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Profil
Mr. Jason D.
Schrotberger, CFA, is Senior Portfolio Manager & Security Analyst at Turner Investments LLC.
He was previously employed as Senior Portfolio Manager & Analyst by Turner Investment Partners, Inc., by Turner Investments LP, Investment Analyst by BlackRock Advisors, Inc., an Analyst by PNC Bank, NA (Investment Management), and Venture Capital Analyst by Safeguard Scientifics, Inc.
Mr. Schrotberger received his Bachelor of Arts in Economics from Denison University and an MBA in Finance from the University of Illinois.
Anciens postes connus de Jason David Schrotberger
| Sociétés | Poste | Fin |
|---|---|---|
Turner Investments LLC
 Turner Investments LLC Investment ManagersFinance Turner Investments uses utilize a wide range of securities, including US or foreign equities, equity related securities such as rights and warrants, interests of registered investment companies, interests of ETFs, and other pooled vehicles, publicly traded limited partnerships and limited liability companies, and real estate investment trusts, in managing client accounts. The firm may also engage in short sales of equity securities or use other derivatives, such as options, although these instruments are typically limited to use in the alternative investment strategies Turner offers. Turner generally offers investment strategies of two types: growth strategies, and long/short strategies. The firm's long/short strategies are derived from their growth strategy processes. Turner's growth equity investment strategies are based on the idea that earnings drive stock prices. They believe that investing in companies with sustainable and improving earnings dynamics generate superior returns over time. The firm manages both diversified and concentrated growth equity strategies which are designed to add value strictly through stock selection, based on the output of extensive, industry-focused fundamental research.^ | Analyst-Equity | 01/08/2018 |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies. | Corporate Officer/Principal | 31/12/2000 |
Turner Investments LP
 Turner Investments LP Investment ManagersFinance Turner Investments manages a variety of investment strategies focused on growth, including US domestic, global, international and long/short research-driven equity strategies. The firm also manages and administers the Turner Funds, a family of US mutual funds, and the Turner Funds plc, a family of two UCITS funds administered in Dublin, Ireland. Turner Investments' investment philosophy focuses on the long-term and seeks to achieve consistently superior investment returns. The firm employs a disciplined, systematic investment processes for each of their investment strategies and actively manages client portfolios to balance risk and return. Their investment processes are primarily based on in-depth, bottom-up fundamental research analysis, complemented by quantitative and technical analysis. | Analyst-Equity | 11/04/2013 |
| SAFEGUARD SCIENTIFICS, INC. | Corporate Officer/Principal | - |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | Analyst-Equity | - |
Formation de Jason David Schrotberger
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Safeguard Scientifics, Inc.
 Safeguard Scientifics, Inc. Investment ManagersFinance Invests in technology companies | Finance |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | Finance |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies. | Finance |
Turner Investment Partners, Inc.
 Turner Investment Partners, Inc. Investment ManagersFinance Turner Investment Partners (TIP) provides investment management and distribution services. The firm's investment strategies include: US growth equity, international/global growth equity, long/short equity, 130/30 equity, core/value equity and quantitative equity. TIP invests in growth and value stocks of all market-caps and in bonds of various maturity averages. The firm applies uniform investment processes to all their stock and bond portfolios and mutual funds. Their investment process maintains a strong sector focus. They employ a three-step investment process begins with a proprietary model that uses over 70 factors to screen securities. An analysis that is updated monthly determines which factors can predict strong earnings and growth in each sector. Only those securities that are identified in the top third of their asset class in each sector are targeted for potential purchase. TIP then performs thorough fundamental analysis on potential companies. TIP track a company's money flow and strength relative to its peers and its overall sector. When the fundamentals are strong, the firm uses technical analysis to identify the best time to buy a security. For those products closely tied to a specific benchmark, Turner maintains sector weightings totally in line with the benchmark. A security may be sold if: (1) earnings are lower than expected (2) fundamentals deteriorate and/or (3) if better investment opportunities are identified. | Finance |
Denison University
 Denison 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 |
Turner Investments LP
Turner Investments LP Investment ManagersFinance Turner Investments manages a variety of investment strategies focused on growth, including US domestic, global, international and long/short research-driven equity strategies. The firm also manages and administers the Turner Funds, a family of US mutual funds, and the Turner Funds plc, a family of two UCITS funds administered in Dublin, Ireland. Turner Investments' investment philosophy focuses on the long-term and seeks to achieve consistently superior investment returns. The firm employs a disciplined, systematic investment processes for each of their investment strategies and actively manages client portfolios to balance risk and return. Their investment processes are primarily based on in-depth, bottom-up fundamental research analysis, complemented by quantitative and technical analysis. | Finance |
Turner Investments LLC
Turner Investments LLC Investment ManagersFinance Turner Investments uses utilize a wide range of securities, including US or foreign equities, equity related securities such as rights and warrants, interests of registered investment companies, interests of ETFs, and other pooled vehicles, publicly traded limited partnerships and limited liability companies, and real estate investment trusts, in managing client accounts. The firm may also engage in short sales of equity securities or use other derivatives, such as options, although these instruments are typically limited to use in the alternative investment strategies Turner offers. Turner generally offers investment strategies of two types: growth strategies, and long/short strategies. The firm's long/short strategies are derived from their growth strategy processes. Turner's growth equity investment strategies are based on the idea that earnings drive stock prices. They believe that investing in companies with sustainable and improving earnings dynamics generate superior returns over time. The firm manages both diversified and concentrated growth equity strategies which are designed to add value strictly through stock selection, based on the output of extensive, industry-focused fundamental research.^ | Finance |
