Profil
Mr. Stephen J.
Dodson is a Portfolio Manager at Bretton Capital Management LLC.
He is also a President and Portfolio manager.
Most recently, He served as president of Parnassus Investments, a mutual fund investment management firm, and served in a number of roles, including portfolio manager and chief operating officer.
He previously worked for the venture capital group of Advent International, a private equity firm, and in investment banking for Morgan Stanley in New York and Menlo Park.
He holds a BS in business administration from the University of California, Berkeley.
Postes actifs de Stephen Jerome Dodson
| Sociétés | Poste | Début |
|---|---|---|
Bretton Capital Management LLC
Bretton Capital Management LLC Investment ManagersFinance Bretton aims to achieve excellent long-term returns by investing with a long-time horizon in a concentrated number of businesses whose underlying economic values are significantly greater than their current market values. The firm tries to avoid buying companies at prices greater than their actual worth and investing in deteriorating businesses. Their portfolio consists of 15–20 investments across various industries and they do not constrain the portfolio to a particular asset class or market-capitalization range, nor do they try to mimic the sector weightings of a market index. Bretton sells a security when (1) it becomes overvalued, (2) when its business fundamentals have deteriorated, and (3) when the firm recognize that they were wrong about their original assessment of its business. | Fondateur | 01/01/2010 |
Anciens postes connus de Stephen Jerome Dodson
| Sociétés | Poste | Fin |
|---|---|---|
Parnassus Investments
Parnassus Investments Investment ManagersFinance Parnassus Investments is an active, long-term manager which seeks to invest in good businesses with increasingly relevant products or services, sustainable competitive advantages, quality management teams and ethical business practices. The firm uses fundamental security analysis methods in managing client accounts and they seek to identify and invest in stocks trading at large discounts to their assessment of the company's intrinsic value. Parnassus Investments offers different equity investment strategies that vary based on market capitalization and other factors as well as a fixed income strategy. | President | 31/12/2008 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Advent International LP
Advent International LP Investment ManagersFinance Advent invests in companies located across the globe. The firm targets companies operating in the fields of business & financial services, healthcare, industrial and technology services. It provides financing for leveraged buyout, recapitalizations, growth and public to private transactions. It also acquires majority and minority ownership. | Corporate Officer/Principal | - |
Formation de Stephen Jerome Dodson
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 | 5 |
|---|---|
Advent International LP
Advent International LP Investment ManagersFinance Advent invests in companies located across the globe. The firm targets companies operating in the fields of business & financial services, healthcare, industrial and technology services. It provides financing for leveraged buyout, recapitalizations, growth and public to private transactions. It also acquires majority and minority ownership. | Finance |
Parnassus Investments
Parnassus Investments Investment ManagersFinance Parnassus Investments is an active, long-term manager which seeks to invest in good businesses with increasingly relevant products or services, sustainable competitive advantages, quality management teams and ethical business practices. The firm uses fundamental security analysis methods in managing client accounts and they seek to identify and invest in stocks trading at large discounts to their assessment of the company's intrinsic value. Parnassus Investments offers different equity investment strategies that vary based on market capitalization and other factors as well as a fixed income strategy. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bretton Capital Management LLC
Bretton Capital Management LLC Investment ManagersFinance Bretton aims to achieve excellent long-term returns by investing with a long-time horizon in a concentrated number of businesses whose underlying economic values are significantly greater than their current market values. The firm tries to avoid buying companies at prices greater than their actual worth and investing in deteriorating businesses. Their portfolio consists of 15–20 investments across various industries and they do not constrain the portfolio to a particular asset class or market-capitalization range, nor do they try to mimic the sector weightings of a market index. Bretton sells a security when (1) it becomes overvalued, (2) when its business fundamentals have deteriorated, and (3) when the firm recognize that they were wrong about their original assessment of its business. | Finance |
















