Profil
Mr. Langis joined Wachovia after six years at TQA Investors, where he served most recently as principal and Senior Portfolio Manager.
Formerly, Mr. Langis was a Vice President with Salomon Smith Barney in their Convertible Securities group.
He spent four years at Salomon and covered U.S.
based arbitrage and outright accounts investing in European, Asian, Japanese and U.S.
convertibles.
Mr. Langis was formerly with PriceWaterhouseCoopers where he spent five years in their Boston and Zurich, Switzerland offices focusing on financial analysis and multinational financial reporting.
Mr. Langis holds a B.A. in Economics from Harvard University and a Masters in Business Management from the Kellogg Graduate School of Management at Northwestern University.
He holds Series 3, 7, and 63 registrations.
Anciens postes connus de D. J. Langis
| Sociétés | Poste | Fin |
|---|---|---|
TQA Investors LLC
TQA Investors LLC Investment ManagersFinance The objective of the TQA's hedged convertible strategy is to construct and manage a hedged portfolio with a high current return and low volatility. This is accomplished by the simultaneous purchase of a long position in a convertible security and a short sale of the underlying common stock. To minimize risk, the portfolio is hedged on a delta neutral basis and is typically highly diversified among as many as 100 or more positions. While leverage may be employed on a tactical basis, its range is always restricted by the objective of the particular fund and is modest in comparison to industry practice. The goal of their equity market neutral process is to provide a systematic small cap long/short equity strategy with net returns consistently 10% above the cash benchmark and annualized monthly volatility below 6%. TQA exploits anomalies unique to a special group of small-cap stocks that tend to be generally neglected by institutional investors but react to change in their earnings prospects. This strategy utilizes a combination value and growth model that attempts to identify for the long portfolio undervalued stocks which are oversold on a technical basis but possess a strong earnings momentum catalyst which should move the stock higher over a short-term horizon. Stock selection factors include historic relative valuation, discounted cash flow analysis, private market value, earnings estimate revisions, earnings momentum, earnings surprise and both short and long-term price momentum. TQA selection universe is derived from the combined S&P 600 and S&P MidCap indexes. This working set is screened for size, liquidity, analyst coverage and industry. | Analyst-Equity | 30/04/2007 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | - |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
TQA Investors LLC
TQA Investors LLC Investment ManagersFinance The objective of the TQA's hedged convertible strategy is to construct and manage a hedged portfolio with a high current return and low volatility. This is accomplished by the simultaneous purchase of a long position in a convertible security and a short sale of the underlying common stock. To minimize risk, the portfolio is hedged on a delta neutral basis and is typically highly diversified among as many as 100 or more positions. While leverage may be employed on a tactical basis, its range is always restricted by the objective of the particular fund and is modest in comparison to industry practice. The goal of their equity market neutral process is to provide a systematic small cap long/short equity strategy with net returns consistently 10% above the cash benchmark and annualized monthly volatility below 6%. TQA exploits anomalies unique to a special group of small-cap stocks that tend to be generally neglected by institutional investors but react to change in their earnings prospects. This strategy utilizes a combination value and growth model that attempts to identify for the long portfolio undervalued stocks which are oversold on a technical basis but possess a strong earnings momentum catalyst which should move the stock higher over a short-term horizon. Stock selection factors include historic relative valuation, discounted cash flow analysis, private market value, earnings estimate revisions, earnings momentum, earnings surprise and both short and long-term price momentum. TQA selection universe is derived from the combined S&P 600 and S&P MidCap indexes. This working set is screened for size, liquidity, analyst coverage and industry. | Finance |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Commercial Services |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
















