors in small, mid, and large-cap equities. Fixed Income strategies leverage strong fundamental research capabilities to capitalize on inefficiencies in the investment grade and high yield credit space. | Finance |
John Hancock Advisers, Inc.
John Hancock Advisers, Inc. Investment ManagersFinance Within each investment style, JHA employs a team approach to portfolio management. These teams have relative autonomy for making investment decisions within the strategies' objectives and client guidelines. Each investment team member specializes in an industry or group of industries. A bottom-up investment approach emphasizes detailed fundamental analysis. All portfolio managers perform research and contribute ideas, and the entire investment staff meets daily to exchange market perspectives and investment ideas. | Finance |
Geewax, Terker & Co., Inc.
Geewax, Terker & Co., Inc. Investment ManagersFinance The investment process used to develop Geewax's portfolios is quantitatively based and model-driven. Stocks are screened on several fundamental criteria in an effort to identify those with the greatest risks of under-performing the benchmark. Portfolio managers are individually responsible for the construction and maintenance of the portfolios. | Finance |
CAK Asset Management, Inc.
CAK Asset Management, Inc. Investment ManagersFinance Knott Capital Management invests primarily in the stocks of US large-cap companies in the finance, electronic technology, technology services, healthcare technology and energy minerals sectors. The firm employs a top-down investment process that is based on the economy and interest rates. They begin with an in-house macroeconomic forecast that incorporates GDP, interest rates, Federal Reserve policy, inflation/deflation pressures, labor market studies and productivity gains. Knott Capital Management overweights sectors whose fundamentals are more favored by a macro view. They underweight or avoid industries that are impaired by the forecast. The firm uses a bottom-up approach to select individual securities. This process incorporates in-house, independent and Wall Street sources. They look for companies within their identified sectors with superior products/services, strong business models with pricing power and exceptional management teams. From a valuation standpoint, Knott Capital Management invests in companies that trade at a reasonable multiple relative to their normalized growth rate, their sector peers and the market. The firm maintains a very high turnover rate | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sovereign Asset Management LLC
Sovereign Asset Management LLC Investment ManagersFinance Sovereign Asset Management utilizes a risk management approach to determine the appropriate level of market exposure at any given time. Measurement of risk is based upon historic market and economic valuations and performance as they relate to current conditions. Portfolio value is preserved to the greatest degree possible by maintaining high cash positions during times when risk levels are excessive, thereby preserving capital during market declines. | Finance |
Choisissez Zonebourse 
