Profil
Ms. Tracy L.
Musser is a Manager-Institutional Client Services at Thompson, Siegel & Walmsley LLC.
Prior to that, Ms. Musser worked for PLANCO as a Marketing Coordinator and for Pilgrim Baxter & Associates, Ltd. as Vice President, Consultant Relations.
Ms. Musser is a graduate of Pennsylvania State University with BS in 1990 and an MBA from St. Joseph's University in 1997.
Anciens postes connus de Tracy L. Musser
| Sociétés | Poste | Fin |
|---|---|---|
Plancorp LLC
Plancorp LLC Investment ManagersFinance Plancorp’s investment philosophy is grounded in Modern Portfolio Theory. The firm adheres to the passive asset management style of investing and, thus, recommends no-load passively managed mutual funds. They develop customized portfolios based on a long-term asset allocation strategy that is consistent with the client's investment objective and risk tolerance for their investment management clients. The firm typically uses academic-based research in analyzing passively managed mutual funds that it recommends to clients. | Corporate Officer/Principal | - |
Liberty Ridge Capital, Inc.
Liberty Ridge Capital, Inc. Investment ManagersFinance Liberty Ridge focuses on domestic equities. Liberty Ridge Capital believes it adds the greatest value over all market cycles by consistently applying a time-tested, bottom-up stock selection process that combines the use of rigorous fundamental research with quantitative techniques. Liberty Ridge Capital seeks to select securities that offer the most attractive trade-off between valuation, near-term dynamics and long-term growth. They believe that superior investment results can be achieved by investing in companies that possess an attractive valuation relative to the broad market and peer group, display positive near-term business prospects and exhibit healthy long-term earnings growth potential. LibertyRidge employs a process that defines a manageable universe of stocks by utilizing proprietary quantitative screens to narrow their focus. Fundamental research further narrows the team's top investment candidates and then a portfolio is constructed based on process and account parameters. In seeking to identify attractive investment opportunities for the Focused, Large Cap, Mid-Cap and Small Cap Funds and the blend portion of the Strategic Small Company Fund, Liberty Ridge first creates a universe of companies whose current share price seems lower than their current or future worth. They consider factors like a company's earnings power vs. its current stock price, dividend income potential, its price-to-earnings ratio vs. similar companies, competitive advantages, like brand or trade name or market niche, management team, and current and future business prospects. Lastly, using their own fundamental research and a bottom-up approach to investing, Liberty Ridge identifies those companies which are currently out of market favor but have the potential to achieve significant appreciation as the marketplace recognizes their fundamental value. | Corporate Officer/Principal | - |
Thompson, Siegel & Walmsley LLC
Thompson, Siegel & Walmsley LLC Investment ManagersFinance TSW combines a disciplined, value-driven investment approach with comprehensive operational capabilities and a client-centric culture striving to deliver superior active investment management in a rapidly changing world. | Sales & Marketing | - |
Formation de Tracy L. Musser
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 |
|---|---|
Liberty Ridge Capital, Inc.
Liberty Ridge Capital, Inc. Investment ManagersFinance Liberty Ridge focuses on domestic equities. Liberty Ridge Capital believes it adds the greatest value over all market cycles by consistently applying a time-tested, bottom-up stock selection process that combines the use of rigorous fundamental research with quantitative techniques. Liberty Ridge Capital seeks to select securities that offer the most attractive trade-off between valuation, near-term dynamics and long-term growth. They believe that superior investment results can be achieved by investing in companies that possess an attractive valuation relative to the broad market and peer group, display positive near-term business prospects and exhibit healthy long-term earnings growth potential. LibertyRidge employs a process that defines a manageable universe of stocks by utilizing proprietary quantitative screens to narrow their focus. Fundamental research further narrows the team's top investment candidates and then a portfolio is constructed based on process and account parameters. In seeking to identify attractive investment opportunities for the Focused, Large Cap, Mid-Cap and Small Cap Funds and the blend portion of the Strategic Small Company Fund, Liberty Ridge first creates a universe of companies whose current share price seems lower than their current or future worth. They consider factors like a company's earnings power vs. its current stock price, dividend income potential, its price-to-earnings ratio vs. similar companies, competitive advantages, like brand or trade name or market niche, management team, and current and future business prospects. Lastly, using their own fundamental research and a bottom-up approach to investing, Liberty Ridge identifies those companies which are currently out of market favor but have the potential to achieve significant appreciation as the marketplace recognizes their fundamental value. | Finance |
Thompson, Siegel & Walmsley LLC
Thompson, Siegel & Walmsley LLC Investment ManagersFinance TSW combines a disciplined, value-driven investment approach with comprehensive operational capabilities and a client-centric culture striving to deliver superior active investment management in a rapidly changing world. | Finance |
Plancorp LLC
Plancorp LLC Investment ManagersFinance Plancorp’s investment philosophy is grounded in Modern Portfolio Theory. The firm adheres to the passive asset management style of investing and, thus, recommends no-load passively managed mutual funds. They develop customized portfolios based on a long-term asset allocation strategy that is consistent with the client's investment objective and risk tolerance for their investment management clients. The firm typically uses academic-based research in analyzing passively managed mutual funds that it recommends to clients. | Finance |
The Pennsylvania State University
The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
St. Joseph University
St. Joseph University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















