![William Joseph DeRosa](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>)
William Joseph DeRosa
Directeur Général chez
Anthem Asset Management LLC
Profil
William Joseph DeRosa is the founder of Anthem Asset Management LLC, founded in 2004, where the title held is Managing Partner since 2014.
Former job includes Director of Equity Research at Badgley, Phelps & Bell, Inc. in 2003.
Education includes undergraduate degree from Fordham University.
Postes actifs de William Joseph DeRosa
| Sociétés | Poste | Début |
|---|---|---|
Anthem Asset Management LLC
 Anthem Asset Management LLC Investment ManagersFinance Anthem’s Fund focuses on publicly traded micro-cap to mid-cap equities. The fund employs a bottom-up investment process with a value discipline. The portfolio management process adheres to a disciplined strategy designed to maximize return while minimizing downside risk. | Directeur Général | 01/09/2004 |
Anciens postes connus de William Joseph DeRosa
| Sociétés | Poste | Fin |
|---|---|---|
Badgley, Phelps & Bell, Inc.
 Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies. | Corporate Officer/Principal | 01/01/2003 |
Formation de William Joseph DeRosa
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Badgley, Phelps & Bell, Inc.
Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies. | Finance |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Anthem Asset Management LLC
Anthem Asset Management LLC Investment ManagersFinance Anthem’s Fund focuses on publicly traded micro-cap to mid-cap equities. The fund employs a bottom-up investment process with a value discipline. The portfolio management process adheres to a disciplined strategy designed to maximize return while minimizing downside risk. | Finance |
