![Peter J. McCarthy](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>)
Profil
Prior to joining Barrett Associates, Mr. McCarthy was Senior Vice President at Mitchell Hutchins Asset Management, where he was responsible for all institutional equity and balanced portfolios, client relationships and research.
At Valenzuela Capital Management from 1993-1996, he contributed to the growth of assets from $400 million to $1.1 billion.
From 1985-1993, Peter served as Vice President and Portfolio Manager overseeing $2 billion of equity and balanced portfolios at Lazard Freres.
Beginning his portfolio management career at Bernstein-Macaulay in 1975, Mr. McCarthy was also Director of Research.
He is a Chartered Financial Analyst, a member of both the New York Society of Security Analysts and the Association for Investment Management and Research.
Mr. McCarthy holds a B.A. from C.W.
Post College, as well as an M.B.A. from Long Island University.
Anciens postes connus de Peter J. McCarthy
| Sociétés | Poste | Fin |
|---|---|---|
Barrett Associates, Inc.
 Barrett Associates, Inc. Investment ManagersFinance Barrett Associates is a large-cap growth manager that seeks to achieve premium returns through investments in the stocks of fundamentally strong, shareholder-oriented companies with superior, sustainable sales and earnings growth. They focus on companies in higher-growth industries that are experiencing superior sales and earnings increases. Investments are diversified across a variety of growing industries to provide portfolios with superior overall growth characteristics and to control risk. Though not limited by sector, Barrett Associates tends to invest in the stocks of large-cap companies in the finance, technology services, health technology, energy minerals, producer manufacturing and electronic technology sectors. They invest primarily in the US and Europe. The firm maintains a very low turnover rate. Barrett Associates' research efforts focus on industries that have the potential to grow at a greater rate than the overall economy. The firm looks for companies with excellent management teams, high pre-tax margins and significant cash generation. They strive to purchase shares at an appropriate valuation and hold them for as long as the company's competitive advantages are sustained. Barrett Associates' investment horizon is 3 to 5 years. Barrett Associates also offers balanced portfolios. Bonds are included in portfolios to provide safety, liquidity and a stable stream of income on a favorable after-tax basis. The firm's fixed-income investment approach selects bonds based on their outlook for interest rates and the client's tax status. Barrett Associates invests in securities with a high-quality credit rating. The firm's fixed-income research evaluates macroeconomic data including GDP growth, fiscal monetary and regulatory policy, the outlook for inflation and global capital flows to determine long and short-term expectations for interest rates. Bond portfolios are positioned to take advantage of the inflection point of the yield curve. Barrett Associates invests in bonds rated investment grade or better. These securities may include issues of the US Treasury, state and local governments, including US territories, authorities and agencies and high-quality corporations. | Gestionnaire de Portefeuille-Actions | 31/12/2005 |
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance LAM offers products across a broad spectrum of asset classes, designed for different client types. The firm’s traditional and alternative investment services cover listed equity and fixed income investments in a wide range of global, regional and country specific strategies. Risk management is integral to their portfolio construction. They rely heavily on fundamental, bottom-up investment research. | Gestionnaire de Portefeuille-Actions | 31/12/1993 |
Mitchell Hutchins Asset Management, Inc.
 Mitchell Hutchins Asset Management, Inc. Investment ManagersFinance Provide institutional asset management services | Gestionnaire de Portefeuille-Actions | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
25
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Barrett Associates, Inc.
Barrett Associates, Inc. Investment ManagersFinance Barrett Associates is a large-cap growth manager that seeks to achieve premium returns through investments in the stocks of fundamentally strong, shareholder-oriented companies with superior, sustainable sales and earnings growth. They focus on companies in higher-growth industries that are experiencing superior sales and earnings increases. Investments are diversified across a variety of growing industries to provide portfolios with superior overall growth characteristics and to control risk. Though not limited by sector, Barrett Associates tends to invest in the stocks of large-cap companies in the finance, technology services, health technology, energy minerals, producer manufacturing and electronic technology sectors. They invest primarily in the US and Europe. The firm maintains a very low turnover rate. Barrett Associates' research efforts focus on industries that have the potential to grow at a greater rate than the overall economy. The firm looks for companies with excellent management teams, high pre-tax margins and significant cash generation. They strive to purchase shares at an appropriate valuation and hold them for as long as the company's competitive advantages are sustained. Barrett Associates' investment horizon is 3 to 5 years. Barrett Associates also offers balanced portfolios. Bonds are included in portfolios to provide safety, liquidity and a stable stream of income on a favorable after-tax basis. The firm's fixed-income investment approach selects bonds based on their outlook for interest rates and the client's tax status. Barrett Associates invests in securities with a high-quality credit rating. The firm's fixed-income research evaluates macroeconomic data including GDP growth, fiscal monetary and regulatory policy, the outlook for inflation and global capital flows to determine long and short-term expectations for interest rates. Bond portfolios are positioned to take advantage of the inflection point of the yield curve. Barrett Associates invests in bonds rated investment grade or better. These securities may include issues of the US Treasury, state and local governments, including US territories, authorities and agencies and high-quality corporations. | Finance |
Mitchell Hutchins Asset Management, Inc.
Mitchell Hutchins Asset Management, Inc. Investment ManagersFinance Provide institutional asset management services | Finance |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance LAM offers products across a broad spectrum of asset classes, designed for different client types. The firm’s traditional and alternative investment services cover listed equity and fixed income investments in a wide range of global, regional and country specific strategies. Risk management is integral to their portfolio construction. They rely heavily on fundamental, bottom-up investment research. | Finance |
