Profil
Andrea Jean Dalton worked as an Analyst at Palisade Capital Management LP and G.research LLC.
She also served as a Research Team Leader at Friess Associates LLC.
In 2022, she became a Portfolio Manager at Nia Impact Advisors LLC.
Ms. Dalton holds a graduate degree in MBA from The Trustees of Columbia University in The City of New York and an undergraduate degree from Vassar College.
Anciens postes connus de Andrea Jean Dalton Lee
| Sociétés | Poste | Fin |
|---|---|---|
Nia Impact Advisors LLC
Nia Impact Advisors LLC Investment ManagersFinance Nia aims to provide investors with long-term total return. Their advanced investment strategy strives to produce equity-like returns over a market cycle. The firm’s investment decisions are guided by their six investing themes (Sustainable Planet, Healthcare, Natural & Organic Foods, Sustainable & Affordable Transportation, Affordable Housing, Education, and Communication & Financial Services), which address global systemic risks. Through a rigorous and fundamental research process, Nia selects best-in-class companies within these focus areas. | Gestionnaire de Portefeuille-Actions | 01/10/2023 |
G.research LLC
G.research LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Palisade Capital Management LP
Palisade Capital Management LP Investment ManagersFinance Palisade employs a comprehensive, bottom-up, fundamental investment philosophy. The firm seeks to minimize downside risk, while striving for consistent and attractive return potential by focusing on investing in companies where opportunity and value present themselves. | Corporate Officer/Principal | - |
Friess Associates LLC
Friess Associates LLC Investment ManagersFinance Friess Associates is a discretionary investment manager that specializes in domestic (US) growth equity strategies. The firm offers growth equity strategies across the market capitalization spectrum ranging from micro to large. Accordingly, clients may choose a focused market capitalization strategy within that range or an all-capitalization strategy. They employ a research-driven investment process, and primarily utilize fundamental analysis for the selection of equity investments. Friess Associates will sell a stock when its research determines: (1) a company has deteriorating fundamentals such as contracting margins or reduced revenue growth, (2) investor expectations have become unrealistically high, (3) when it reaches Friess Associates’ internal target price, and (4) identifies a better investment idea. | Analyst-Equity | - |
Formation de Andrea Jean Dalton Lee
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Palisade Capital Management LP
Palisade Capital Management LP Investment ManagersFinance Palisade employs a comprehensive, bottom-up, fundamental investment philosophy. The firm seeks to minimize downside risk, while striving for consistent and attractive return potential by focusing on investing in companies where opportunity and value present themselves. | Finance |
Friess Associates LLC
Friess Associates LLC Investment ManagersFinance Friess Associates is a discretionary investment manager that specializes in domestic (US) growth equity strategies. The firm offers growth equity strategies across the market capitalization spectrum ranging from micro to large. Accordingly, clients may choose a focused market capitalization strategy within that range or an all-capitalization strategy. They employ a research-driven investment process, and primarily utilize fundamental analysis for the selection of equity investments. Friess Associates will sell a stock when its research determines: (1) a company has deteriorating fundamentals such as contracting margins or reduced revenue growth, (2) investor expectations have become unrealistically high, (3) when it reaches Friess Associates’ internal target price, and (4) identifies a better investment idea. | Finance |
G.research LLC
G.research LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Vassar College
Vassar College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nia Impact Advisors LLC
Nia Impact Advisors LLC Investment ManagersFinance Nia aims to provide investors with long-term total return. Their advanced investment strategy strives to produce equity-like returns over a market cycle. The firm’s investment decisions are guided by their six investing themes (Sustainable Planet, Healthcare, Natural & Organic Foods, Sustainable & Affordable Transportation, Affordable Housing, Education, and Communication & Financial Services), which address global systemic risks. Through a rigorous and fundamental research process, Nia selects best-in-class companies within these focus areas. | Finance |
















