Profil
Richard Orre Excell worked as a Managing Director at UBS O'Connor Ltd. from 2008 to 2012.
He also worked as a Portfolio Manager at UBS O'Connor LLC.
Later, he worked as a Senior Portfolio Manager at Wolverine Asset Management LLC from 2014 to 2020.
Excell holds an MBA from The University of Chicago, which he received in 2001.
He also received an undergraduate degree from the University of Illinois in 1990.
Anciens postes connus de Richard Orre Excell
| Sociétés | Poste | Fin |
|---|---|---|
Wolverine Asset Management LLC
Wolverine Asset Management LLC Investment ManagersFinance WAM utilizes structural arbitrage and relative value strategies that seek to capture returns on capital through the purchase of securities below their theoretical fair value and through the reduction of related sources of risk. The firm invests in equity, credit, commodity, and volatility asset classes. | Gestionnaire de Portefeuille-Actions | 01/06/2020 |
UBS O'Connor Ltd.
UBS O'Connor Ltd. Investment ManagersFinance UBS O'Connor combines strategies with the goal of creating a diverse stream of returns relatively uncorrelated to major asset classes. The firm’s shift capital and risk dynamically across strategies to seek market investment opportunities. Their approach is rooted in relative value investing and state-of-the-art risk management capabilities, through which they strive to provide investors with attractive, risk-adjusted absolute return potential. | President | 22/09/2011 |
UBS O'Connor LLC
UBS O'Connor LLC Investment ManagersFinance UBS O'Connor generally uses a combination of fundamental and/or quantitative analysis when formulating its investment advice or managing client assets. The firm employs a number of investment strategies in connection with its investment management services. Investment decisions are primarily based on fundamental comparisons. Such bottom-up analysis is combined with a top-down view of opportunities across the various sectors. They believe that the combination of bottom-up and top-down analysis will allow them to identify the most attractive long and short opportunities both across and within sectors and geographies. | Gestionnaire de Portefeuille-Actions | - |
Formation de Richard Orre Excell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
UBS O'Connor LLC
UBS O'Connor LLC Investment ManagersFinance UBS O'Connor generally uses a combination of fundamental and/or quantitative analysis when formulating its investment advice or managing client assets. The firm employs a number of investment strategies in connection with its investment management services. Investment decisions are primarily based on fundamental comparisons. Such bottom-up analysis is combined with a top-down view of opportunities across the various sectors. They believe that the combination of bottom-up and top-down analysis will allow them to identify the most attractive long and short opportunities both across and within sectors and geographies. | Finance |
UBS O'Connor Ltd.
UBS O'Connor Ltd. Investment ManagersFinance UBS O'Connor combines strategies with the goal of creating a diverse stream of returns relatively uncorrelated to major asset classes. The firm’s shift capital and risk dynamically across strategies to seek market investment opportunities. Their approach is rooted in relative value investing and state-of-the-art risk management capabilities, through which they strive to provide investors with attractive, risk-adjusted absolute return potential. | Finance |
Wolverine Asset Management LLC
Wolverine Asset Management LLC Investment ManagersFinance WAM utilizes structural arbitrage and relative value strategies that seek to capture returns on capital through the purchase of securities below their theoretical fair value and through the reduction of related sources of risk. The firm invests in equity, credit, commodity, and volatility asset classes. | Finance |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Illinois
University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















