![Alex Phillips](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>)
Profil
Alex Phillips worked as a Vice President & Senior Research Analyst at Oakwood Capital Management LLC from 2016 to 2021.
Prior to that, he worked as an Analyst at Croft-Leominster, Inc. Mr. Phillips completed his undergraduate degree from Washington & Lee University.
Anciens postes connus de Alex Phillips
| Sociétés | Poste | Fin |
|---|---|---|
Oakwood Capital Management LLC (California)
 Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood determines client’s wealth management goals, and then the firm seeks to attain above-market returns at below-market risk over stock and bond market cycles. Client portfolios are created using time-tested and innovative investment methodologies that are based on extensive quantitative methods and sound research. Oakwood typically rebalances a client’s portfolio when the difference between the client’s asset allocation guidelines and the portfolio is approximately plus or minus 20%. | Analyst-Equity | 08/07/2021 |
Croft-Leominster, Inc.
 Croft-Leominster, Inc. Investment ManagersFinance Croft Leominster's primary goal is to obtain capital appreciation while limiting exposure and risk. They attempt to reduce risk by holding a diversified portfolio of stocks they feel are undervalued. They occasionally take positions that may be considered contrarian in nature. The Value Fund is managed with a value-oriented, partially contrarian, investment philosophy. The Fund focuses on companies with low valuations relative to future earnings growth, cash flow and asset values. Through a carefully selected diversified portfolio of undervalued securities, the Fund attempts to achieve above-average returns with reduced risks. The portfolio of the fund will generally have a lower forward-looking p/e ratio than the market. The Income Fund is invested in a diversified portfolio of corporate bonds and other fixed-income securities. Croft Leominster's fixed-income investment philosophy is to maximize total return while seeking a high level of current income. The Fund holds numerous issues across various industries in order to minimize both credit and event risks. The Fund is primarily invested in securities that are rated investment grade by the major ratings agencies. | Analyst-Equity | - |
Formation de Alex Phillips
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Oakwood Capital Management LLC (California)
Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood determines client’s wealth management goals, and then the firm seeks to attain above-market returns at below-market risk over stock and bond market cycles. Client portfolios are created using time-tested and innovative investment methodologies that are based on extensive quantitative methods and sound research. Oakwood typically rebalances a client’s portfolio when the difference between the client’s asset allocation guidelines and the portfolio is approximately plus or minus 20%. | Finance |
Croft-Leominster, Inc.
Croft-Leominster, Inc. Investment ManagersFinance Croft Leominster's primary goal is to obtain capital appreciation while limiting exposure and risk. They attempt to reduce risk by holding a diversified portfolio of stocks they feel are undervalued. They occasionally take positions that may be considered contrarian in nature. The Value Fund is managed with a value-oriented, partially contrarian, investment philosophy. The Fund focuses on companies with low valuations relative to future earnings growth, cash flow and asset values. Through a carefully selected diversified portfolio of undervalued securities, the Fund attempts to achieve above-average returns with reduced risks. The portfolio of the fund will generally have a lower forward-looking p/e ratio than the market. The Income Fund is invested in a diversified portfolio of corporate bonds and other fixed-income securities. Croft Leominster's fixed-income investment philosophy is to maximize total return while seeking a high level of current income. The Fund holds numerous issues across various industries in order to minimize both credit and event risks. The Fund is primarily invested in securities that are rated investment grade by the major ratings agencies. | Finance |
Washington & Lee University
 Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
