![Ted Rorer](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Edward C.
Rorer is a Chairman at Copeland Capital Management LLC.
He joined in August 2009.
Mr. Rorer was employed as a Vice President by Blyth, Eastman, Dillon & Co. and a Founder & Chief Investment Officer by Rorer Asset Management LLC.
He received his undergraduate degree from Trinity College (Connecticut) and an MBA from The Wharton School of the University of Pennsylvania.
Postes actifs de Ted Rorer
| Sociétés | Poste | Début |
|---|---|---|
Copeland Capital Management LLC
 Copeland Capital Management LLC Investment ManagersFinance Copeland offers investment strategies that employ fundamental, quantitative, macro-economic and technical analysis. The firm believes that stocks with sustainable dividend growth consistently outperform the market with less risk. | Président | 01/08/2009 |
Anciens postes connus de Ted Rorer
| Sociétés | Poste | Fin |
|---|---|---|
Rorer Asset Management LLC
 Rorer Asset Management LLC Investment ManagersFinance Rorer Asset Management offers four types of investment accounts including large-cap equity, mid-cap equity, balanced and fixed-income. They specialize in investments in domestic large/mid cap value equities and fixed-income securities. They use a relative value investment process to reduce performance volatility while achieving targeted risk-adjusted returns across investment cycles. After Rorer's equity screening process is complete, fundamental and economic analysis is performed on those companies that meet the relative valuation, earnings momentum and portfolio guidelines. This analysis includes, but is not limited to, discussions with corporate management, interviews with one or more Wall Street analysts who closely track the company and a thorough review of all fundamental data. Lastly, they evaluate macroeconomic factors including business cycle analysis and the expected direction of interest rates before initiating the purchase of any security. Their sell process seeks to realize substantial profits after they have been earned or to conserve capital when necessary. An upside price objective is established at the time of purchase. This price target is set at a level that the stock is reasonably expected to achieve within an 18-24 month period. Alternatively, a stock will be sold if its fundamentals fail to meet expectations or if its position exceeds their industry and position weighting limits. Rorer's fixed-income process begins by analyzing economic and market conditions. Rorer seeks to capitalize on this analysis by being longer, neutral or shorter than their index as conditions dictate. Rorer also seeks to control the portfolio's volatility by adhering to a duration boundary defined by a 20% range over or under the duration of the index, measured in years. | Gestionnaire de Portefeuille-Actions | 31/07/2009 |
Blyth, Eastman, Dillon & Co. | Corporate Officer/Principal | - |
Formation de Ted Rorer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Rorer Asset Management LLC
Rorer Asset Management LLC Investment ManagersFinance Rorer Asset Management offers four types of investment accounts including large-cap equity, mid-cap equity, balanced and fixed-income. They specialize in investments in domestic large/mid cap value equities and fixed-income securities. They use a relative value investment process to reduce performance volatility while achieving targeted risk-adjusted returns across investment cycles. After Rorer's equity screening process is complete, fundamental and economic analysis is performed on those companies that meet the relative valuation, earnings momentum and portfolio guidelines. This analysis includes, but is not limited to, discussions with corporate management, interviews with one or more Wall Street analysts who closely track the company and a thorough review of all fundamental data. Lastly, they evaluate macroeconomic factors including business cycle analysis and the expected direction of interest rates before initiating the purchase of any security. Their sell process seeks to realize substantial profits after they have been earned or to conserve capital when necessary. An upside price objective is established at the time of purchase. This price target is set at a level that the stock is reasonably expected to achieve within an 18-24 month period. Alternatively, a stock will be sold if its fundamentals fail to meet expectations or if its position exceeds their industry and position weighting limits. Rorer's fixed-income process begins by analyzing economic and market conditions. Rorer seeks to capitalize on this analysis by being longer, neutral or shorter than their index as conditions dictate. Rorer also seeks to control the portfolio's volatility by adhering to a duration boundary defined by a 20% range over or under the duration of the index, measured in years. | Finance |
Trinity College (Connecticut)
 Trinity College (Connecticut) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Blyth, Eastman, Dillon & Co. | |
Copeland Capital Management LLC
Copeland Capital Management LLC Investment ManagersFinance Copeland offers investment strategies that employ fundamental, quantitative, macro-economic and technical analysis. The firm believes that stocks with sustainable dividend growth consistently outperform the market with less risk. | Finance |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
