![Dan Sargen](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>)
Dan Sargen
Directeur en chef des Investissements chez
Rice, Hall, James & Associates LLC
Profil
Mr. Daniel S.
Sargen is a Chief Investment Officer, Portfolio Manager & Analyst at Rice, Hall, James & Associates LLC.
He joined the firm in September of 2014 and has over 27 years of industry experience.
Prior to joining the firm, Mr. Sargen worked as a Senior Equities Analyst at Wasatch Advisors.
Prior to that, he was a Global Equities Analyst at BlackRock Financial Management.
He received a B.A. from Lafayette College and an M.B.A. from the University of Michigan.
Postes actifs de Dan Sargen
| Sociétés | Poste | Début |
|---|---|---|
Rice, Hall, James & Associates LLC
 Rice, Hall, James & Associates LLC Investment ManagersFinance Rice Hall James constructs portfolios of micro, small, and SMID-cap stocks. Their unique investment process relies on bottom-up, fundamental research to identify compelling stories of undervalued or undiscovered growth within this universe. The firm primarily invests in companies with price/earnings ratios that are lower than those companies’ three- to five- year projected earnings growth rates, which is what they consider Growth at Reasonable Price (GARP). | Directeur en chef des Investissements | 01/01/2022 |
Anciens postes connus de Dan Sargen
| Sociétés | Poste | Fin |
|---|---|---|
Wasatch Advisors LP
 Wasatch Advisors LP Investment ManagersFinance Wasatch develops a fundamental, bottom-up research method that focuses on the long-term growth potential of companies and finding market inefficiencies. The firm initially focused on investing in the stocks of companies with small market capitalizations, and over time has organically evolved into additional asset classes. They select investments for clients based solely on investment considerations, including whether the investments are suitable for the client and consistent with the client’s investment objectives and guidelines. | Corporate Officer/Principal | 31/08/2014 |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies. | Corporate Officer/Principal | 30/04/2005 |
The Institute of International Finance, Inc.
 The Institute of International Finance, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial institute | Corporate Officer/Principal | 31/08/1999 |
Economists, Inc.
 Economists, Inc. Insurance Brokers/ServicesFinance Provides economic and risk management consulting services | Corporate Officer/Principal | 31/07/1997 |
BlackRock Financial Management, Inc.
 BlackRock Financial Management, Inc. Investment ManagersFinance BFM utilizes fixed-income strategies that are actively managed, model or index based. The firm generally employs an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. They utilize a risk-controlled, systematic process for portfolio construction and alpha generation. | Corporate Officer/Principal | - |
Formation de Dan Sargen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Wasatch Advisors LP
Wasatch Advisors LP Investment ManagersFinance Wasatch develops a fundamental, bottom-up research method that focuses on the long-term growth potential of companies and finding market inefficiencies. The firm initially focused on investing in the stocks of companies with small market capitalizations, and over time has organically evolved into additional asset classes. They select investments for clients based solely on investment considerations, including whether the investments are suitable for the client and consistent with the client’s investment objectives and guidelines. | Finance |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies. | Finance |
Rice, Hall, James & Associates LLC
Rice, Hall, James & Associates LLC Investment ManagersFinance Rice Hall James constructs portfolios of micro, small, and SMID-cap stocks. Their unique investment process relies on bottom-up, fundamental research to identify compelling stories of undervalued or undiscovered growth within this universe. The firm primarily invests in companies with price/earnings ratios that are lower than those companies’ three- to five- year projected earnings growth rates, which is what they consider Growth at Reasonable Price (GARP). | Finance |
Lafayette College
 Lafayette College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Institute of International Finance, Inc.
The Institute of International Finance, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial institute | Commercial Services |
Economists, Inc.
Economists, Inc. Insurance Brokers/ServicesFinance Provides economic and risk management consulting services | Finance |
BlackRock Financial Management, Inc.
BlackRock Financial Management, Inc. Investment ManagersFinance BFM utilizes fixed-income strategies that are actively managed, model or index based. The firm generally employs an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. They utilize a risk-controlled, systematic process for portfolio construction and alpha generation. | Finance |
