![Theresa B. Tran](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>)
Theresa B. Tran
Plus aucun poste en cours
Profil
Ms. Theresa B. Tran, CFA, is an Investment Analyst at American Century Investment Management, Inc.
Before joining American Century Investments in 2015, Ms. Tran was a Global Equity Analyst with Turner Investments.
She has worked in the investment industry since 2005.
She holds a Bachelor’s degree in Business Administration from Temple University.
Anciens postes connus de Theresa B. Tran
| Sociétés | Poste | Fin |
|---|---|---|
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance ACIM uses a variety of methods of analysis and investment strategies in managing their clients’ assets. These methods of analysis and strategies are generally designed for strategic, long-term investing. Most client portfolios managed by the firm pursue an investment strategy using an equity, fixed income, alternative or multi-asset approach. | Analyst-Equity | - |
Towers Perrin, Inc.
 Towers Perrin, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Corporate Officer/Principal | - |
Turner Investments LP
 Turner Investments LP Investment ManagersFinance Turner Investments manages a variety of investment strategies focused on growth, including US domestic, global, international and long/short research-driven equity strategies. The firm also manages and administers the Turner Funds, a family of US mutual funds, and the Turner Funds plc, a family of two UCITS funds administered in Dublin, Ireland. Turner Investments' investment philosophy focuses on the long-term and seeks to achieve consistently superior investment returns. The firm employs a disciplined, systematic investment processes for each of their investment strategies and actively manages client portfolios to balance risk and return. Their investment processes are primarily based on in-depth, bottom-up fundamental research analysis, complemented by quantitative and technical analysis. | Analyst-Equity | - |
Turner Investment Partners, Inc.
 Turner Investment Partners, Inc. Investment ManagersFinance Turner Investment Partners (TIP) provides investment management and distribution services. The firm's investment strategies include: US growth equity, international/global growth equity, long/short equity, 130/30 equity, core/value equity and quantitative equity. TIP invests in growth and value stocks of all market-caps and in bonds of various maturity averages. The firm applies uniform investment processes to all their stock and bond portfolios and mutual funds. Their investment process maintains a strong sector focus. They employ a three-step investment process begins with a proprietary model that uses over 70 factors to screen securities. An analysis that is updated monthly determines which factors can predict strong earnings and growth in each sector. Only those securities that are identified in the top third of their asset class in each sector are targeted for potential purchase. TIP then performs thorough fundamental analysis on potential companies. TIP track a company's money flow and strength relative to its peers and its overall sector. When the fundamentals are strong, the firm uses technical analysis to identify the best time to buy a security. For those products closely tied to a specific benchmark, Turner maintains sector weightings totally in line with the benchmark. A security may be sold if: (1) earnings are lower than expected (2) fundamentals deteriorate and/or (3) if better investment opportunities are identified. | Analyst-Equity | - |
Formation de Theresa B. Tran
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
53
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance ACIM uses a variety of methods of analysis and investment strategies in managing their clients’ assets. These methods of analysis and strategies are generally designed for strategic, long-term investing. Most client portfolios managed by the firm pursue an investment strategy using an equity, fixed income, alternative or multi-asset approach. | Finance |
Turner Investment Partners, Inc.
Turner Investment Partners, Inc. Investment ManagersFinance Turner Investment Partners (TIP) provides investment management and distribution services. The firm's investment strategies include: US growth equity, international/global growth equity, long/short equity, 130/30 equity, core/value equity and quantitative equity. TIP invests in growth and value stocks of all market-caps and in bonds of various maturity averages. The firm applies uniform investment processes to all their stock and bond portfolios and mutual funds. Their investment process maintains a strong sector focus. They employ a three-step investment process begins with a proprietary model that uses over 70 factors to screen securities. An analysis that is updated monthly determines which factors can predict strong earnings and growth in each sector. Only those securities that are identified in the top third of their asset class in each sector are targeted for potential purchase. TIP then performs thorough fundamental analysis on potential companies. TIP track a company's money flow and strength relative to its peers and its overall sector. When the fundamentals are strong, the firm uses technical analysis to identify the best time to buy a security. For those products closely tied to a specific benchmark, Turner maintains sector weightings totally in line with the benchmark. A security may be sold if: (1) earnings are lower than expected (2) fundamentals deteriorate and/or (3) if better investment opportunities are identified. | Finance |
Towers Perrin, Inc.
Towers Perrin, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Commercial Services |
Temple University (Pennsylvania)
 Temple University (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Turner Investments LP
Turner Investments LP Investment ManagersFinance Turner Investments manages a variety of investment strategies focused on growth, including US domestic, global, international and long/short research-driven equity strategies. The firm also manages and administers the Turner Funds, a family of US mutual funds, and the Turner Funds plc, a family of two UCITS funds administered in Dublin, Ireland. Turner Investments' investment philosophy focuses on the long-term and seeks to achieve consistently superior investment returns. The firm employs a disciplined, systematic investment processes for each of their investment strategies and actively manages client portfolios to balance risk and return. Their investment processes are primarily based on in-depth, bottom-up fundamental research analysis, complemented by quantitative and technical analysis. | Finance |
