Dale Brian Embry

Fondateur chez

MeadowBrook Investment Advisors LLC

Finance

Consumer Services

Profil

Mr. Dale B. Embry is Head of Portfolio Management at MeadowBrook Investment Advisors LLC and is a contributor to the equity investment process.
He co-founded the firm in October 1999.
Mr. Embry was the former Managing Director of National Institutional Management Group for Banc One Investment Advisors and the predecessor organizations, First Chicago NBD Investment Management Company and NBD Bancorp.
This group was responsible for portfolio management of the banks' largest institutional client's portfolios, typically those accounts in excess of $10 million with the largest exceeding $450 million.
He had direct responsibility for the key clients, managing institutional assets in excess of $3.5 billion.
He was also in charge of 10 professionals that in total, managed $10 billion in assets.
His investment experience dates back to 1987, when he joined the group as a portfolio analyst.
Prior to that he worked in other functions at NBD Bancorp.
He received his undergraduate degree from Oberlin College and an MBA from the University of Detroit Mercy.

Postes actifs de Dale Brian Embry

Sociétés	Poste	Début
MeadowBrook Investment Advisors LLC MeadowBrook Investment Advisors LLC Investment ManagersFinance MeadowBrook employs research driven investment approach emphasizing strong fundamentals, reasonable value and portfolio risk control. The firm believes that long-term investment success results from the application of a consistent, disciplined and systematic process.	Fondateur	01/01/1999

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Anciens postes connus de Dale Brian Embry

Sociétés	Poste	Fin
First Chicago NBD Corp. First Chicago NBD Corp. Major BanksFinance National commercial bank	Corporate Officer/Principal	-
Banc One Investment Advisors Banc One Investment Advisors Major BanksFinance A team of portfolio managers, research analysts and traders is responsible for the management of each equity portfolio. They employ a bottom-up approach, using proprietary research to analyze and evaluate securities on a stock-by-stock basis. The research process begins with a diverse universe of companies. For each company in the universe, analysts develop earnings and revenue estimates. The analysts use those forecasts to calculate 13 value, growth and risk variables, which are used to rank each stock. Using the forecast and ranking information, the analysts then code the stocks on a 5-point scale - from 1, which is the most attractive to 5, which is the least attractive. The equity teams review the recommendations and create an overall assessment of the stock. The teams select stocks for the portfolios that are attractively priced with improving fundamentals. In choosing fixed income securities, BOIA seeks to avoid market timing and interest rate speculation in favor of strategies providing more consistent value over time. The teams construct the portfolios by using a process that combines specific security selection with macro bond market factors. The firm's fixed income teams actively manage all aspects of the fixed income market using risk-management techniques to minimize volatility and add value through yield curve, sector, issue and duration decisions.	Portfolio Manager-Fixed Income	-

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Sociétés liées

Entreprise privées	5
First Chicago NBD Corp. First Chicago NBD Corp. Major BanksFinance National commercial bank	Finance
MeadowBrook Investment Advisors LLC MeadowBrook Investment Advisors LLC Investment ManagersFinance MeadowBrook employs research driven investment approach emphasizing strong fundamentals, reasonable value and portfolio risk control. The firm believes that long-term investment success results from the application of a consistent, disciplined and systematic process.	Finance
Oberlin College Oberlin College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Banc One Investment Advisors Banc One Investment Advisors Major BanksFinance A team of portfolio managers, research analysts and traders is responsible for the management of each equity portfolio. They employ a bottom-up approach, using proprietary research to analyze and evaluate securities on a stock-by-stock basis. The research process begins with a diverse universe of companies. For each company in the universe, analysts develop earnings and revenue estimates. The analysts use those forecasts to calculate 13 value, growth and risk variables, which are used to rank each stock. Using the forecast and ranking information, the analysts then code the stocks on a 5-point scale - from 1, which is the most attractive to 5, which is the least attractive. The equity teams review the recommendations and create an overall assessment of the stock. The teams select stocks for the portfolios that are attractively priced with improving fundamentals. In choosing fixed income securities, BOIA seeks to avoid market timing and interest rate speculation in favor of strategies providing more consistent value over time. The teams construct the portfolios by using a process that combines specific security selection with macro bond market factors. The firm's fixed income teams actively manage all aspects of the fixed income market using risk-management techniques to minimize volatility and add value through yield curve, sector, issue and duration decisions.	Finance
University of Detroit Mercy University of Detroit Mercy Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services