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Profil
Robert Fraser DeLong worked as a Managing Director & Senior Portfolio Manager at City National Rochdale LLC from 2013 to 2019.
Prior to that, he was a Principal at Morgan Stanley from 1987 to 1998.
He also worked as a Senior Portfolio Manager at Rochdale Investment Management LLC in 2011.
Before that, he was a Vice President at Grand-Jean Capital Management, Inc. from 2002 to 2006.
DeLong received his undergraduate degree from the University of Virginia and his MBA from Kellogg School of Management.
Anciens postes connus de Robert Fraser DeLong
| Sociétés | Poste | Fin |
|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Gestionnaire de Portefeuille-Actions | 01/03/2019 |
Rochdale Investment Management LLC
 Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds. | Gestionnaire de Portefeuille-Actions | 31/08/2013 |
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | 31/12/1998 |
Grand-Jean Capital Management, Inc.
 Grand-Jean Capital Management, Inc. Investment ManagersFinance GJCM is a domestic equity investor that aims to achieve long-term growth of capital and capital preservation. They seek superior returns without undue risk to capital. Their focus is on undervalued companies with strong management, strong free cash flow, and a shareholder orientation. The firm generally hold 15 to 25 stocks per portfolio with no more than a 5% concentration in any one security. They provide independent research that focuses on bottom-up company analysis. | Gestionnaire de Portefeuille-Actions | 31/12/2006 |
Formation de Robert Fraser DeLong
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
55
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds. | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Grand-Jean Capital Management, Inc.
Grand-Jean Capital Management, Inc. Investment ManagersFinance GJCM is a domestic equity investor that aims to achieve long-term growth of capital and capital preservation. They seek superior returns without undue risk to capital. Their focus is on undervalued companies with strong management, strong free cash flow, and a shareholder orientation. The firm generally hold 15 to 25 stocks per portfolio with no more than a 5% concentration in any one security. They provide independent research that focuses on bottom-up company analysis. | Finance |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Finance |
Kellogg School of Management
 Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
