Profil
Mr. Brandon L.
Troegle, CFA MBA, is a Managing Director of Portfolio Management & Fundamental Analysis at Hillcrest Asset Management LLC.
He also serves as Portfolio Manager for Hillcrest Asset Management LLC.
He has over 16 years of investment experience.
Mr. Troegle was previously employed as an Equity Analyst by Morningstar, Inc., a Securities Analyst by Bank of America Corp., and an Investment Researcher by Luther King Capital Management Corp.
He received his BA degree in Business Administration and History from Austin College and an MBA from the SMU-Cox School of Business.
He is a Chartered Financial Analyst.
Anciens postes connus de Brandon Lance Troegle
| Sociétés | Poste | Fin |
|---|---|---|
Hillcrest Asset Management LLC
Hillcrest Asset Management LLC Investment ManagersFinance Hillcrest offers advice on exchange-traded and over-the-counter equity securities through their three products: Small-Cap Core, Mid-Cap and Small-Cap Value. The firm utilizes a deep understanding of Behavioral Finance to capture pricing inefficiencies created by market biases. They rely equally on valuation, growth, and sentiment to identify stocks that are at an attractive phase of the Behavioral Cycle and thus likely to outperform. Hillcrest looks for companies that have been unfairly discounted yet have strong balance sheets and excellent expected forward earnings growth. They invest in small-cap stocks primarily from the Russell 2000 Value Index. | Gestionnaire de Portefeuille-Actions | 01/01/2022 |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Luther King Capital Management Corp.
Luther King Capital Management Corp. Investment ManagersFinance LKCM is an active, fundamentals-based, long-term manager which aims to invest in high quality businesses that they believe will produce consistent, repeatable and superior risk-adjusted returns. The firm offers several equity, fixed income and alternative investment approaches, which are generally available through separately managed portfolios, the LKCM Funds, affiliated private investment partnerships and special purpose private investment partnerships. | Corporate Officer/Principal | - |
| MORNINGSTAR, INC. | Corporate Officer/Principal | - |
Formation de Brandon Lance Troegle
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Luther King Capital Management Corp.
Luther King Capital Management Corp. Investment ManagersFinance LKCM is an active, fundamentals-based, long-term manager which aims to invest in high quality businesses that they believe will produce consistent, repeatable and superior risk-adjusted returns. The firm offers several equity, fixed income and alternative investment approaches, which are generally available through separately managed portfolios, the LKCM Funds, affiliated private investment partnerships and special purpose private investment partnerships. | Finance |
Bank of America Corp.
Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
Hillcrest Asset Management LLC
Hillcrest Asset Management LLC Investment ManagersFinance Hillcrest offers advice on exchange-traded and over-the-counter equity securities through their three products: Small-Cap Core, Mid-Cap and Small-Cap Value. The firm utilizes a deep understanding of Behavioral Finance to capture pricing inefficiencies created by market biases. They rely equally on valuation, growth, and sentiment to identify stocks that are at an attractive phase of the Behavioral Cycle and thus likely to outperform. Hillcrest looks for companies that have been unfairly discounted yet have strong balance sheets and excellent expected forward earnings growth. They invest in small-cap stocks primarily from the Russell 2000 Value Index. | Finance |
Morningstar, Inc.
Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services | Commercial Services |
Austin College
Austin College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SMU-Cox School of Business
SMU-Cox School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















