![Rajesh Kohli](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
Mr. Kohli joined Financial Partners in 1997 and has been a Portfolio Manager since 1999.
Prior to joining FPCM, he spent three years with Hamershlag, Kempner as an analyst for a small-cap hedge fund.
Mr. Kohli has an MBA in Finance and Investments from Zicklin School of Business, Baruch College, CUNY and a Master of Commerce from University of Delhi, India.
He is also a CFA charterholder, a member of the CFA Institute, and a member of the New York Society of Security Analysts.
Anciens postes connus de Rajesh Kohli
| Sociétés | Poste | Fin |
|---|---|---|
Financial Partners Capital Management LLC
 Financial Partners Capital Management LLC Investment ManagersFinance Financial Partners Capital Management's (FPCM) investment philosophy focuses on the preservation and enhancement of clients' purchasing power without exposing their assets to unnecessary risk. They believe that over time, equities will outperform all other financial asset classes, and that investing with a long-term horizon results in a lower turnover, transaction costs and capital gains taxes. Their investment process follows a top-down/bottom-up approach. Detailed fundamental company and security analysis is complemented with an appraisal of the cyclical and secular forces affecting the economy, and the expected rate of returns of different asset classes. FPCM interprets value in a broad sense that combines asset valuation, growth in earnings and free-cash flow. For equities, the firm's objective is to achieve consistent and positive real rates of return on the capital entrusted to them, thereby increasing the purchasing power of the funds over time. They believe that this goal can best be realized by emphasizing common stocks because of their unique ability to compound high rates of return over long periods. The firm will not temporarily use short-term fixed-income securities when the expected risk-adjusted return on stocks is not acceptable. FPCM's active approach in managing taxable and non-taxable fixed-income securities is designed to produce positive real rates of return over time. Portfolios are invested in a variety of instruments, depending on the firm's top-down/bottom-up analysis. They buy government bonds, agencies, MBSs, corporates, tax-exempts and others. They focus predominantly on investment grade securities to protect capital and to control the credit risk, but remain open to investing in higher yielding securities when spreads are attractive. | Gestionnaire de Portefeuille-Actions | 01/04/2007 |
MCM Associates Ltd.
 MCM Associates Ltd. Investment ManagersFinance MCM invests long primarily in small-cap growth companies and short in multi-cap securities. | Corporate Officer/Principal | 29/01/2003 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Financial Partners Capital Management LLC
Financial Partners Capital Management LLC Investment ManagersFinance Financial Partners Capital Management's (FPCM) investment philosophy focuses on the preservation and enhancement of clients' purchasing power without exposing their assets to unnecessary risk. They believe that over time, equities will outperform all other financial asset classes, and that investing with a long-term horizon results in a lower turnover, transaction costs and capital gains taxes. Their investment process follows a top-down/bottom-up approach. Detailed fundamental company and security analysis is complemented with an appraisal of the cyclical and secular forces affecting the economy, and the expected rate of returns of different asset classes. FPCM interprets value in a broad sense that combines asset valuation, growth in earnings and free-cash flow. For equities, the firm's objective is to achieve consistent and positive real rates of return on the capital entrusted to them, thereby increasing the purchasing power of the funds over time. They believe that this goal can best be realized by emphasizing common stocks because of their unique ability to compound high rates of return over long periods. The firm will not temporarily use short-term fixed-income securities when the expected risk-adjusted return on stocks is not acceptable. FPCM's active approach in managing taxable and non-taxable fixed-income securities is designed to produce positive real rates of return over time. Portfolios are invested in a variety of instruments, depending on the firm's top-down/bottom-up analysis. They buy government bonds, agencies, MBSs, corporates, tax-exempts and others. They focus predominantly on investment grade securities to protect capital and to control the credit risk, but remain open to investing in higher yielding securities when spreads are attractive. | Finance |
MCM Associates Ltd.
MCM Associates Ltd. Investment ManagersFinance MCM invests long primarily in small-cap growth companies and short in multi-cap securities. | Finance |
