Profil
Ms. Heather L.
Waddell, CFA MBA, is an Executive Vice President, Portfolio Manager & Research Analyst at Templeton Investment Counsel LLC.
She joined the Templeton organization in 1996.
Ms. Waddell is a research analyst and lead portfolio manager on a number of institutional separate account relationships and sub-advised portfolios.
She is the industrials sector team leader and has research responsibility for global small capitalization cyclical and capital goods.
She is also a member of the information technology sector team with research responsibility for the global consumer electronics and office electronics industries, and has country research responsibility for Turkey, Greece, Colombia and Peru.
Ms. Waddell earned an M.B.A. from the Columbia University Graduate School of Business in New York and a B.A. in economics from the University of California, Santa Cruz.
She is a Chartered Financial Analyst and an active member of the Columbia University and the University of California Alumni associations, and the South Florida Society of Financial Analysts.
Postes actifs de Heather Louise Waddell
| Sociétés | Poste | Début |
|---|---|---|
Templeton Investment Counsel LLC
Templeton Investment Counsel LLC Investment ManagersFinance TIC’s equity strategies seek to identify stocks that are significantly undervalued in markets across the globe. When choosing equity investments for the strategies, the firm applies a bottom-up, value-oriented, long-term approach, focusing on the market price of a company's securities relative to their evaluation of the company's long-term earnings, asset value and cash flow potential. Based on these research results, managers construct individual portfolios within established parameters for the mandate and diversification. | Analyst-Equity | 01/01/1996 |
Formation de Heather Louise Waddell
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Templeton Investment Counsel LLC
Templeton Investment Counsel LLC Investment ManagersFinance TIC’s equity strategies seek to identify stocks that are significantly undervalued in markets across the globe. When choosing equity investments for the strategies, the firm applies a bottom-up, value-oriented, long-term approach, focusing on the market price of a company's securities relative to their evaluation of the company's long-term earnings, asset value and cash flow potential. Based on these research results, managers construct individual portfolios within established parameters for the mandate and diversification. | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Santa Cruz
University of California, Santa Cruz Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















