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Profil
Mr. Jerome J.
Heppelmann is Vice President at OMCAP Investors.
He manages the Old Mutual Focused Fund.
Prior to joining OMCAP Investors on April 16, 2009, Mr. Heppelmann was previously employed as President by Liberty Ridge Capital, Inc. and a Portfolio Manager by SEI Investments Management Corp.
Mr. Heppelmann received his undergraduate degree from the University of Notre Dame.
He is also a Chartered Financial Analyst.
Anciens postes connus de Jerome J. Heppelmann
| Sociétés | Poste | Fin |
|---|---|---|
OMCAP Investors
 OMCAP Investors Investment ManagersFinance OMCAP Investors invests primarily in the stocks of US large-cap companies in the health technology, technology and technology services sectors. The firm focuses on stocks of companies that they believe are industry leaders where management teams have an incentive to grow bottom line earnings rather than focus primarily on revenues or return on equity. They believe that consistent application of this style creates the ability to reliably add enhanced performance over full market cycles. OMCAP Investors' core process is primarily driven by fundamental research, but they also employ a multi-factor model that screens companies based on valuation, near-term business dynamics and long-term earnings growth. OMCAP Investors believes appropriately priced companies that are leaders in their industries with limited competition and high barriers to entry possess the characteristics to outperform the market over full market cycles in the core space. The Old Mutual Focused Fund seeks to achieve above-average total returns over a market cycle of three to five years. As a non-diversified fund, the Fund invests at least 80% of its total assets in equity securities, such as the common stocks of small, medium or large-cap companies. The equity securities in the Fund are primarily common stocks that Old Mutual Funds believes have sustainable long-term growth prospects but are currently trading at modest relative valuations given certain financial measurements, such as their price-to-earnings ratios, dividend income potential and earnings power. The core investment process for the Old Mutual Focused Fund seeks securities that have attractive valuations relative to the sector and the market, but are exhibiting positive near-term business dynamics and long-term earnings growth. | Directeur en chef des Investissements | 06/03/2013 |
Liberty Ridge Capital, Inc.
 Liberty Ridge Capital, Inc. Investment ManagersFinance Liberty Ridge focuses on domestic equities. Liberty Ridge Capital believes it adds the greatest value over all market cycles by consistently applying a time-tested, bottom-up stock selection process that combines the use of rigorous fundamental research with quantitative techniques. Liberty Ridge Capital seeks to select securities that offer the most attractive trade-off between valuation, near-term dynamics and long-term growth. They believe that superior investment results can be achieved by investing in companies that possess an attractive valuation relative to the broad market and peer group, display positive near-term business prospects and exhibit healthy long-term earnings growth potential. LibertyRidge employs a process that defines a manageable universe of stocks by utilizing proprietary quantitative screens to narrow their focus. Fundamental research further narrows the team's top investment candidates and then a portfolio is constructed based on process and account parameters. In seeking to identify attractive investment opportunities for the Focused, Large Cap, Mid-Cap and Small Cap Funds and the blend portion of the Strategic Small Company Fund, Liberty Ridge first creates a universe of companies whose current share price seems lower than their current or future worth. They consider factors like a company's earnings power vs. its current stock price, dividend income potential, its price-to-earnings ratio vs. similar companies, competitive advantages, like brand or trade name or market niche, management team, and current and future business prospects. Lastly, using their own fundamental research and a bottom-up approach to investing, Liberty Ridge identifies those companies which are currently out of market favor but have the potential to achieve significant appreciation as the marketplace recognizes their fundamental value. | President | 16/04/2009 |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies. | Gestionnaire de Portefeuille-Actions | 31/12/1993 |
Formation de Jerome J. Heppelmann
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
28
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Liberty Ridge Capital, Inc.
Liberty Ridge Capital, Inc. Investment ManagersFinance Liberty Ridge focuses on domestic equities. Liberty Ridge Capital believes it adds the greatest value over all market cycles by consistently applying a time-tested, bottom-up stock selection process that combines the use of rigorous fundamental research with quantitative techniques. Liberty Ridge Capital seeks to select securities that offer the most attractive trade-off between valuation, near-term dynamics and long-term growth. They believe that superior investment results can be achieved by investing in companies that possess an attractive valuation relative to the broad market and peer group, display positive near-term business prospects and exhibit healthy long-term earnings growth potential. LibertyRidge employs a process that defines a manageable universe of stocks by utilizing proprietary quantitative screens to narrow their focus. Fundamental research further narrows the team's top investment candidates and then a portfolio is constructed based on process and account parameters. In seeking to identify attractive investment opportunities for the Focused, Large Cap, Mid-Cap and Small Cap Funds and the blend portion of the Strategic Small Company Fund, Liberty Ridge first creates a universe of companies whose current share price seems lower than their current or future worth. They consider factors like a company's earnings power vs. its current stock price, dividend income potential, its price-to-earnings ratio vs. similar companies, competitive advantages, like brand or trade name or market niche, management team, and current and future business prospects. Lastly, using their own fundamental research and a bottom-up approach to investing, Liberty Ridge identifies those companies which are currently out of market favor but have the potential to achieve significant appreciation as the marketplace recognizes their fundamental value. | Finance |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies. | Finance |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
OMCAP Investors
OMCAP Investors Investment ManagersFinance OMCAP Investors invests primarily in the stocks of US large-cap companies in the health technology, technology and technology services sectors. The firm focuses on stocks of companies that they believe are industry leaders where management teams have an incentive to grow bottom line earnings rather than focus primarily on revenues or return on equity. They believe that consistent application of this style creates the ability to reliably add enhanced performance over full market cycles. OMCAP Investors' core process is primarily driven by fundamental research, but they also employ a multi-factor model that screens companies based on valuation, near-term business dynamics and long-term earnings growth. OMCAP Investors believes appropriately priced companies that are leaders in their industries with limited competition and high barriers to entry possess the characteristics to outperform the market over full market cycles in the core space. The Old Mutual Focused Fund seeks to achieve above-average total returns over a market cycle of three to five years. As a non-diversified fund, the Fund invests at least 80% of its total assets in equity securities, such as the common stocks of small, medium or large-cap companies. The equity securities in the Fund are primarily common stocks that Old Mutual Funds believes have sustainable long-term growth prospects but are currently trading at modest relative valuations given certain financial measurements, such as their price-to-earnings ratios, dividend income potential and earnings power. The core investment process for the Old Mutual Focused Fund seeks securities that have attractive valuations relative to the sector and the market, but are exhibiting positive near-term business dynamics and long-term earnings growth. | Finance |
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