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Gary G. Schlarbaum
Directeur/Membre du Conseil chez
The Independent Institute
Profil
Gary G.
Schlarbaum is currently the Director at The Independent Institute.
He previously worked as a Principal at UBS Asset Management (Americas), Inc. from 1984 to 1987, a Portfolio Manager at Morgan Stanley & Co. LLC, a Principal at Miller Anderson & Sherrerd, an Advisor at Global Capital Management, Inc. from 2008 to 2009, and a Professor at Purdue University from 1969 to 1984.
Schlarbaum holds a doctorate degree from the University of Pennsylvania and an undergraduate degree from Coe College.
Postes actifs de Gary G. Schlarbaum
| Sociétés | Poste | Début |
|---|---|---|
The Independent Institute
 The Independent Institute Miscellaneous Commercial ServicesCommercial Services Operates as public-policy research and educational organization | Directeur/Membre du Conseil | - |
Anciens postes connus de Gary G. Schlarbaum
| Sociétés | Poste | Fin |
|---|---|---|
Global Capital Management, Inc.
 Global Capital Management, Inc. Investment ManagersFinance Global Capital Management (GCM) seeks to deliver consistent excess returns over a full market cycle while maintaining an attractive risk profile. The firm's investment philosophy is based on the belief that 3 factors influence equity returns: quality, value and business prospects. They perform disciplined, repetitive fundamental analysis of these 3 factors across both current portfolio holdings and investment opportunities. GCM creates portfolios that combine these characteristics with a quality overlay to form a core strategy. GCM's investment approach begins with an inclusionary quantitative process that uses proprietary models and analytical techniques to identify superior quality, value companies with improving business prospects. Once the investment universe is identified, companies are subjected to through a bottom-up, fundamental research to confirm quality, value of business prospects. GCM's portfolio construction and monitoring processes include risk controls that are designed to preserve capital and reduce downside risk. To consider the quality of a company, GCM looks at stock volatility, earnings consistency, debt-to-equity, profit margins and credit scores/rating. When determining value, they focus on price-to-cash ratio, price-to-earnings ratio and price-to-value ratio. A company's business prospects are evaluated based on the existence of accelerating earnings, upwardly moving estimates and positive same-store sales trends. GCM's quantitative analysis narrows the initial universe of approximately 3000 companies to approximately 100 securities. GCM then applies fundamental analysis to these 100 companies which includes an overview of the stock, the company, sell-side or Wall Street sentiment and management. This process typically results in a narrowed focus of 10 to 20 securities. A final portfolio stocks is constructed given diversification parameters, risk assessment and strength of new positions versus incumbent. GCM may use BIRR Risk Optimizer software to limit sector and industry exposures and help craft a portfolio focusing on maximizing return at a similar risk level to the Russell 3000. The firm typically builds positions into 'probing' positions of 2% and moves up in 1% increments to a maximum of 4% at cost. GCM will sell a security if two of the three variables of value, quality and earnings prospects weaken. They trim positions based on fundamental deterioration in company earnings. Though not limited by sector, the firm tends to invest in the stocks of small-cap and mid-cap US companies in the finance, retail trade, technology services, electronic technology and process industries sectors. GCM maintains a medium turnover rate. | Membre du Comité d'Investissement | 30/06/2009 |
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. | Corporate Officer/Principal | 30/06/1987 |
Purdue University
 Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | 30/06/1984 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Miller Anderson & Sherrerd
 Miller Anderson & Sherrerd Investment ManagersFinance Money management firm | Corporate Officer/Principal | - |
Formation de Gary G. Schlarbaum
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
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 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Miller Anderson & Sherrerd
Miller Anderson & Sherrerd Investment ManagersFinance Money management firm | Finance |
Global Capital Management, Inc.
Global Capital Management, Inc. Investment ManagersFinance Global Capital Management (GCM) seeks to deliver consistent excess returns over a full market cycle while maintaining an attractive risk profile. The firm's investment philosophy is based on the belief that 3 factors influence equity returns: quality, value and business prospects. They perform disciplined, repetitive fundamental analysis of these 3 factors across both current portfolio holdings and investment opportunities. GCM creates portfolios that combine these characteristics with a quality overlay to form a core strategy. GCM's investment approach begins with an inclusionary quantitative process that uses proprietary models and analytical techniques to identify superior quality, value companies with improving business prospects. Once the investment universe is identified, companies are subjected to through a bottom-up, fundamental research to confirm quality, value of business prospects. GCM's portfolio construction and monitoring processes include risk controls that are designed to preserve capital and reduce downside risk. To consider the quality of a company, GCM looks at stock volatility, earnings consistency, debt-to-equity, profit margins and credit scores/rating. When determining value, they focus on price-to-cash ratio, price-to-earnings ratio and price-to-value ratio. A company's business prospects are evaluated based on the existence of accelerating earnings, upwardly moving estimates and positive same-store sales trends. GCM's quantitative analysis narrows the initial universe of approximately 3000 companies to approximately 100 securities. GCM then applies fundamental analysis to these 100 companies which includes an overview of the stock, the company, sell-side or Wall Street sentiment and management. This process typically results in a narrowed focus of 10 to 20 securities. A final portfolio stocks is constructed given diversification parameters, risk assessment and strength of new positions versus incumbent. GCM may use BIRR Risk Optimizer software to limit sector and industry exposures and help craft a portfolio focusing on maximizing return at a similar risk level to the Russell 3000. The firm typically builds positions into 'probing' positions of 2% and moves up in 1% increments to a maximum of 4% at cost. GCM will sell a security if two of the three variables of value, quality and earnings prospects weaken. They trim positions based on fundamental deterioration in company earnings. Though not limited by sector, the firm tends to invest in the stocks of small-cap and mid-cap US companies in the finance, retail trade, technology services, electronic technology and process industries sectors. GCM maintains a medium turnover rate. | Finance |
Coe College
 Coe College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Purdue University
Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Independent Institute
The Independent Institute Miscellaneous Commercial ServicesCommercial Services Operates as public-policy research and educational organization | Commercial Services |
