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Roberto Croce
Gestionnaire de Portefeuille-Actions chez
FIAM LLC
Profil
Dr. Roberto M.
Croce is a Portfolio Manager at FIAM LLC.
Prior to assuming his current role, Dr. Croce worked at Newton Investment Management as Senior Portfolio Manager and Head of Liquid Alternatives, where he was responsible for product development and portfolio management.
Prior to that, he worked in various roles at Salient Partners, where he eventually led Salient’s quantitative platform including research, strategy development, portfolio management, and institutional marketing.
Mr. Croce joined Fidelity in 2024 and has been in the financial industry since 2011.
Mr. Croce earned his Bachelor of Science from Penn State University and his PhD from The Ohio State University.
Postes actifs de Roberto Croce
| Sociétés | Poste | Début |
|---|---|---|
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Gestionnaire de Portefeuille-Actions | 01/01/2024 |
Anciens postes connus de Roberto Croce
| Sociétés | Poste | Fin |
|---|---|---|
Newton Investment Management North America LLC
 Newton Investment Management North America LLC Investment ManagersFinance NIMNA offers a variety of carefully developed investment strategies. They generally manage all client accounts in accordance with a model portfolio that is based upon a selected Strategy. The firm’s global research platform blends thematic, fundamental, macroeconomic, geopolitical, regional, quantitative, accounting and investigative research that takes material ESG risks, opportunities and issues into account to give them the widest perspective on the investment landscape. Their global research team consists of fundamental equity, quantitative equity, quantitative multi-asset, specialist research, credit and responsible investment analysts. | Gestionnaire de Portefeuille-Actions | 01/12/2023 |
Salient Advisors LP
 Salient Advisors LP Investment ManagersFinance Salient Advisors’ Fund invests primarily in a diversified portfolio of instruments that provide exposure to US and non-US equity securities. These instruments generally include futures and options on securities, securities indices and shares of exchange-traded funds (ETFs). | Directeur de la Recherche - Actions | 01/01/2017 |
Forward Management LLC
 Forward Management LLC Investment ManagersFinance Forward Management offers investment management and advisory services in the following investment strategies: US Dividend Signal Portfolio, International Dividend Signal ADR and Institutional Portfolio, Global Dividend Signal Portfolio, Small-Mid Core Portfolio, Global All-Cap Dividend Signal Portfolio, Tactical Growth Portfolio, and Adaptive Income Portfolio. The US Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in larger, established companies located in the US. It invests primarily in high quality common stocks that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Global Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in companies located around the world. It invests primarily in common stocks and ADRs that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Small-Mid Core Portfolio seeks to achieve above-average returns by constructing a style and sector diversified portfolio of small- and mid-sized company stocks. It invests in companies with earnings primarily focused on one business with reasonable valuations. The Global All Cap Dividend Signal Portfolio is a combination of the Global Dividend Signal and Small-Mid Core Strategies. The Tactical Growth Portfolio seeks to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the market itself. It is designed to evaluate potential long and short investments in an attempt to isolate those securities believed to be undervalued or overvalued relative to their intrinsic value and offer the greatest risk-adjusted potential for returns. The Adaptive Income Portfolio seeks to produce the highest level of income given a target level of risk. It invests across a diverse range of ETFs and dynamically adjusts the portfolio’s mix of assets to adapt to changing markets conditions. | Directeur de la Recherche - Actions | 03/10/2018 |
Salient Partners LP
 Salient Partners LP Investment ManagersFinance Salient Partners offers a suite of strategies focused on real assets, comprised of energy infrastructure investments, real estate, and tactical alternatives. These strategies are designed to serve as powerful building blocks for smarter, more efficient portfolios. | Analyst-Equity | 01/09/2018 |
| SALIENT MIDSTREAM & MLP FUND | Directeur/Membre du Conseil | - |
Formation de Roberto Croce
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
62
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Salient Partners LP
Salient Partners LP Investment ManagersFinance Salient Partners offers a suite of strategies focused on real assets, comprised of energy infrastructure investments, real estate, and tactical alternatives. These strategies are designed to serve as powerful building blocks for smarter, more efficient portfolios. | Finance |
Forward Management LLC
Forward Management LLC Investment ManagersFinance Forward Management offers investment management and advisory services in the following investment strategies: US Dividend Signal Portfolio, International Dividend Signal ADR and Institutional Portfolio, Global Dividend Signal Portfolio, Small-Mid Core Portfolio, Global All-Cap Dividend Signal Portfolio, Tactical Growth Portfolio, and Adaptive Income Portfolio. The US Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in larger, established companies located in the US. It invests primarily in high quality common stocks that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Global Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in companies located around the world. It invests primarily in common stocks and ADRs that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Small-Mid Core Portfolio seeks to achieve above-average returns by constructing a style and sector diversified portfolio of small- and mid-sized company stocks. It invests in companies with earnings primarily focused on one business with reasonable valuations. The Global All Cap Dividend Signal Portfolio is a combination of the Global Dividend Signal and Small-Mid Core Strategies. The Tactical Growth Portfolio seeks to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the market itself. It is designed to evaluate potential long and short investments in an attempt to isolate those securities believed to be undervalued or overvalued relative to their intrinsic value and offer the greatest risk-adjusted potential for returns. The Adaptive Income Portfolio seeks to produce the highest level of income given a target level of risk. It invests across a diverse range of ETFs and dynamically adjusts the portfolio’s mix of assets to adapt to changing markets conditions. | Finance |
Salient Midstream & MLP Fund
 Salient Midstream & MLP Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Finance |
Salient Advisors LP
Salient Advisors LP Investment ManagersFinance Salient Advisors’ Fund invests primarily in a diversified portfolio of instruments that provide exposure to US and non-US equity securities. These instruments generally include futures and options on securities, securities indices and shares of exchange-traded funds (ETFs). | Finance |
Newton Investment Management North America LLC
Newton Investment Management North America LLC Investment ManagersFinance NIMNA offers a variety of carefully developed investment strategies. They generally manage all client accounts in accordance with a model portfolio that is based upon a selected Strategy. The firm’s global research platform blends thematic, fundamental, macroeconomic, geopolitical, regional, quantitative, accounting and investigative research that takes material ESG risks, opportunities and issues into account to give them the widest perspective on the investment landscape. Their global research team consists of fundamental equity, quantitative equity, quantitative multi-asset, specialist research, credit and responsible investment analysts. | Finance |
