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William Norton
Director of Investments chez
The Vanguard Group, Inc.
Profil
William Lee Norton is currently Senior Investment Director at The Vanguard Group, Inc., a position held since 2009.
Formerly, Mr. Norton was Senior Research Analyst at JS Asset Management LLC from 2005 to 2009 and Research Analyst at PEA Capital LLC from 2002 to 2005.
Education includes an MBA from The College of William & Mary and an undergraduate degree from Washington & Lee University, conferred in 1989.
Postes actifs de William Norton
| Sociétés | Poste | Début |
|---|---|---|
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations. | Director of Investments | 01/02/2009 |
Anciens postes connus de William Norton
| Sociétés | Poste | Fin |
|---|---|---|
JS Asset Management LLC
 JS Asset Management LLC Investment ManagersFinance JS Asset Management (JSAM) is a value-oriented investment management firm specializing in Large-Cap Value and All Cap Value strategies. They seek significant long-term performance returns by investing in undervalued companies that possess identifiable catalysts that will drive the stock price higher over the next one to two years. The firm may search for companies based on low p/e, low p/s, low p/cf, 52-week lows, price to recovery EPS and liquidation value. The firm also seeks to identify supply/demand imbalances that result in broad or sweeping changes in entire sectors or industries. JSAM attempts to identify stocks as close to the inflection point of improving fundamentals as possible to reduce any period of underperformance. They weigh the tradeoff between valuation and future value prospects of a security in terms of their conviction in the catalyst and the potential return of the stock. As valuations become more attractive, and assuming fundamentals and catalysts of the company stay intact, JSAM becomes more aggressive in buying. JSAM's process is bottom-up driven often resulting in underweight and overweight sectors with respect to relevant style benchmarks. Often a catalyst, particularly those that are more macro or supply/demand oriented, that affects a specific company may also apply across an industry or sector. This will result in significant under or overweighting of sectors. JSAM's Large Cap Value portfolios typically hold around 40 stocks and their All Cap Value portfolios may hold 50 to 60 issues. The firm believes it is important that each position size reflects a stocks appreciation potential. As a result, JSAM's top 10 holdings typically account for about 50% of each portfolio. In general, the firm tends to invest in the finance, electronic technology and consumer durables sectors. JSAM maintains a medium turnover rate. | Analyst-Equity | 28/02/2009 |
PEA Capital LLC
 PEA Capital LLC Investment ManagersFinance PEA's investment process is centered on bottom-up fundamental research analysis. The firm begins with a quantitative analysis to determine if the stock is reasonably priced with respect to its peer group on a historical and current basis. They then conduct fundamental research by carefully evaluating the financial statement and sell-side brokerage reports. They complement their financial analysis with interviews of company management, competitors and other industry experts to establish a high level of confidence in the company's business model, future prospects and financial outlook. Portfolio holdings are monitored daily to ensure that client investment policies are strictly followed. They actively strive for diversification by constantly reviewing securities in a variety of industries. PEA gleans investment ideas from numerous sources including in-house research, Wall Street research, and investment publications. Fixed-income investment is handled by Pacific Investment Management Co. in Newport Beach, California. | Analyst-Equity | 31/01/2005 |
Formation de William Norton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
66
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations. | Finance |
PEA Capital LLC
PEA Capital LLC Investment ManagersFinance PEA's investment process is centered on bottom-up fundamental research analysis. The firm begins with a quantitative analysis to determine if the stock is reasonably priced with respect to its peer group on a historical and current basis. They then conduct fundamental research by carefully evaluating the financial statement and sell-side brokerage reports. They complement their financial analysis with interviews of company management, competitors and other industry experts to establish a high level of confidence in the company's business model, future prospects and financial outlook. Portfolio holdings are monitored daily to ensure that client investment policies are strictly followed. They actively strive for diversification by constantly reviewing securities in a variety of industries. PEA gleans investment ideas from numerous sources including in-house research, Wall Street research, and investment publications. Fixed-income investment is handled by Pacific Investment Management Co. in Newport Beach, California. | Finance |
The College of William & Mary
 The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Washington & Lee University
 Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
JS Asset Management LLC
JS Asset Management LLC Investment ManagersFinance JS Asset Management (JSAM) is a value-oriented investment management firm specializing in Large-Cap Value and All Cap Value strategies. They seek significant long-term performance returns by investing in undervalued companies that possess identifiable catalysts that will drive the stock price higher over the next one to two years. The firm may search for companies based on low p/e, low p/s, low p/cf, 52-week lows, price to recovery EPS and liquidation value. The firm also seeks to identify supply/demand imbalances that result in broad or sweeping changes in entire sectors or industries. JSAM attempts to identify stocks as close to the inflection point of improving fundamentals as possible to reduce any period of underperformance. They weigh the tradeoff between valuation and future value prospects of a security in terms of their conviction in the catalyst and the potential return of the stock. As valuations become more attractive, and assuming fundamentals and catalysts of the company stay intact, JSAM becomes more aggressive in buying. JSAM's process is bottom-up driven often resulting in underweight and overweight sectors with respect to relevant style benchmarks. Often a catalyst, particularly those that are more macro or supply/demand oriented, that affects a specific company may also apply across an industry or sector. This will result in significant under or overweighting of sectors. JSAM's Large Cap Value portfolios typically hold around 40 stocks and their All Cap Value portfolios may hold 50 to 60 issues. The firm believes it is important that each position size reflects a stocks appreciation potential. As a result, JSAM's top 10 holdings typically account for about 50% of each portfolio. In general, the firm tends to invest in the finance, electronic technology and consumer durables sectors. JSAM maintains a medium turnover rate. | Finance |
