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Jerry van Horn
Gestionnaire de Portefeuille-Actions chez
Sterling Capital Management LLC
Profil
Mr. Gerald M.
van Horn, CFA, is an Executive Director & Portfolio Manager at Sterling Capital Management LLC.
He joined the Stratton Funds team of Stratton Management Company in 1998 and Sterling Capital Management as part of a business acquisition in 2015.
He has investment experience since 1996.
Prior to joining Stratton, Mr. Horn served as an economic research analyst at Rightime Econometrics.
He received his B.A. in Economics from the College of New Jersey.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia and the CFA Institute.
Postes actifs de Jerry van Horn
| Sociétés | Poste | Début |
|---|---|---|
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance SCM is an objectives-based investment manager that aims to generate strong risk-adjusted returns through their customized and mutual fund-managed investments that cover a range of strategic asset categories. The firm includes environmental, social and governance (ESG) considerations in their investment process across some equity and fixed income strategies. | Gestionnaire de Portefeuille-Actions | 01/01/2015 |
Anciens postes connus de Jerry van Horn
| Sociétés | Poste | Fin |
|---|---|---|
Rightime Econometrics, Inc.
 Rightime Econometrics, Inc. Investment ManagersFinance Utilizing financial, economic, and market data, the RTE Market Models (RTMM) are used to assess the relative attractiveness of stocks, bonds and cash at a given time. Periods of relative overvaluation and undervaluation in the markets are identified, and risk and reward potentials are analyzed. The models signal asset allocations consistent with the objectives and appropriate risk levels for each RTE portfolio. When markets are overvalued and risk is high, the models indicate that clients' assets should be invested more conservatively. When markets are undervalued and likely to rise, the models indicate that assets should be invested to benefit from the potential market upswing. The models are economically based, not trend following and forecast potential market movements. Key data from hundreds of individual data streams, some of which go back to the turn of the century, are used to generate individual econometric equity timing models. | Analyst-Equity | 31/03/1998 |
Stratton Management Co.
 Stratton Management Co. Investment ManagersFinance Stratton Management Co.'s investment process begins with an examination of the client’s risk tolerance, investment time horizon, need for current income, and their expectations for portfolio growth. Once this assessment is complete, a portfolio is constructed consisting of the proper allocation between equity and fixed income securities and among the different sectors of each of those two asset classes. Stratton offers various institutional model portfolios, each of which is quantitatively based and and fundamentally refined. These models include Large-Cap Value, Mid-Cap Value, Small-Cap Value, and Real Estate. Stratton’s Large-Cap Value product employs a combination of quantitative and qualitative research to identify undervalued large-cap equities with superior capital appreciation potential. The firm's Large-Cap Quantitative Model calculates a weighted composite of valuation, earnings and price movement measures. This reduces the overall Large-Cap universe to a more manageable group of attractive candidates. Once this group is established, qualitative research is conducted to identify potential buy candidates. Stratton's Mid-Cap Value and Small-Cap Value products employ the same strategy but are differentiated in the size of the companies in which they invest. Stratton’s Real Estate product employs a combination of quantitative and qualitative measures, including underlying real estate values, earnings multiples, geographic and tenant concentrations, balance sheet metrics, company strategies, and management track record, to identify the most attractive securities on a relative valuation basis within each property sub-sector. Based on this criteria, stocks that appear undervalued relative to peers, and have identifiable fundamental catalysts are buy candidates.^ | Gestionnaire de Portefeuille-Actions | - |
Formation de Jerry van Horn
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
70
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Stratton Management Co.
Stratton Management Co. Investment ManagersFinance Stratton Management Co.'s investment process begins with an examination of the client’s risk tolerance, investment time horizon, need for current income, and their expectations for portfolio growth. Once this assessment is complete, a portfolio is constructed consisting of the proper allocation between equity and fixed income securities and among the different sectors of each of those two asset classes. Stratton offers various institutional model portfolios, each of which is quantitatively based and and fundamentally refined. These models include Large-Cap Value, Mid-Cap Value, Small-Cap Value, and Real Estate. Stratton’s Large-Cap Value product employs a combination of quantitative and qualitative research to identify undervalued large-cap equities with superior capital appreciation potential. The firm's Large-Cap Quantitative Model calculates a weighted composite of valuation, earnings and price movement measures. This reduces the overall Large-Cap universe to a more manageable group of attractive candidates. Once this group is established, qualitative research is conducted to identify potential buy candidates. Stratton's Mid-Cap Value and Small-Cap Value products employ the same strategy but are differentiated in the size of the companies in which they invest. Stratton’s Real Estate product employs a combination of quantitative and qualitative measures, including underlying real estate values, earnings multiples, geographic and tenant concentrations, balance sheet metrics, company strategies, and management track record, to identify the most attractive securities on a relative valuation basis within each property sub-sector. Based on this criteria, stocks that appear undervalued relative to peers, and have identifiable fundamental catalysts are buy candidates.^ | Finance |
Rightime Econometrics, Inc.
Rightime Econometrics, Inc. Investment ManagersFinance Utilizing financial, economic, and market data, the RTE Market Models (RTMM) are used to assess the relative attractiveness of stocks, bonds and cash at a given time. Periods of relative overvaluation and undervaluation in the markets are identified, and risk and reward potentials are analyzed. The models signal asset allocations consistent with the objectives and appropriate risk levels for each RTE portfolio. When markets are overvalued and risk is high, the models indicate that clients' assets should be invested more conservatively. When markets are undervalued and likely to rise, the models indicate that assets should be invested to benefit from the potential market upswing. The models are economically based, not trend following and forecast potential market movements. Key data from hundreds of individual data streams, some of which go back to the turn of the century, are used to generate individual econometric equity timing models. | Finance |
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance SCM is an objectives-based investment manager that aims to generate strong risk-adjusted returns through their customized and mutual fund-managed investments that cover a range of strategic asset categories. The firm includes environmental, social and governance (ESG) considerations in their investment process across some equity and fixed income strategies. | Finance |
The College of New Jersey
 The College of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
