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Robert Gwin
Analyst-Equity chez
Montrusco Bolton Investments, Inc.
Profil
Mr. Robert W.
Gwin is a Senior Equity Analyst at Montrusco Bolton Investments, Inc. He brings over 15 years of experience supporting international and global equity strategies.
Mr. Gwin was previously employed as a Vice President & Portfolio Manager by RMB Capital Management LLC, a Senior Equity Analyst by Summitry LLC, a Business Analyst by WCM Investment Management LLC, and a Senior Consultant by Andersen Consulting LLP.
He received his undergraduate degree from Vanderbilt University and an MBA from the UCLA Anderson School of Management.
Postes actifs de Robert Gwin
| Sociétés | Poste | Début |
|---|---|---|
Montrusco Bolton Investments, Inc.
 Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions. | Analyst-Equity | 01/01/2026 |
Anciens postes connus de Robert Gwin
| Sociétés | Poste | Fin |
|---|---|---|
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Gestionnaire de Portefeuille-Actions | 01/01/2019 |
WCM Investment Management LLC
 WCM Investment Management LLC Investment ManagersFinance WCM aims to generate long-term, sustainable excess returns for clients. The firm seeks quality growth businesses with superior growth prospects, high returns on invested capital, and low or no debt. They employ a bottom-up, fundamental method of analysis that emphasizes long-horizon growth prospects, competitive advantages, and company cultures conducive to attracting great people. | Analyst-Equity | 01/11/2014 |
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Provides strategy, consulting, technology and operations services | Corporate Officer/Principal | - |
Summitry LLC
 Summitry LLC Investment ManagersFinance Summitry is a long-only, bottom-up investor that invests in high-quality equities and fixed income securities with an eye toward capital preservation and growth. The firm purchase securities when they believe the current market value is safely below their estimate of intrinsic value. Summitry considers broad economic conditions and the particular attributes of the security to make a judgment to sell. | Analyst-Equity | - |
Formation de Robert Gwin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM aims to generate long-term, sustainable excess returns for clients. The firm seeks quality growth businesses with superior growth prospects, high returns on invested capital, and low or no debt. They employ a bottom-up, fundamental method of analysis that emphasizes long-horizon growth prospects, competitive advantages, and company cultures conducive to attracting great people. | Finance |
Summitry LLC
Summitry LLC Investment ManagersFinance Summitry is a long-only, bottom-up investor that invests in high-quality equities and fixed income securities with an eye toward capital preservation and growth. The firm purchase securities when they believe the current market value is safely below their estimate of intrinsic value. Summitry considers broad economic conditions and the particular attributes of the security to make a judgment to sell. | Finance |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Finance |
Accenture LLP
Accenture LLP Miscellaneous Commercial ServicesCommercial Services Provides strategy, consulting, technology and operations services | Commercial Services |
Montrusco Bolton Investments, Inc.
Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions. | Finance |
Vanderbilt University
 Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Anderson School of Management
 Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
