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Profil
Barbara Anne Berry worked as an Assistant Vice President at AEGON Capital Management, Inc. from 2000 to 2016 and as an Assistant VP & Money Market Portfolio Manager at Foresters Asset Management, Inc. She received an undergraduate degree from the University of Western Ontario in 1991.
Anciens postes connus de Barbara Anne Berry
| Sociétés | Poste | Fin |
|---|---|---|
AEGON Capital Management, Inc.
 AEGON Capital Management, Inc. Investment ManagersFinance AEGON Capital Management's focus is to provide exceptional income and capital preservation solutions for their clients. The firm seeks to add value through their proprietary, bottom-up research that applies a prudent, disciplined and repeatable investment process. Equity and fixed income portfolios are built from the bottom-up based on thorough fundamental analysis. Rigorous internal research and modeling ensures that each investment decision is supported by objective information. The firm's hands-on research is over-laid with a top-down macro view supplemented by weekly team meetings in which portfolio positions are reviewed, debated and challenged in relation to their price targets and investment theses. AEGON builds focused, high-conviction portfolios with only 40 to 50 their best ideas making it into the portfolio. This leads to a relatively high concentration with the top ten holdings accounting for about 40% of total assets. They also have a strict upside and downside discipline: stocks are placed under formal review if they fall 10% and must offer compelling upside for purchase. For their income and yield portfolios, AEGON seeks to generate sustainable income and yield within equity portfolios. Their investment approach involves careful analysis of the TSX and S&P500 universe of companies to identify sustainable dividend payers, cutters and risers. When constructing equity income portfolios, AEGON is particularly interested in these high-quality dividend offerings that offer sustainable and growing yields. | Portfolio Manager-Fixed Income | 04/05/2016 |
Foresters Asset Management, Inc.
 Foresters Asset Management, Inc. Investment ManagersFinance Provides investment advice | Portfolio Manager-Fixed Income | - |
Formation de Barbara Anne Berry
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Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
3
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
AEGON Capital Management, Inc.
AEGON Capital Management, Inc. Investment ManagersFinance AEGON Capital Management's focus is to provide exceptional income and capital preservation solutions for their clients. The firm seeks to add value through their proprietary, bottom-up research that applies a prudent, disciplined and repeatable investment process. Equity and fixed income portfolios are built from the bottom-up based on thorough fundamental analysis. Rigorous internal research and modeling ensures that each investment decision is supported by objective information. The firm's hands-on research is over-laid with a top-down macro view supplemented by weekly team meetings in which portfolio positions are reviewed, debated and challenged in relation to their price targets and investment theses. AEGON builds focused, high-conviction portfolios with only 40 to 50 their best ideas making it into the portfolio. This leads to a relatively high concentration with the top ten holdings accounting for about 40% of total assets. They also have a strict upside and downside discipline: stocks are placed under formal review if they fall 10% and must offer compelling upside for purchase. For their income and yield portfolios, AEGON seeks to generate sustainable income and yield within equity portfolios. Their investment approach involves careful analysis of the TSX and S&P500 universe of companies to identify sustainable dividend payers, cutters and risers. When constructing equity income portfolios, AEGON is particularly interested in these high-quality dividend offerings that offer sustainable and growing yields. | Finance |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Foresters Asset Management, Inc.
Foresters Asset Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
