Profil
Mr. Ronald J.
Ulrich is a Senior Advisor at Breithorn Capital Management LLC.
Prior to founding Breithorn Capital Management in May 2008, Mr. Ulrich was the Founder, Chairman & Chief Investment Officer at Equinox Capital Management LLC, a Managing Director at Morgan Stanley Group, Inc. and Co-Founder of Morgan Stanley Asset Management.
Mr. Ulrich graduated from Lehigh University with a BS in Engineering and Business Administration and from New York University with an MBA in Corporate Finance.
Postes actifs de Ronald John Ulrich
| Sociétés | Poste | Début |
|---|---|---|
New York Philharmonic
New York Philharmonic Movies/EntertainmentConsumer Services Provides live theatrical presentations | Directeur/Membre du Conseil | 24/11/2010 |
Anciens postes connus de Ronald John Ulrich
| Sociétés | Poste | Fin |
|---|---|---|
Equinox Capital Management LLC
Equinox Capital Management LLC Investment ManagersFinance Equinox's uses both quantitative and fundamental methods for selecting stocks. A proprietary multi-factor model combines valuation and market sentiment measures to identify potential purchase candidates within their universe. Undervalued stocks are initially identified by comparing each stock's fundamental valuation relative to its history and its peer group. Measures of market sentiment are then employed to time their purchase closer to the stock's inflection point. The fundamental research process involves analyzing each company's financial statements as well as interviewing company management. Equinox's research team expands on this process by questioning other sources of information such as a company's suppliers, competitors, industry consultants and university professors. Equinox focuses on large-cap US equities in several sectors including, but not limited to, finance, energy minerals and manufacturing. They maintain a high turnover. | Président | 23/04/2008 |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Fondateur | - |
Breithorn Capital Management LLC
Breithorn Capital Management LLC Investment ManagersFinance Breithorn Capital Management manages a long-only equity strategy though separate accounts and a Dublin-based UCITS fund, and a long/short equity strategy though the Breithorn Long/Short Fund, a liquid alternative mutual fund. Both strategies employ a value approach and are primarily focused on the U.S. equity market. | Fondateur | - |
Formation de Ronald John Ulrich
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Equinox Capital Management LLC
Equinox Capital Management LLC Investment ManagersFinance Equinox's uses both quantitative and fundamental methods for selecting stocks. A proprietary multi-factor model combines valuation and market sentiment measures to identify potential purchase candidates within their universe. Undervalued stocks are initially identified by comparing each stock's fundamental valuation relative to its history and its peer group. Measures of market sentiment are then employed to time their purchase closer to the stock's inflection point. The fundamental research process involves analyzing each company's financial statements as well as interviewing company management. Equinox's research team expands on this process by questioning other sources of information such as a company's suppliers, competitors, industry consultants and university professors. Equinox focuses on large-cap US equities in several sectors including, but not limited to, finance, energy minerals and manufacturing. They maintain a high turnover. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Lehigh University
Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York Philharmonic
New York Philharmonic Movies/EntertainmentConsumer Services Provides live theatrical presentations | Consumer Services |
Breithorn Capital Management LLC
Breithorn Capital Management LLC Investment ManagersFinance Breithorn Capital Management manages a long-only equity strategy though separate accounts and a Dublin-based UCITS fund, and a long/short equity strategy though the Breithorn Long/Short Fund, a liquid alternative mutual fund. Both strategies employ a value approach and are primarily focused on the U.S. equity market. | Finance |
















