Profil
Mr. Travis J.
Briggs is a Chief Executive Officer at Robo Global LLC.
He is a veteran of the finance and wealth management industry, he is responsible for managing daily operations and executing the firm’s business strategy.
Prior to joining ROBO Global in March 2014, he served as managing director at Smith Group Asset Management in Dallas, where he created and led the firm’s Private Client Group.
Before joining Smith Group, he served as Chief Operating Officer and Director of Business Development at Dallas-based hedge-fund Discovery Management.
Earlier in his career, he was the Director of Investor Relations at Triton Energy and worked as an analyst at Bank of America.
He received his undergraduate degree from Southern Methodist University and an MBA from SMU-Cox School of Business.
Postes actifs de Travis Jason Briggs
| Sociétés | Poste | Début |
|---|---|---|
Robo Global LLC
Robo Global LLC Investment ManagersFinance Robo Global’s investment strategies adhere to the ROBO Global ESG Policy and are long-term sustainable growth opportunities that benefit both society and investors. ROBO is their robotics & automation portfolio, HTEC tracks the universe of healthcare technology companies, and THNQ is a portfolio of AI innovators. These benchmark indices are supported by investment products globally. | Directeur Général | 01/03/2014 |
Anciens postes connus de Travis Jason Briggs
| Sociétés | Poste | Fin |
|---|---|---|
Discovery Management Ltd.
Discovery Management Ltd. Investment ManagersFinance Discovery Management manages market neutral hedge fund that invests both long and short in a portfolio of approximately 150 to 300 stocks. The firm provides a variety of specialized research services. The portfolio selects both long and short positions using a combination of fundamental valuation metrics. Discovery Partners' fund seeks to be tax efficient and provide monthly liquidity. The portfolio selects both long and short positions using a combination of Sir John Templeton and Joel Greenblatt's fundamental valuation metrics approaches. In addition, a quality metric is used to evaluate earnings and financial statements. The portfolio holds a large number of positions in order to remain neutral to over 80 industry groups, styles, market-caps, market volatility and fluctuations in oil prices or the value of the US dollar versus the Euro. The firm specializes is designing stock selection processes that neutralize any unwanted exposures. Discovery Partners analyzes portfolios and calculates portfolios' unintentional exposures due to style, size, industry, the volatility index, the Euro, oil prices or specific sectors. For their clients that specialize in selecting their own long stock picks, the firm evaluates their portfolios and generates lists of short stocks that will complement the client's longs and eliminate unwanted style bets and factor exposures. | Analyst-Equity | 01/01/2006 |
Formation de Travis Jason Briggs
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Discovery Management Ltd.
Discovery Management Ltd. Investment ManagersFinance Discovery Management manages market neutral hedge fund that invests both long and short in a portfolio of approximately 150 to 300 stocks. The firm provides a variety of specialized research services. The portfolio selects both long and short positions using a combination of fundamental valuation metrics. Discovery Partners' fund seeks to be tax efficient and provide monthly liquidity. The portfolio selects both long and short positions using a combination of Sir John Templeton and Joel Greenblatt's fundamental valuation metrics approaches. In addition, a quality metric is used to evaluate earnings and financial statements. The portfolio holds a large number of positions in order to remain neutral to over 80 industry groups, styles, market-caps, market volatility and fluctuations in oil prices or the value of the US dollar versus the Euro. The firm specializes is designing stock selection processes that neutralize any unwanted exposures. Discovery Partners analyzes portfolios and calculates portfolios' unintentional exposures due to style, size, industry, the volatility index, the Euro, oil prices or specific sectors. For their clients that specialize in selecting their own long stock picks, the firm evaluates their portfolios and generates lists of short stocks that will complement the client's longs and eliminate unwanted style bets and factor exposures. | Finance |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SMU-Cox School of Business
SMU-Cox School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Robo Global LLC
Robo Global LLC Investment ManagersFinance Robo Global’s investment strategies adhere to the ROBO Global ESG Policy and are long-term sustainable growth opportunities that benefit both society and investors. ROBO is their robotics & automation portfolio, HTEC tracks the universe of healthcare technology companies, and THNQ is a portfolio of AI innovators. These benchmark indices are supported by investment products globally. | Finance |
















