Profil
Edward Henry Fane formerly worked at Morningstar Investment Management LLC, as Portfolio Manager from 2018 to 2020, Thesis Asset Management Ltd., as Fund & Research Manager in 2014, and Morningstar Investment Management Europe Ltd., as Senior Investment Consultant & Portfolio Manager from 2014 to 2016.
Anciens postes connus de Edward Henry Fane
| Sociétés | Poste | Fin |
|---|---|---|
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds. | Gestionnaire de Portefeuille-Actions | 01/12/2020 |
Morningstar Investment Management Europe Ltd.
Morningstar Investment Management Europe Ltd. Investment ManagersFinance MIME designs portfolios that help investors reach their financial goals. The firm’s global investment management team works as one to apply its disciplined investment process to all strategies and portfolios, bringing together core capabilities in asset allocation, investment selection, and portfolio construction. This robust process integrates proprietary research and leading investment techniques. | Gestionnaire de Portefeuille-Actions | 01/11/2016 |
Thesis Asset Management Ltd.
Thesis Asset Management Ltd. Investment ManagersFinance Thesis is a risk-averse manager which aims to provide superior risk adjusted long-term returns by focusing on diversification and actively monitoring portfolios to keep them within their long-term strategic asset allocation parameters. | Analyst-Equity | 01/06/2014 |
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Sociétés cotées
Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Thesis Asset Management Ltd.
Thesis Asset Management Ltd. Investment ManagersFinance Thesis is a risk-averse manager which aims to provide superior risk adjusted long-term returns by focusing on diversification and actively monitoring portfolios to keep them within their long-term strategic asset allocation parameters. | Finance |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds. | Finance |
Morningstar Investment Management Europe Ltd.
Morningstar Investment Management Europe Ltd. Investment ManagersFinance MIME designs portfolios that help investors reach their financial goals. The firm’s global investment management team works as one to apply its disciplined investment process to all strategies and portfolios, bringing together core capabilities in asset allocation, investment selection, and portfolio construction. This robust process integrates proprietary research and leading investment techniques. | Finance |
















