Profil
Mr. Grant D.
Birdwell is a Member of Investment Committee at Corrigo Investment Partners LLC.
Previously the senior portfolio manager of the Strategic Partnership Network portfolio at the Teacher Retirement System of Texas, $6bn global multi-asset class portfolio.
As part of that, he also oversaw research efforts that were geared towards developing better ways to manage risk and allocate capital in a global context.
Prior to that, he spent several years with Morgan Stanley Investment Management as part of their Institutional Advisory Group, collaborating on multi-asset class solutions for large institutional investors.
Mr. Birdwell began his career at Morgan Stanley in their Fixed Income Division.
He received his BA in Finance from Texas A&M University.
Postes actifs de Grant Douglas Birdwell
| Sociétés | Poste | Début |
|---|---|---|
Corrigo Investment Partners LLC
Corrigo Investment Partners LLC Investment ManagersFinance Provides investment advice | Directeur Général | 01/05/2018 |
Anciens postes connus de Grant Douglas Birdwell
| Sociétés | Poste | Fin |
|---|---|---|
Teacher Retirement System of Texas
Teacher Retirement System of Texas Investment ManagersFinance TRS’ Internal Investment Committee (IIC) approves investments in private equity, real estates, hedge funds and external managers. The firm’s investment performance is calculated using a daily time weighted rate of return. Investment decisions are based on asset allocation, which is determined after consideration of expected returns for asset classes with the context of risk tolerance for the fund. TRS uses both passive and active investing styles. Their approach tracks the performance of key benchmarks and provides the opportunity to add value through active portfolios. TRS' style is a disciplined, balanced approach with a strong quantitative foundation that focuses on long-term returns and objectives rather than on short-term market movements. | Gestionnaire de Portefeuille-Actions | 01/04/2016 |
| MORGAN STANLEY | Corporate Officer/Principal | - |
Lockwell Investments LLC
Lockwell Investments LLC Investment ManagersFinance Lockwell Investments is a value manager that focuses on investments in high-quality companies whose valuations do not accurately reflect their intrinsic value. The firm employs fundamental, bottom-up proprietary research to identify fundamentally-sound companies whose valuations are depressed for understandable reasons and which are undergoing positive changes. Lockwell's Small-Cap Value Strategy seeks to outperform the Russell 2000 Value Index in a risk controlled manner. The portfolio typically holds 75 to 100 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $2 billion or the high point of the benchmark. Turnover in the portfolio is typically 30% to 40% per year. The firm's Small/Mid (SMID) Cap Value Strategy seeks to outperform the Russell 2500 Value Index in a risk controlled manner. The portfolio typically holds 50 to 75 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $7.5 billion or the high point of the benchmark. Turnover in the portfolio is typically 40% to 50% per year. | Sales & Marketing | - |
Formation de Grant Douglas Birdwell
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Morgan Stanley
Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Teacher Retirement System of Texas
Teacher Retirement System of Texas Investment ManagersFinance TRS’ Internal Investment Committee (IIC) approves investments in private equity, real estates, hedge funds and external managers. The firm’s investment performance is calculated using a daily time weighted rate of return. Investment decisions are based on asset allocation, which is determined after consideration of expected returns for asset classes with the context of risk tolerance for the fund. TRS uses both passive and active investing styles. Their approach tracks the performance of key benchmarks and provides the opportunity to add value through active portfolios. TRS' style is a disciplined, balanced approach with a strong quantitative foundation that focuses on long-term returns and objectives rather than on short-term market movements. | Finance |
Texas A&M University
Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lockwell Investments LLC
Lockwell Investments LLC Investment ManagersFinance Lockwell Investments is a value manager that focuses on investments in high-quality companies whose valuations do not accurately reflect their intrinsic value. The firm employs fundamental, bottom-up proprietary research to identify fundamentally-sound companies whose valuations are depressed for understandable reasons and which are undergoing positive changes. Lockwell's Small-Cap Value Strategy seeks to outperform the Russell 2000 Value Index in a risk controlled manner. The portfolio typically holds 75 to 100 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $2 billion or the high point of the benchmark. Turnover in the portfolio is typically 30% to 40% per year. The firm's Small/Mid (SMID) Cap Value Strategy seeks to outperform the Russell 2500 Value Index in a risk controlled manner. The portfolio typically holds 50 to 75 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $7.5 billion or the high point of the benchmark. Turnover in the portfolio is typically 40% to 50% per year. | Finance |
Corrigo Investment Partners LLC
Corrigo Investment Partners LLC Investment ManagersFinance Provides investment advice | Finance |
















