![Charles D. Averill](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Charles D.
Averill worked as a Portfolio Manager at Edge Asset Management, Inc. from 2006 to 2017, and then at Principal Global Investors LLC from 2017 to 2019.
Prior to that, he worked as a Portfolio Manager at WM Advisors, Inc. from 1990 to 2006.
He also worked as a Professor at Gonzaga University.
Averill received his undergraduate degree from The Reed Institute and his graduate degree from Princeton University.
Anciens postes connus de Charles D. Averill
| Sociétés | Poste | Fin |
|---|---|---|
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies. | Gestionnaire de Portefeuille-Actions | 01/12/2019 |
Edge Asset Management, Inc.
 Edge Asset Management, Inc. Investment ManagersFinance Edge is a long-term investor that seeks to invest in outstanding businesses when they are mispriced due to company-specific issues or industry disruptions. Their investment process is characterized by deep fundamental, bottom-up research and a long-term investment horizon, and may be contrarian biased. The firm offers four equity strategies: Equity Income, SMID Equity Income, Concentrated Mid-Cap, and Capital Appreciation. | Gestionnaire de Portefeuille-Actions | 01/05/2017 |
WM Advisors, Inc.
 WM Advisors, Inc. Investment ManagersFinance Provides financial advisory services | Corporate Officer/Principal | 30/12/2006 |
Gonzaga University
 Gonzaga University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Formation de Charles D. Averill
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
56
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Edge Asset Management, Inc.
Edge Asset Management, Inc. Investment ManagersFinance Edge is a long-term investor that seeks to invest in outstanding businesses when they are mispriced due to company-specific issues or industry disruptions. Their investment process is characterized by deep fundamental, bottom-up research and a long-term investment horizon, and may be contrarian biased. The firm offers four equity strategies: Equity Income, SMID Equity Income, Concentrated Mid-Cap, and Capital Appreciation. | Finance |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies. | Finance |
The Reed Institute
 The Reed Institute Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Gonzaga University
Gonzaga University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Princeton University
 Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
WM Advisors, Inc.
WM Advisors, Inc. Investment ManagersFinance Provides financial advisory services | Finance |
