Profil
Mr. Cameron R.
Johnson, CFA MBA, is a Managing Director & Oxford Investment Fellow at Oxford Financial Group Ltd. He has over 30 years of experience in the investment industry.
As an Oxford Investment Fellow, he is responsible for investment manager evaluation, asset allocation modeling and portfolio construction.
Before joining Oxford, Mr. Johnson was an investment principal at Lowry Hill where he was the Lead P0ortfolio Manager for small cap equity strategy, a member of the Asset Allocation and Investment Strategy teams and developed the firm’s outsourced CIO model for foundations and endowments.
He also led external manager due diligence for marketable investment strategies.
He served as an Equity Analyst with focus on institutional midcap growth portfolios and a long/short hedge fund.
He earned a Bachelor’s degree from Gustavus Adolphus College, with a major in Financial Economics.
He received a Master’s of Business Administration from the University of Notre Dame with concentrations in Finance and Accounting.
He is also a member of the CFA Institute and the Twin Cities Society of Security Analysts.
Postes actifs de Cam Johnson
| Sociétés | Poste | Début |
|---|---|---|
Oxford Financial Group Ltd.
Oxford Financial Group Ltd. Investment ManagersFinance Oxford aims to construct broadly diversified investment portfolios incorporating a wide range of asset classes and investment styles. Their rigorous portfolio construction process is based on insightful analysis and seeks to be resilient across a broad range of economic and financial market outcomes. | Gestionnaire de Portefeuille-Actions | 01/12/2011 |
Anciens postes connus de Cam Johnson
| Sociétés | Poste | Fin |
|---|---|---|
Lowry Hill Investment Advisors, Inc.
Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Lowry Hill Investment Advisors' core investment strategy, the Growth Equity strategy, focuses on investments in large-cap US companies. The firm seeks to invest in quality growth companies with enduring business franchises that are capable of successfully compounding shareholder value through market appreciation and dividends. Their preference is to make investments when companies are trading at what they believe to be discounts to their intrinsic values. In performing in-house research and bottom-up analysis, Lowry Hill combines valuation disciplines, risk assessment and industry diversification criteria in constructing this portfolio. For small-cap equities, Lowry Hill employs a sub-portfolio of smaller domestic companies. They seek companies with a strong competitive franchise, solid cash flow and high inside ownership, and then use a cash flow valuation method to purchase these companies at attractive prices. For international equities, Lowry Hill invests in a portfolio of large companies. These are high quality companies with businesses in attractive, growing markets. This portfolio is designed to complement investments in other Lowry Hill US stock portfolios by investing in companies with most of their revenues derived from outside the US. The firm's income equity portfolio consists of companies with a dividend yield higher than that of the S&P 500 and has the potential for capital appreciation in excess of the rate of inflation. They select companies that possess a stable business with the opportunity to grow revenue and earnings, a strong balance sheet, a management team that adds to shareholder value and a stock valuation that is at a discount to intrinsic value. Lowry Hill's goal in including REITs in their clients' portfolios is to reduce portfolio volatility, produce current income and participate in the appreciation of the underlying properties. The firm buys investment grade fixed-income securities to generate current income and add stability to a portfolio. They analyze each client's portfolio within the context of their unique objectives and build portfolios of individual bonds taking into consideration credit risk, the yield curve and call structure. Though not limited by sector, Lowry Hill tends to invest in the stocks of companies in the finance, producer manufacturing, health technology, electronic technology, technology services and consumer non-durables sectors. They invest globally, across all-market-caps. The firm maintains a low turnover rate. | Gestionnaire de Portefeuille-Actions | 30/09/2011 |
Zak Capital, Inc.
Zak Capital, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Investment Advisers, Inc.
Investment Advisers, Inc. Investment ManagersFinance Provides investment and other related financial services | Corporate Officer/Principal | - |
Formation de Cam Johnson
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 |
|---|---|
Zak Capital, Inc.
Zak Capital, Inc. Investment ManagersFinance Provides investment advice | Finance |
Lowry Hill Investment Advisors, Inc.
Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Lowry Hill Investment Advisors' core investment strategy, the Growth Equity strategy, focuses on investments in large-cap US companies. The firm seeks to invest in quality growth companies with enduring business franchises that are capable of successfully compounding shareholder value through market appreciation and dividends. Their preference is to make investments when companies are trading at what they believe to be discounts to their intrinsic values. In performing in-house research and bottom-up analysis, Lowry Hill combines valuation disciplines, risk assessment and industry diversification criteria in constructing this portfolio. For small-cap equities, Lowry Hill employs a sub-portfolio of smaller domestic companies. They seek companies with a strong competitive franchise, solid cash flow and high inside ownership, and then use a cash flow valuation method to purchase these companies at attractive prices. For international equities, Lowry Hill invests in a portfolio of large companies. These are high quality companies with businesses in attractive, growing markets. This portfolio is designed to complement investments in other Lowry Hill US stock portfolios by investing in companies with most of their revenues derived from outside the US. The firm's income equity portfolio consists of companies with a dividend yield higher than that of the S&P 500 and has the potential for capital appreciation in excess of the rate of inflation. They select companies that possess a stable business with the opportunity to grow revenue and earnings, a strong balance sheet, a management team that adds to shareholder value and a stock valuation that is at a discount to intrinsic value. Lowry Hill's goal in including REITs in their clients' portfolios is to reduce portfolio volatility, produce current income and participate in the appreciation of the underlying properties. The firm buys investment grade fixed-income securities to generate current income and add stability to a portfolio. They analyze each client's portfolio within the context of their unique objectives and build portfolios of individual bonds taking into consideration credit risk, the yield curve and call structure. Though not limited by sector, Lowry Hill tends to invest in the stocks of companies in the finance, producer manufacturing, health technology, electronic technology, technology services and consumer non-durables sectors. They invest globally, across all-market-caps. The firm maintains a low turnover rate. | Finance |
University of Notre Dame
University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investment Advisers, Inc.
Investment Advisers, Inc. Investment ManagersFinance Provides investment and other related financial services | Finance |
Oxford Financial Group Ltd.
Oxford Financial Group Ltd. Investment ManagersFinance Oxford aims to construct broadly diversified investment portfolios incorporating a wide range of asset classes and investment styles. Their rigorous portfolio construction process is based on insightful analysis and seeks to be resilient across a broad range of economic and financial market outcomes. | Finance |
Gustavus Adolphus College
Gustavus Adolphus College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















