Rudi E. Grimm

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Finance

Profil

Mr. Grimm has more than 30 years of experience managing institutional portfolios and analyzing securities.
Mr. Grimm is a Managing Director and he leads the firm’s equity management in a large cap growth style.
He is Chairman of the firm’s Investment Policy Committee which develops a consensus among the firm’s managers and provides strategies for fixed income, equity, and balanced portfolios.
Prior to joining Berkeley’s predecessor organization, Bank of America’s institutional investment management group in 1975, Mr. Grimm was with Amax, Inc., as an associate managing the firm’s pension assets.
He began his investment career as a securities analyst with Goldman, Sachs & Company.
Prior to his investment career, Mr. Grimm served as a captain in the U.S.
Army in various command and staff assignments.
Mr. Grimm is a graduate of the U.S.
Military Academy at West Point and holds an MBA from the Wharton Graduate School at the University of Pennsylvania.
He is a Chartered Financial Analyst and a member of the Security Analysts Society of San Francisco.
His outside services include being a member of the budget and finance committee of the Northern California Arthritis Foundation.

Anciens postes connus de Rudi E. Grimm

Sociétés	Poste	Fin
Berkeley Capital Management LLC Berkeley Capital Management LLC Investment ManagersFinance Berkeley Capital Management (BCM) tends to invest in the stocks of US large-cap growth companies in the electronic technology, health technology and producer manufacturing sectors. The firm maintains a low turnover rate. BCM's growth equity investment approach is based on the idea that investments in competitively strong companies with superior earnings growth over time should produce above average investment results. The firm seeks to enhance performance by investing in growth stocks that are attractive based on a combination of valuation and momentum factors. From a universe of growth companies as defined by analysts' expectations and a minimum market-cap, BCM develops a focus list of companies that they believe are best able to sustain superior earnings growth over a 5 to 6 year period. Typically, the companies are competitively strong with a significant and growing market share. They have superior profitability, above average sales growth, superior free cash flow, and better-than-average earnings stability. From the focus list, the firm selects companies that are most attractive based on valuation, earnings and price momentum. The firm uses proprietary quantitative tools to support internal and external investment research. The firm will sell a stock when: (1) events occur which affect the expectations of the stock's long-term earnings growth (2) there is a loss of earnings momentum that is not recoverable within six months or (3) when significantly more attractive investment opportunities are identified. BCM's dividend equity strategy employs a disciplined, yield-driven buy and sell process that focuses on S&P 500 stocks with currently high yields. The firm's fixed-income investment strategy seeks to add value through security and sector valuation analysis without depending on the uncertainty of interest rate forecasting. This process incorporates a disciplined, conservative approach to active management. The firm believes that periodically repositioning a portfolio's emphasis toward those fixed-income characteristics that will benefit most during certain phases of the business cycle can produce consistently superior performance. Part of this portfolio repositioning is an intensive look at earnings and revisions of earnings estimates by corporate bond issuers with a focus on investing in companies that can improve their ability to service their debt in the future. BCM overlays this analysis with a macro review of the current position in the business cycle.	Directeur de la Recherche - Actions	31/12/2006

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Berkeley Capital Management LLC Berkeley Capital Management LLC Investment ManagersFinance Berkeley Capital Management (BCM) tends to invest in the stocks of US large-cap growth companies in the electronic technology, health technology and producer manufacturing sectors. The firm maintains a low turnover rate. BCM's growth equity investment approach is based on the idea that investments in competitively strong companies with superior earnings growth over time should produce above average investment results. The firm seeks to enhance performance by investing in growth stocks that are attractive based on a combination of valuation and momentum factors. From a universe of growth companies as defined by analysts' expectations and a minimum market-cap, BCM develops a focus list of companies that they believe are best able to sustain superior earnings growth over a 5 to 6 year period. Typically, the companies are competitively strong with a significant and growing market share. They have superior profitability, above average sales growth, superior free cash flow, and better-than-average earnings stability. From the focus list, the firm selects companies that are most attractive based on valuation, earnings and price momentum. The firm uses proprietary quantitative tools to support internal and external investment research. The firm will sell a stock when: (1) events occur which affect the expectations of the stock's long-term earnings growth (2) there is a loss of earnings momentum that is not recoverable within six months or (3) when significantly more attractive investment opportunities are identified. BCM's dividend equity strategy employs a disciplined, yield-driven buy and sell process that focuses on S&P 500 stocks with currently high yields. The firm's fixed-income investment strategy seeks to add value through security and sector valuation analysis without depending on the uncertainty of interest rate forecasting. This process incorporates a disciplined, conservative approach to active management. The firm believes that periodically repositioning a portfolio's emphasis toward those fixed-income characteristics that will benefit most during certain phases of the business cycle can produce consistently superior performance. Part of this portfolio repositioning is an intensive look at earnings and revisions of earnings estimates by corporate bond issuers with a focus on investing in companies that can improve their ability to service their debt in the future. BCM overlays this analysis with a macro review of the current position in the business cycle.	Finance

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Berkeley Capital Management LLC

Investment ManagersFinance

Berkeley Capital Management (BCM) tends to invest in the stocks of US large-cap growth companies in the electronic technology, health technology and producer manufacturing sectors. The firm maintains a low turnover rate. BCM's growth equity investment approach is based on the idea that investments in competitively strong companies with superior earnings growth over time should produce above average investment results. The firm seeks to enhance performance by investing in growth stocks that are attractive based on a combination of valuation and momentum factors. From a universe of growth companies as defined by analysts' expectations and a minimum market-cap, BCM develops a focus list of companies that they believe are best able to sustain superior earnings growth over a 5 to 6 year period. Typically, the companies are competitively strong with a significant and growing market share. They have superior profitability, above average sales growth, superior free cash flow, and better-than-average earnings stability. From the focus list, the firm selects companies that are most attractive based on valuation, earnings and price momentum. The firm uses proprietary quantitative tools to support internal and external investment research. The firm will sell a stock when: (1) events occur which affect the expectations of the stock's long-term earnings growth (2) there is a loss of earnings momentum that is not recoverable within six months or (3) when significantly more attractive investment opportunities are identified. BCM's dividend equity strategy employs a disciplined, yield-driven buy and sell process that focuses on S&P 500 stocks with currently high yields. The firm's fixed-income investment strategy seeks to add value through security and sector valuation analysis without depending on the uncertainty of interest rate forecasting. This process incorporates a disciplined, conservative approach to active management. The firm believes that periodically repositioning a portfolio's emphasis toward those fixed-income characteristics that will benefit most during certain phases of the business cycle can produce consistently superior performance. Part of this portfolio repositioning is an intensive look at earnings and revisions of earnings estimates by corporate bond issuers with a focus on investing in companies that can improve their ability to service their debt in the future. BCM overlays this analysis with a macro review of the current position in the business cycle.

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