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Amy Allen Lord
Gestionnaire de Portefeuille-Actions chez
Suncoast Equity Management LLC
Profil
Ms. Amy A. Lord, CFA, is Senior Vice President & Co-Portfolio Manager at Suncoast Equity Management LLC.
Prior to joining Suncoast Equity Management in September 2008, Ms. Lord was Vice President and Portfolio Manager with Intrepid Capital where she was sole manager of the company’s Large Cap Equity and Investment Grade Fixed Income portfolios.
Prior to joining Intrepid in 2001, she was Managing Director, Senior Portfolio Manager of The Investment Counsel Company.
During her nine years with the firm, her responsibilities included equity and fixed income portfolio management and analysis marketing and client servicing and overseeing GIPS performance compliance.
She is a past President of the CFA Society of Orlando, as well as a member of the CFA Institute.
She earned a Bachelor of Science in Advertising, with a minor in Mathematics, from the University of Florida.
She is a CFA charterholder.
Postes actifs de Amy Allen Lord
| Sociétés | Poste | Début |
|---|---|---|
Suncoast Equity Management LLC
 Suncoast Equity Management LLC Investment ManagersFinance SEM actively seeks opportunities to minimize the risk of permanent capital loss. The core of their investment management approach lies in selecting individual companies that excel within their Disciplined Investment System (SEM-DIS). The firm prioritizes companies with favorable long-term prospects and a sustainable competitive advantage. By investing in growth-oriented businesses, they aim to enhance the potential returns for the overall portfolio. | Gestionnaire de Portefeuille-Actions | 01/09/2008 |
Anciens postes connus de Amy Allen Lord
| Sociétés | Poste | Fin |
|---|---|---|
Intrepid Capital Management, Inc. (Florida)
 Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital is focused on pursuing superior risk-adjusted returns over full market cycles. The firm’s disciplined research process, conservative valuation methodology, and contrarian mindset are the cornerstone of their investment philosophy. Their research is done internally following a bottom-up, value-based strategy. | Gestionnaire de Portefeuille-Actions | 01/08/2008 |
Investment Counsel Co.
 Investment Counsel Co. Investment ManagersFinance Provides advisory and investment services | Corporate Officer/Principal | 31/12/2000 |
Formation de Amy Allen Lord
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
19
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Intrepid Capital Management, Inc. (Florida)
Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital is focused on pursuing superior risk-adjusted returns over full market cycles. The firm’s disciplined research process, conservative valuation methodology, and contrarian mindset are the cornerstone of their investment philosophy. Their research is done internally following a bottom-up, value-based strategy. | Finance |
Investment Counsel Co.
Investment Counsel Co. Investment ManagersFinance Provides advisory and investment services | Finance |
Suncoast Equity Management LLC
Suncoast Equity Management LLC Investment ManagersFinance SEM actively seeks opportunities to minimize the risk of permanent capital loss. The core of their investment management approach lies in selecting individual companies that excel within their Disciplined Investment System (SEM-DIS). The firm prioritizes companies with favorable long-term prospects and a sustainable competitive advantage. By investing in growth-oriented businesses, they aim to enhance the potential returns for the overall portfolio. | Finance |
University of Florida
 University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
