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Profil
Mr. William K.
Dugdale is a Chief Investment Officer & Managing Partner at Montchanin Asset Management LLC.
Mr. Dugdale was previously employed as a Portfolio Manager & Senior Investment Advisor by Bell Rock Capital LLC, a Managing Director by Edgewood Management LLC, and a Director & Senior Vice President by Jennison Associates LLC.
He also served on the board at Sound Health Solutions, Inc.
He received his undergraduate degree from the University of Delaware.
Postes actifs de Bill Dugdale
| Sociétés | Poste | Début |
|---|---|---|
Montchanin Asset Management LLC
 Montchanin Asset Management LLC Investment ManagersFinance Montchanin AM specializes in Large-Cap Growth Equities. | Fondateur | 01/01/2001 |
Anciens postes connus de Bill Dugdale
| Sociétés | Poste | Fin |
|---|---|---|
Bell Rock Capital LLC
 Bell Rock Capital LLC Investment ManagersFinance Bell Rock primarily uses individual equities, fixed income investments, exchange traded funds (ETFs) and cash. All of which are considered asset allocation categories for the client’s investment strategy. Mutual funds are rarely used in managed portfolios. The firm uses fundamental analysis to help identify investment opportunities. | Gestionnaire de Portefeuille-Actions | - |
Edgewood Management LLC
 Edgewood Management LLC Investment ManagersFinance Edgewood mainly manages large-cap growth equity portfolios of about twenty-two publicly traded companies. The firm identifies investments through research-driven fundamental analysis and employs a bottom-up approach in their investment analysis. They aim to diversify across growth rates and market caps to achieve the desired return and risk profile. Edgewood requires a majority vote by the Investment Committee to sell a stock. If a company misses earnings two quarters in a row, there is a 15% drop in the stock relative to its peers or if there is a change in industry or company fundamentals, the Investment Committee will discuss selling the stock, decreasing the weighting in the portfolio or adding to the weighting in the portfolio. | Corporate Officer/Principal | - |
| IVOW INC | Directeur/Membre du Conseil | - |
Jennison Associates LLC
 Jennison Associates LLC Investment ManagersFinance Jennison Associates aims to generate superior long-term investment outperformance. The firm manages portfolios based on internal fundamental research, bottom-up security selection and a highly interactive investment process. | Directeur/Membre du Conseil | - |
Formation de Bill Dugdale
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Jennison Associates LLC
Jennison Associates LLC Investment ManagersFinance Jennison Associates aims to generate superior long-term investment outperformance. The firm manages portfolios based on internal fundamental research, bottom-up security selection and a highly interactive investment process. | Finance |
Edgewood Management LLC
Edgewood Management LLC Investment ManagersFinance Edgewood mainly manages large-cap growth equity portfolios of about twenty-two publicly traded companies. The firm identifies investments through research-driven fundamental analysis and employs a bottom-up approach in their investment analysis. They aim to diversify across growth rates and market caps to achieve the desired return and risk profile. Edgewood requires a majority vote by the Investment Committee to sell a stock. If a company misses earnings two quarters in a row, there is a 15% drop in the stock relative to its peers or if there is a change in industry or company fundamentals, the Investment Committee will discuss selling the stock, decreasing the weighting in the portfolio or adding to the weighting in the portfolio. | Finance |
University of Delaware
 University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sound Health Solutions, Inc.
 Sound Health Solutions, Inc. Other Consumer ServicesConsumer Services Provides weight management solutions | Consumer Services |
Bell Rock Capital LLC
Bell Rock Capital LLC Investment ManagersFinance Bell Rock primarily uses individual equities, fixed income investments, exchange traded funds (ETFs) and cash. All of which are considered asset allocation categories for the client’s investment strategy. Mutual funds are rarely used in managed portfolios. The firm uses fundamental analysis to help identify investment opportunities. | Finance |
Montchanin Asset Management LLC
Montchanin Asset Management LLC Investment ManagersFinance Montchanin AM specializes in Large-Cap Growth Equities. | Finance |
