![James Peter Veers](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>)
James Peter Veers
Gestionnaire de Portefeuille-Actions chez
STUDIO Investment Management LLC
Profil
Mr. James P.
Veers, CFA MBA, is a Portfolio Manager at STUDIO Investment Management LLC.
Mr. Veers was previously employed as a Partner & Portfolio Manager by Lombardia Capital Partners LLC, a Senior Business Analyst by ABN AMRO Private Equity, a Senior Consultant by Inforte Corp., and a Research Analyst by Timeless Investment Management & Research LLC.
He has a B.S.
in Engineering from University of Illinois, an MBA from Indiana University, has held the Chartered Financial Analyst designation since 2009, and became a Certified Financial Planner professional in 2023.
Postes actifs de James Peter Veers
| Sociétés | Poste | Début |
|---|---|---|
STUDIO Investment Management LLC
 STUDIO Investment Management LLC Investment ManagersFinance STUDIO uses fundamental analysis in its investment strategies. STUDIO may utillize passive or indexed strategies as well. Generally, the firm’s investment philosophy focuses on price sensitivity (i.e., value-minded investing) with a long-term mindset. | Gestionnaire de Portefeuille-Actions | 01/07/2023 |
Anciens postes connus de James Peter Veers
| Sociétés | Poste | Fin |
|---|---|---|
Lombardia Capital Partners LLC
 Lombardia Capital Partners LLC Investment ManagersFinance Lombardia Capital Partners (LCP) specializes in investments in U.S. and and non-U.S. value equities. The firm's suite of domestic small-cap and international equity products offers a broad range of diverse investment opportunities. LCP's investment strategies include: Small-Cap Value, Small-Cap Core Equity, and International Value Equity. LCP's Small-Cap Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Value Index over 300 basis points per annum. The portfolio usually holds 85 to 100 core positions diversified across various industry sectors. The firm's Small-Cap Core Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Index over 300 basis points per annum. The portfolio usually holds 70 to 85 core positions diversified across various industry sectors. LCP's International Equity Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of non-U.S. stocks with an investable universe, at the time of purchase, of companies with a U.S. dollar equivalent market-cap greater than $1 billion. The strategy utilizes a Graham & Dodd approach to investing. | Gestionnaire de Portefeuille-Actions | 16/05/2017 |
Inforte Corp.
 Inforte Corp. Miscellaneous Commercial ServicesCommercial Services Provides business consulting services | Corporate Officer/Principal | - |
ABN AMRO Private Equity
 ABN AMRO Private Equity Investment ManagersFinance ABN AMRO Private Equity invests in leading companies in emerging market segments and markets undergoing dramatic change. Their business-to-business strategy focuses on technology-enabled service companies, e-commerce, the Internet and traditional service companies. In the communications and information technology industries, the firm is primarily interested in companies that can be classified as technology enablers or have an infrastructure orientation. This includes telecommunications equipment and services, Internet infrastructure, enterprise software and communications software. Within the healthcare services sector, ABN AMRO Private Equity seeks investments in traditional and e-health services companies. This includes connectivity and infrastructure-oriented investments, as well as growing product and service healthcare companies. The firm typically funds companies with strong management teams and domain expertise. Most of their portfolio companies use funding to expand senior management, increase sales and marketing and enhance their product or service. ABN AMRO invests exclusively in privately-held companies located in North America. | Corporate Officer/Principal | - |
Timeless Investment Management & Research LLC
 Timeless Investment Management & Research LLC Investment ManagersFinance Timeless is a small-cap value manager. Their universe is similar to Russell 2000 index. They pare down their watch list to businesses preliminarily determined to be of high quality, independent of current valuation. Inclusion is dependent on ROI relative to cost of capital, past familiarity, management meetings and sell-side analysts, buy-side peers, periodicals and largest-decliners list. The firm's in-depth analysis seeks to determine industry stability, competitive position and management competence. They compare and contrast candidates to similar industries and companies with significant historical perspective. | Corporate Officer/Principal | - |
Formation de James Peter Veers
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
22
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Lombardia Capital Partners LLC
Lombardia Capital Partners LLC Investment ManagersFinance Lombardia Capital Partners (LCP) specializes in investments in U.S. and and non-U.S. value equities. The firm's suite of domestic small-cap and international equity products offers a broad range of diverse investment opportunities. LCP's investment strategies include: Small-Cap Value, Small-Cap Core Equity, and International Value Equity. LCP's Small-Cap Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Value Index over 300 basis points per annum. The portfolio usually holds 85 to 100 core positions diversified across various industry sectors. The firm's Small-Cap Core Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of stocks of small-cap companies. The strategy seeks to outperform the Russell 2000 Index over 300 basis points per annum. The portfolio usually holds 70 to 85 core positions diversified across various industry sectors. LCP's International Equity Value Portfolio seeks capital appreciation through a value-focused investment process. It is an actively managed, diversified portfolio of non-U.S. stocks with an investable universe, at the time of purchase, of companies with a U.S. dollar equivalent market-cap greater than $1 billion. The strategy utilizes a Graham & Dodd approach to investing. | Finance |
Inforte Corp.
Inforte Corp. Miscellaneous Commercial ServicesCommercial Services Provides business consulting services | Commercial Services |
Timeless Investment Management & Research LLC
Timeless Investment Management & Research LLC Investment ManagersFinance Timeless is a small-cap value manager. Their universe is similar to Russell 2000 index. They pare down their watch list to businesses preliminarily determined to be of high quality, independent of current valuation. Inclusion is dependent on ROI relative to cost of capital, past familiarity, management meetings and sell-side analysts, buy-side peers, periodicals and largest-decliners list. The firm's in-depth analysis seeks to determine industry stability, competitive position and management competence. They compare and contrast candidates to similar industries and companies with significant historical perspective. | Finance |
ABN AMRO Private Equity
ABN AMRO Private Equity Investment ManagersFinance ABN AMRO Private Equity invests in leading companies in emerging market segments and markets undergoing dramatic change. Their business-to-business strategy focuses on technology-enabled service companies, e-commerce, the Internet and traditional service companies. In the communications and information technology industries, the firm is primarily interested in companies that can be classified as technology enablers or have an infrastructure orientation. This includes telecommunications equipment and services, Internet infrastructure, enterprise software and communications software. Within the healthcare services sector, ABN AMRO Private Equity seeks investments in traditional and e-health services companies. This includes connectivity and infrastructure-oriented investments, as well as growing product and service healthcare companies. The firm typically funds companies with strong management teams and domain expertise. Most of their portfolio companies use funding to expand senior management, increase sales and marketing and enhance their product or service. ABN AMRO invests exclusively in privately-held companies located in North America. | Finance |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
STUDIO Investment Management LLC
STUDIO Investment Management LLC Investment ManagersFinance STUDIO uses fundamental analysis in its investment strategies. STUDIO may utillize passive or indexed strategies as well. Generally, the firm’s investment philosophy focuses on price sensitivity (i.e., value-minded investing) with a long-term mindset. | Finance |
