![Daniel Neuger](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
Mr. Daniel Neuger was previously employed as Managing Director & Portfolio Manager by UBS Asset Management (Americas) Inc., a Portfolio Manager by Brazos Capital Management, Managing Director & Portfolio Manager by PineBridge Investments LLC, and a Managing Director by AIG Global Investment Corp.
He received his undergraduate degree from St. Olaf College and an MBA from the University of Minnesota.
Anciens postes connus de Daniel Neuger
| Sociétés | Poste | Fin |
|---|---|---|
PineBridge Investments LLC
 PineBridge Investments LLC Investment ManagersFinance PineBridge Investments uses an active approach across their platform, building portfolios with a high level of conviction while carefully managing risk. The firm offers investment capabilities across a wide range of asset types, including equity, multi-asset, fixed income, direct lending, and alternative investments. | Analyst-Equity | 01/06/2012 |
Brazos Capital Management
 Brazos Capital Management Investment ManagersFinance Brazos Capital Management is a growth manager that manages the Brazos Mutual Funds which include the Brazos Micro-Cap Fund, the Brazos Small-Cap Fund, the Brazos Mid-Cap Fund and the Brazos Growth Fund. All of the funds are designed to provide shareholders with maximum capital appreciation, consistent with reasonable risk to principal. The Brazos Mutual Funds are suitable for investors who are seeking long-term capital growth, do not need current income, are willing to hold an investment for a long time period and are able to tolerate fluctuations in the principal value of their investment. In general, Brazos tends to invest in the stocks of US companies in the electronic technology, health services and retail sectors. The firm maintains a very high turnover rate. The Brazos Micro-Cap Fund invests primarily in companies with market-caps of $600 million or less or a capitalization of companies represented in the lower 50% of the Russell 2000 Growth Index. Many of these companies have a market-cap of less than $200 million. Brazos looks for companies with high growth rates, average annual revenues less than $500 million, above average return on equity and low debt levels. The firm seeks to identify earnings growth in micro-cap companies before it is reflected in the companies' stock prices. They also look for catalysts for growth through the use of multiple screens to identify prospective portfolio companies. To manage fluctuations in the value of the Fund's investments, Brazos invests across a variety of industry sectors with no industry sector representing more than 25% of the value of the portfolio. Brazos uses bottom-up fundamental analysis to select common stocks for the portfolio. They conduct due diligence with the company's senior management, suppliers, competitors and customers to understand each company's business dynamics. The firm then selects companies with strong growth in revenue, earnings and cash flow, predictable operating models, experienced management and unique products or services. Brazos then confirms their analysis using a variety of screens and confirmation checks. The Brazos Small-Cap Fund seeks to provide maximum capital appreciation, consistent with reasonable risk to principal, through investments in companies with market-caps of $200 million to $2.5 billion or a capitalization of companies represented in the Russell 2000 Growth Index. Brazos seeks investments in the securities of companies with high growth rates, average annual revenues less than $1 billion, above average return on equity and low debt levels. They look for earnings growth in small-cap companies before it is reflected in the companies' stock prices. They also look for catalysts for growth through the use of multiple screens to identify prospective portfolio companies. To manage fluctuations in the value of the Fund's investments, Brazos invests across a variety of industry sectors with no industry sector representing more than 25% of the value of the portfolio. The Brazos Small-Cap Fund uses bottom-up, fundamental research to select securities. Brazos conducts due diligence with each company's senior management, suppliers, competitors and customers to understand the company's business dynamics. They then select companies with strong growth in revenue, earnings and cash flow, predictable operating models, experienced management and unique products or services. They confirm their analysis using a variety of screens and confirmation checks. The Brazos Mid-Cap Fund seeks to provide maximum capital appreciation, consistent with reasonable risk to principal, by investing in companies with market-caps of $1 billion to $12 billion or a capitalization of companies represented in the Russell Midcap Growth Index. The Fund generally invests in the securities of companies with high growth rates, above average return on equity and low debt levels. Brazos looks for earnings growth in mid-cap companies before it is reflected in the companies' stock prices. The firm also looks for catalysts for growth through the use of multiple screens to identify prospective portfolio companies. To manage fluctuations in the value of the portfolio's investments, Brazos invests across a variety of industry sectors with no industry sector representing more than 25% of the portfolio's value. The firm uses bottom-up, fundamental research to select securities. They conduct due diligence with each company's senior management, suppliers, competitors and customers to understand each company's business dynamics. Brazos then selects companies with strong growth in revenue, earnings and cash flow, predictable operating models, experienced management and unique products or services. They confirm their analysis using a variety of screens and confirmation checks. The Brazos Growth Fund seeks to provide maximum capital growth, consistent with reasonable risk to principal. The Fund invests in equity securities including common stock and securities convertible into common stock. The Brazos Growth Fund looks for the best uncovered ideas across all market-caps. Security selection is based on a company's potential for strong growth in revenue, earnings and cash flow, strong management and leading products or services. The Growth Fund generally invests in the securities of companies with above average growth rates, above average return on equity and low debt levels. Brazos seeks to identify earnings growth in growth companies before it is reflected in the companies' stock prices. They look for catalysts for growth through the use of multiple screens to identify prospective portfolio companies. To manage fluctuations in the value of the portfolio's investments, Brazos invests across a variety of industry sectors with no industry sector representing more than 25% of the value of the portfolio. Brazos relies on bottom-up, fundamental research to identify companies for potential purchase. They conduct due diligence with each company's senior management, suppliers, competitors and customers to understand each company's business dynamics. The firm then selects companies with strong growth in revenue, earnings and cash flow, predictable operating models, experienced management and unique products or services. Brazos confirms their analysis using a variety of screens and confirmation checks. | Gestionnaire de Portefeuille-Actions | 30/01/2010 |
AIG Global Investment Corp.
 AIG Global Investment Corp. Investment ManagersFinance AIG Global Investment Corp. invests globally in the public equity and fixed-income markets. They also invest in real estate and private equity. The firm's equity investment approach typically focuses on the growth and value stocks of small-cap, mid-cap and large-cap companies. Their fixed-income investments typically include investment grade bonds, government securities, municipal bonds, corporate bonds and security-backed fixed-income securities. The firm employs a combination of top-down fundamental research and quantitative analysis to select sectors and a security selection bottom-up process. AIGG's real estate investment approach utilizes an opportunistic, value-oriented strategy. In general, AIGG tends to invest globally in the stocks of mid-cap and large-cap companies in the finance, electronic technology, energy minerals, health technology and consumer non-durables sectors. The firm maintains a medium turnover rate. AIGG's equity investment process begins with a quantitative screening of the investment universe. They categorize each stock in the universe into the following broad growth categories: exceptional growth, established stable growth, cyclical growth and mature companies. After categorizing each stock, they conduct bottom-up fundamental analysis to rank and select securities. Their fundamental analysis for all categories is based on relative valuations and fundamental progression, which may differ based on the stage of a company's lifecycle. Investment ideas are generated from internal research analysis, extensive company visits and analysis of outside research. Local portfolio managers and analysts are responsible for ranking stocks and portfolio construction. AIGG's researchers utilize an Intranet-based knowledge-sharing tool that enables them to disseminate detailed research to all equity investment professionals involved in the decision-making process. Regional/sector analysts apply specific buy and sell criteria to companies within each of the four growth categories, adapting the analytical approach and the valuation metrics to the varying growth dynamics for each group of companies. Overall, AIGG's global equity team focuses on the potential of delivering growth in earnings per share. They analyze factors that contribute to the sustainability of growth, such as barriers to entry and profitability. In the search for these characteristics, they research companies growing through innovative products and services, as well as companies growing by gaining in relevance in mature markets. AIGG's global fixed-income team believes that the most efficient (risk-adjusted) method to add value to a global fixed-income portfolio is through duration management and country allocation while maintaining currency exposure relative to the benchmark close to neutral. They apply quantitative techniques to establish duration positions and country weights, which can be adjusted using qualitative inputs. Quantitative analysis focuses on capturing market trends to generate excess returns. AIGG uses a portfolio construction process with automatic monthly rebalancing of portfolios. The analytical and quantitative formulation of market views are kept separate from portfolio construction. Once the views have been established, model portfolios are automatically created. Actual portfolios are mapped as close as possible to the appropriate model portfolio. | Gestionnaire de Portefeuille-Actions | 19/11/2009 |
UBS Asset Management (Americas) LLC
 UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Gestionnaire de Portefeuille-Actions | - |
Formation de Daniel Neuger
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
69
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
UBS Asset Management (Americas) LLC
UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Finance |
Brazos Capital Management
Brazos Capital Management Investment ManagersFinance Brazos Capital Management is a growth manager that manages the Brazos Mutual Funds which include the Brazos Micro-Cap Fund, the Brazos Small-Cap Fund, the Brazos Mid-Cap Fund and the Brazos Growth Fund. All of the funds are designed to provide shareholders with maximum capital appreciation, consistent with reasonable risk to principal. The Brazos Mutual Funds are suitable for investors who are seeking long-term capital growth, do not need current income, are willing to hold an investment for a long time period and are able to tolerate fluctuations in the principal value of their investment. In general, Brazos tends to invest in the stocks of US companies in the electronic technology, health services and retail sectors. The firm maintains a very high turnover rate. The Brazos Micro-Cap Fund invests primarily in companies with market-caps of $600 million or less or a capitalization of companies represented in the lower 50% of the Russell 2000 Growth Index. Many of these companies have a market-cap of less than $200 million. Brazos looks for companies with high growth rates, average annual revenues less than $500 million, above average return on equity and low debt levels. The firm seeks to identify earnings growth in micro-cap companies before it is reflected in the companies' stock prices. They also look for catalysts for growth through the use of multiple screens to identify prospective portfolio companies. To manage fluctuations in the value of the Fund's investments, Brazos invests across a variety of industry sectors with no industry sector representing more than 25% of the value of the portfolio. Brazos uses bottom-up fundamental analysis to select common stocks for the portfolio. They conduct due diligence with the company's senior management, suppliers, competitors and customers to understand each company's business dynamics. The firm then selects companies with strong growth in revenue, earnings and cash flow, predictable operating models, experienced management and unique products or services. Brazos then confirms their analysis using a variety of screens and confirmation checks. The Brazos Small-Cap Fund seeks to provide maximum capital appreciation, consistent with reasonable risk to principal, through investments in companies with market-caps of $200 million to $2.5 billion or a capitalization of companies represented in the Russell 2000 Growth Index. Brazos seeks investments in the securities of companies with high growth rates, average annual revenues less than $1 billion, above average return on equity and low debt levels. They look for earnings growth in small-cap companies before it is reflected in the companies' stock prices. They also look for catalysts for growth through the use of multiple screens to identify prospective portfolio companies. To manage fluctuations in the value of the Fund's investments, Brazos invests across a variety of industry sectors with no industry sector representing more than 25% of the value of the portfolio. The Brazos Small-Cap Fund uses bottom-up, fundamental research to select securities. Brazos conducts due diligence with each company's senior management, suppliers, competitors and customers to understand the company's business dynamics. They then select companies with strong growth in revenue, earnings and cash flow, predictable operating models, experienced management and unique products or services. They confirm their analysis using a variety of screens and confirmation checks. The Brazos Mid-Cap Fund seeks to provide maximum capital appreciation, consistent with reasonable risk to principal, by investing in companies with market-caps of $1 billion to $12 billion or a capitalization of companies represented in the Russell Midcap Growth Index. The Fund generally invests in the securities of companies with high growth rates, above average return on equity and low debt levels. Brazos looks for earnings growth in mid-cap companies before it is reflected in the companies' stock prices. The firm also looks for catalysts for growth through the use of multiple screens to identify prospective portfolio companies. To manage fluctuations in the value of the portfolio's investments, Brazos invests across a variety of industry sectors with no industry sector representing more than 25% of the portfolio's value. The firm uses bottom-up, fundamental research to select securities. They conduct due diligence with each company's senior management, suppliers, competitors and customers to understand each company's business dynamics. Brazos then selects companies with strong growth in revenue, earnings and cash flow, predictable operating models, experienced management and unique products or services. They confirm their analysis using a variety of screens and confirmation checks. The Brazos Growth Fund seeks to provide maximum capital growth, consistent with reasonable risk to principal. The Fund invests in equity securities including common stock and securities convertible into common stock. The Brazos Growth Fund looks for the best uncovered ideas across all market-caps. Security selection is based on a company's potential for strong growth in revenue, earnings and cash flow, strong management and leading products or services. The Growth Fund generally invests in the securities of companies with above average growth rates, above average return on equity and low debt levels. Brazos seeks to identify earnings growth in growth companies before it is reflected in the companies' stock prices. They look for catalysts for growth through the use of multiple screens to identify prospective portfolio companies. To manage fluctuations in the value of the portfolio's investments, Brazos invests across a variety of industry sectors with no industry sector representing more than 25% of the value of the portfolio. Brazos relies on bottom-up, fundamental research to identify companies for potential purchase. They conduct due diligence with each company's senior management, suppliers, competitors and customers to understand each company's business dynamics. The firm then selects companies with strong growth in revenue, earnings and cash flow, predictable operating models, experienced management and unique products or services. Brazos confirms their analysis using a variety of screens and confirmation checks. | Finance |
AIG Global Investment Corp.
AIG Global Investment Corp. Investment ManagersFinance AIG Global Investment Corp. invests globally in the public equity and fixed-income markets. They also invest in real estate and private equity. The firm's equity investment approach typically focuses on the growth and value stocks of small-cap, mid-cap and large-cap companies. Their fixed-income investments typically include investment grade bonds, government securities, municipal bonds, corporate bonds and security-backed fixed-income securities. The firm employs a combination of top-down fundamental research and quantitative analysis to select sectors and a security selection bottom-up process. AIGG's real estate investment approach utilizes an opportunistic, value-oriented strategy. In general, AIGG tends to invest globally in the stocks of mid-cap and large-cap companies in the finance, electronic technology, energy minerals, health technology and consumer non-durables sectors. The firm maintains a medium turnover rate. AIGG's equity investment process begins with a quantitative screening of the investment universe. They categorize each stock in the universe into the following broad growth categories: exceptional growth, established stable growth, cyclical growth and mature companies. After categorizing each stock, they conduct bottom-up fundamental analysis to rank and select securities. Their fundamental analysis for all categories is based on relative valuations and fundamental progression, which may differ based on the stage of a company's lifecycle. Investment ideas are generated from internal research analysis, extensive company visits and analysis of outside research. Local portfolio managers and analysts are responsible for ranking stocks and portfolio construction. AIGG's researchers utilize an Intranet-based knowledge-sharing tool that enables them to disseminate detailed research to all equity investment professionals involved in the decision-making process. Regional/sector analysts apply specific buy and sell criteria to companies within each of the four growth categories, adapting the analytical approach and the valuation metrics to the varying growth dynamics for each group of companies. Overall, AIGG's global equity team focuses on the potential of delivering growth in earnings per share. They analyze factors that contribute to the sustainability of growth, such as barriers to entry and profitability. In the search for these characteristics, they research companies growing through innovative products and services, as well as companies growing by gaining in relevance in mature markets. AIGG's global fixed-income team believes that the most efficient (risk-adjusted) method to add value to a global fixed-income portfolio is through duration management and country allocation while maintaining currency exposure relative to the benchmark close to neutral. They apply quantitative techniques to establish duration positions and country weights, which can be adjusted using qualitative inputs. Quantitative analysis focuses on capturing market trends to generate excess returns. AIGG uses a portfolio construction process with automatic monthly rebalancing of portfolios. The analytical and quantitative formulation of market views are kept separate from portfolio construction. Once the views have been established, model portfolios are automatically created. Actual portfolios are mapped as close as possible to the appropriate model portfolio. | Finance |
St. Olaf College
 St. Olaf College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PineBridge Investments LLC
PineBridge Investments LLC Investment ManagersFinance PineBridge Investments uses an active approach across their platform, building portfolios with a high level of conviction while carefully managing risk. The firm offers investment capabilities across a wide range of asset types, including equity, multi-asset, fixed income, direct lending, and alternative investments. | Finance |
