Profil
Mr. Behrak Shahriari, CFA MBA, is a Portfolio Manager at Montrusco Bolton Investments, Inc.
Mr. Shahriari worked at NB Private Equity Partners Ltd., Oliver, Wyman & Co. LLC, and Basso Capital Management LP.
He received a BS in Biochemistry from McGill University and an MBA from École des Hautes Études Commerciales de Paris.
Anciens postes connus de Behrak Shahriari
| Sociétés | Poste | Fin |
|---|---|---|
Basso Capital Management LP
Basso Capital Management LP Investment ManagersFinance Basso works with each client to determine their risk and portfolio objectives and wealth management needs. Based on these objectives and needs, the firm develops an asset allocation plan that selects from among the asset types including, among others, domestic and foreign equities and bonds, mutual funds and ETFs, and less liquid and/or private investment vehicles. The allocations among these varying asset types reflect the client’s risk profile and investment time horizon, among other factors. | Analyst-Equity | - |
| NEUBERGER PRIVATE EQUITY PARTNERS LIMITED | Corporate Officer/Principal | - |
Oliver, Wyman & Co. LLC | Corporate Officer/Principal | - |
Montrusco Bolton Investments, Inc.
Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions. | Gestionnaire de Portefeuille-Actions | - |
Formation de Behrak Shahriari
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Basso Capital Management LP
Basso Capital Management LP Investment ManagersFinance Basso works with each client to determine their risk and portfolio objectives and wealth management needs. Based on these objectives and needs, the firm develops an asset allocation plan that selects from among the asset types including, among others, domestic and foreign equities and bonds, mutual funds and ETFs, and less liquid and/or private investment vehicles. The allocations among these varying asset types reflect the client’s risk profile and investment time horizon, among other factors. | Finance |
Montrusco Bolton Investments, Inc.
Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions. | Finance |
McGill University
McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
École des Hautes Études Commerciales de Paris
École des Hautes Études Commerciales de Paris Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Oliver, Wyman & Co. LLC | |
NB Private Equity Partners Ltd.
NB Private Equity Partners Ltd. Investment Trusts/Mutual FundsMiscellaneous Acts as Private Equity Fund | Miscellaneous |
















