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Aaron Christopher Clark
Membre du Comité d'Investissement chez
GW&K Investment Management LLC
Profil
Mr. Aaron C.
Clark, CFA, is a Principal & Equity Portfolio Manager at GW&K Investment Management LLC.
He is a member of the firm’s Investment Committee.
Ms. Clark started in the industry as an analyst and has had portfolio management responsibilities since 1998.
Previously, he was a principal and portfolio manager at Tetrem Capital Management with responsibility for U.S.
Value and U.S.
Dividend mandates as well as a Canadian Dividend Fund.
He also managed flagship portfolios at Morgan Stanley Investment Management and Pioneer Investments.
His portfolio management experience has been wide ranging.
In addition to his focus on dividend strategies throughout his career, he has managed portfolios across the market cap spectrum, both growth and value disciplines, and some mandates that invested outside of the U.S.
He received a BA in Economics from Trinity College.
He is a CFA charterholder and is a member of the CFA Institute and the CFA Society Boston.
Postes actifs de Aaron Christopher Clark
| Sociétés | Poste | Début |
|---|---|---|
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K is a research-oriented adviser that primarily employs fundamental analysis for the evaluation of investment opportunities and the construction of investment portfolios. The firm specializes in Municipal Bond, Taxable Bond, Equity and Multi-Asset strategies. | Membre du Comité d'Investissement | 01/01/2015 |
Anciens postes connus de Aaron Christopher Clark
| Sociétés | Poste | Fin |
|---|---|---|
Prudential Securities
 Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Gerard Klauer Mattison & Co., Inc.
 Gerard Klauer Mattison & Co., Inc. Investment Banks/BrokersFinance Provides financial services such as investment banking, equity trading, asset management and management consulting services | Analyst-Equity | - |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Gestionnaire de Portefeuille-Actions | 31/12/2003 |
Tetrem Capital Management Ltd. (US)
 Tetrem Capital Management Ltd. (US) Investment ManagersFinance Tetrem Capital Management (TCM) focuses on investments in large-cap Canadian and US equities. The firm employs a contrarian value style investment approach that seeks to identify and invest in the stocks of undervalued companies. TCM utilizes methods such as reversion to the mean and margin of safety when making investment decisions. The firm's investment approach that focuses on Canadian and US equities. The firm offers the following investment strategies: Tetrem Canadian Equity (invests 100% in large cap Canadian equities); Tetrem Canadian Equity Plus (invests up to 70% in large cap Canadian equities and up to 30% in large cap US equities); Tetrem US Equity (invests 100% in large cap US equities); Tetrem US Plus (invests 80% in large cap US equities and 20% in large cap Canadian equities); Tetrem Canadian Dividend (invests in 100% large cap Canadian equities for dividend income and growth); Tetrem US Dividend (invests in 100% large cap US equities for dividend income and growth). TCM identifies investment candidates from a combination of quantitative screens, thematic views and fundamental analysis. They then perform fundamental, bottom-up research in order to gauge the controversy surrounding candidates, determine an estimate of the fair value for each, and develop an investment thesis in which they outline reasons to own, what to watch for, and a target price. Candidates are monitored continuously and tactically rebalanced as their valuations fluctuate around the TCM's estimate of their fair value. TCM's investment strategies are based on quantitative models, as well as well-defined and methodical fundamental research. Their core quantitative model ranks companies based on several characteristics including valuation and earnings quality. Each characteristic is scored independently, based on multiple factors, and is ranked within their research universe. This results in one broad composite score that combines all of the characteristics and the factors that comprise them. The firm's security selection process begins with quantitative analysis. Their quantitative analysis is complementary to the fundamental analysis TCM performs on all of the companies assessed in their equity selection process. The firm's fundamental analysis includes an in-depth review of the business of the company, its strategy, the competitive environment, regulatory environment, product and industry position, as well as analysis of the company's financial health. This process serves to either confirm or refute findings generated through TCM's quantitative analysis. | Directeur en chef des Investissements | 01/01/2015 |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi US selects investments from a wide range of asset classes and employs a variety of styles in managing client assets. Regarding equity securities, the firm employs fundamental and quantitative research to their portfolio management approach. With respect to fixed income securities, their investment professionals consistently apply well established means of identifying potentially rewarding securities. Whether applying top-down analysis that leads to selection of government bonds, or the bottom-up approach that ends with corporate bonds being selected, the investment management team's goal is portfolio construction that matches product objectives and supports investors’ goals. | Gestionnaire de Portefeuille-Actions | 01/01/2008 |
Formation de Aaron Christopher Clark
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
24
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi US selects investments from a wide range of asset classes and employs a variety of styles in managing client assets. Regarding equity securities, the firm employs fundamental and quantitative research to their portfolio management approach. With respect to fixed income securities, their investment professionals consistently apply well established means of identifying potentially rewarding securities. Whether applying top-down analysis that leads to selection of government bonds, or the bottom-up approach that ends with corporate bonds being selected, the investment management team's goal is portfolio construction that matches product objectives and supports investors’ goals. | Finance |
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K is a research-oriented adviser that primarily employs fundamental analysis for the evaluation of investment opportunities and the construction of investment portfolios. The firm specializes in Municipal Bond, Taxable Bond, Equity and Multi-Asset strategies. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Gerard Klauer Mattison & Co., Inc.
Gerard Klauer Mattison & Co., Inc. Investment Banks/BrokersFinance Provides financial services such as investment banking, equity trading, asset management and management consulting services | Finance |
Trinity College (Connecticut)
 Trinity College (Connecticut) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tetrem Capital Management Ltd. (US)
Tetrem Capital Management Ltd. (US) Investment ManagersFinance Tetrem Capital Management (TCM) focuses on investments in large-cap Canadian and US equities. The firm employs a contrarian value style investment approach that seeks to identify and invest in the stocks of undervalued companies. TCM utilizes methods such as reversion to the mean and margin of safety when making investment decisions. The firm's investment approach that focuses on Canadian and US equities. The firm offers the following investment strategies: Tetrem Canadian Equity (invests 100% in large cap Canadian equities); Tetrem Canadian Equity Plus (invests up to 70% in large cap Canadian equities and up to 30% in large cap US equities); Tetrem US Equity (invests 100% in large cap US equities); Tetrem US Plus (invests 80% in large cap US equities and 20% in large cap Canadian equities); Tetrem Canadian Dividend (invests in 100% large cap Canadian equities for dividend income and growth); Tetrem US Dividend (invests in 100% large cap US equities for dividend income and growth). TCM identifies investment candidates from a combination of quantitative screens, thematic views and fundamental analysis. They then perform fundamental, bottom-up research in order to gauge the controversy surrounding candidates, determine an estimate of the fair value for each, and develop an investment thesis in which they outline reasons to own, what to watch for, and a target price. Candidates are monitored continuously and tactically rebalanced as their valuations fluctuate around the TCM's estimate of their fair value. TCM's investment strategies are based on quantitative models, as well as well-defined and methodical fundamental research. Their core quantitative model ranks companies based on several characteristics including valuation and earnings quality. Each characteristic is scored independently, based on multiple factors, and is ranked within their research universe. This results in one broad composite score that combines all of the characteristics and the factors that comprise them. The firm's security selection process begins with quantitative analysis. Their quantitative analysis is complementary to the fundamental analysis TCM performs on all of the companies assessed in their equity selection process. The firm's fundamental analysis includes an in-depth review of the business of the company, its strategy, the competitive environment, regulatory environment, product and industry position, as well as analysis of the company's financial health. This process serves to either confirm or refute findings generated through TCM's quantitative analysis. | Finance |
