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Profil
Mr. Steve P.
Moore, CFA MBA, is Vice President & Portfolio Manager at Osterweis Capital Management, Inc. since 2003.
Prior to that, he was a Vice-President at the Capital Research Company.
In addition to his research duties, Mr. Moore managed money in nine of the firm's mutual funds, was Lead Counselor for the Research Portfolio in American Mutual, and was one of three Proxy Coordinators for the firm.
Mr. Moore currently serves on the Board of Advisors of the University of Texas at Austin's MBA Investment Fund and on the Parish Council of St. Dunstan's Parish in Millbrae.
Mr. Moore graduated from Stanford University (B.S.
in Industrial Engineering, 1990) and the University of Texas at Austin McCombs School of Business (M.B.A., 1994).
Mr. Moore holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.
Anciens postes connus de Steve P. Moore
| Sociétés | Poste | Fin |
|---|---|---|
University of Texas Investment Management Co.
 University of Texas Investment Management Co. Investment Trusts/Mutual FundsMiscellaneous UTIMCO seeks to build superior long-term investment strategy that will provide increasing levels of purchasing power for scholarships, teaching, research and other educational programs of The University of Texas and The Texas A&M University Systems. The firm creates a diversified portfolio of US and global equities, fixed income investments, natural resource, real estate, private equity, venture capital and hedge funds. | Directeur/Membre du Conseil | 01/01/2006 |
Capital Research & Management Co.
 Capital Research & Management Co. Investment ManagersFinance CR&M maintains an investment philosophy that is distinguished by four key beliefs: fundamental research underlies all investment decisions; investment decisions should not be made lightly; a long-term approach; and the firm uses a system of multiple portfolio managers in managing most account and fund assets. The firm’s investment decisions are subject to a funds or account’s objectives, policies and restrictions and the oversight of the appropriate investment-related committees of the firm and their investment divisions. They typically build portfolios for funds and accounts from the bottom-up using rigorous fundamental research to find attractive investments and manage risks. | Analyst-Equity | - |
Osterweis Capital Management, Inc.
 Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis takes a fundamental approach to investing. The firm's investment strategies focus on equity securities, fixed income securities, and various combinations thereof. They search for investments with acceptable downside risk and underappreciated growth potential. Osterweis combines top-down and bottom-up analysis with a search for opportunistic ideas to construct their portfolios. | Gestionnaire de Portefeuille-Actions | - |
Formation de Steve P. Moore
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis takes a fundamental approach to investing. The firm's investment strategies focus on equity securities, fixed income securities, and various combinations thereof. They search for investments with acceptable downside risk and underappreciated growth potential. Osterweis combines top-down and bottom-up analysis with a search for opportunistic ideas to construct their portfolios. | Finance |
Capital Research & Management Co.
Capital Research & Management Co. Investment ManagersFinance CR&M maintains an investment philosophy that is distinguished by four key beliefs: fundamental research underlies all investment decisions; investment decisions should not be made lightly; a long-term approach; and the firm uses a system of multiple portfolio managers in managing most account and fund assets. The firm’s investment decisions are subject to a funds or account’s objectives, policies and restrictions and the oversight of the appropriate investment-related committees of the firm and their investment divisions. They typically build portfolios for funds and accounts from the bottom-up using rigorous fundamental research to find attractive investments and manage risks. | Finance |
University of Texas Investment Management Co.
University of Texas Investment Management Co. Investment Trusts/Mutual FundsMiscellaneous UTIMCO seeks to build superior long-term investment strategy that will provide increasing levels of purchasing power for scholarships, teaching, research and other educational programs of The University of Texas and The Texas A&M University Systems. The firm creates a diversified portfolio of US and global equities, fixed income investments, natural resource, real estate, private equity, venture capital and hedge funds. | Miscellaneous |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
