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Betsy M. Markus
Plus aucun poste en cours
Consumer Services
Finance
Profil
Ms. Betsy M.
Markus is Chief Compliance Officer & Chief Operating Officer at TAMRO Capital Partners LLC.
She began her finance career as a Portfolio Administrator at Harbor Capital Management and was quickly promoted to Sr. Portfolio Administrator responsible for all internationally-invested institutional portfolios and associated relationships.
Additional responsibilities included training new operations employees, portfolio attribution and data analysis.
Ms. Markus earned a B.S.
from the University of Oregon’s Charles H.
Lundquist College of Business.
She is an Investment Adviser Certified Compliance Professional.
Anciens postes connus de Betsy M. Markus
| Sociétés | Poste | Fin |
|---|---|---|
HCM Holdings, Inc. (North Carolina)
 HCM Holdings, Inc. (North Carolina) Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
TAMRO Capital Partners LLC
 TAMRO Capital Partners LLC Investment ManagersFinance TAMRO Capital Partners specializes in the management of core equities. The firm offers three investment strategies: US Small Cap, International Small Cap and US Diversified Equity. They employ an opportunistic, bottom-up investment process designed to produce superior performance regardless of the market environment and popular investment trends. TAMRO's objective is to outperform the market over a full investment cycle. The firm's investment philosophy is characterized by three main tenants. TAMRO invests in companies that possess a sustainable competitive advantage. They widen the scope of opportunistic investing by focusing on "leaders, laggards and innovators," rather than just growth or value. Typically, each new position must have at least a 3:1 upside-reward to downside-risk ratio, as calculated by TAMRO using various valuation metrics. TAMRO's bottom-up research effort results in domestic portfolios of around 50-70 equity securities representing their best investment ideas. To ensure diversification, limits are set for how much TAMRO can overweight or underweight industry sectors versus the benchmark. Average domestic position sizes are 1.5%-2% of the portfolio. TAMRO's International Small Cap strategy typically holds 40-60 publicly listed stocks of companies based outside the US and may hold up to 40% in emerging markets. Average international position sizes are 1.5%-2.5% of the portfolio. TAMRO’s Diversified Equity strategy is an opportunistic core strategy holding primarily large cap stocks, with the ability to make select investments in small- to mid-sized stocks. | Compliance Officer | - |
Formation de Betsy M. Markus
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
TAMRO Capital Partners LLC
TAMRO Capital Partners LLC Investment ManagersFinance TAMRO Capital Partners specializes in the management of core equities. The firm offers three investment strategies: US Small Cap, International Small Cap and US Diversified Equity. They employ an opportunistic, bottom-up investment process designed to produce superior performance regardless of the market environment and popular investment trends. TAMRO's objective is to outperform the market over a full investment cycle. The firm's investment philosophy is characterized by three main tenants. TAMRO invests in companies that possess a sustainable competitive advantage. They widen the scope of opportunistic investing by focusing on "leaders, laggards and innovators," rather than just growth or value. Typically, each new position must have at least a 3:1 upside-reward to downside-risk ratio, as calculated by TAMRO using various valuation metrics. TAMRO's bottom-up research effort results in domestic portfolios of around 50-70 equity securities representing their best investment ideas. To ensure diversification, limits are set for how much TAMRO can overweight or underweight industry sectors versus the benchmark. Average domestic position sizes are 1.5%-2% of the portfolio. TAMRO's International Small Cap strategy typically holds 40-60 publicly listed stocks of companies based outside the US and may hold up to 40% in emerging markets. Average international position sizes are 1.5%-2.5% of the portfolio. TAMRO’s Diversified Equity strategy is an opportunistic core strategy holding primarily large cap stocks, with the ability to make select investments in small- to mid-sized stocks. | Finance |
University of Oregon
 University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
HCM Holdings, Inc. (North Carolina)
HCM Holdings, Inc. (North Carolina) Investment ManagersFinance Provides investment advice | Finance |
