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Profil
Mr. Joseph M.
Sroka, CFA MBA, is a Chief Investment Officer at NovaPoint Capital LLC.
He is also the Lead Portfolio Manager for the firm’s investment strategies.
He has over 20 years of experience in the investment management industry.
Prior to founding NovaPoint, Mr. Sroka was a Portfolio Manager at Spectrum Advisory Services and GMT Capital in Atlanta and Epoch Investment Partners in New York.
He also worked as an Equity Research Analyst at Merrill Lynch and ABN Amro.
Before beginning his investment career, he was an Infantry officer in the U.S.
Army.
He earned his Bachelor of Science degree from the U.S.
Military Academy at West Point and his MBA from the University of Chicago.
He is both a Chartered Financial Analyst (CFA) and a Chartered Market Technician (CMT).
Postes actifs de Joe Sroka
| Sociétés | Poste | Début |
|---|---|---|
NovaPoint Capital LLC
 NovaPoint Capital LLC Investment ManagersFinance NovaPoint is a long-term investor that has a focus on publicly traded companies that pay dividends. The firm aims to build wealth by investing primarily in equity securities of companies run by shareholder-oriented managers. They purchase the securities of these companies when (1) the market price is at a significant discount to their assessment of what the company is worth and (2) when they expect the value of the company to grow. NovaPoint sells when prices approach or exceed their assessment of value or when the value of the company begins to erode. The firm primarily invests in equity securities including exchange-listed securities, securities trade over the counter and foreign issuers, corporate debt securities and mutual funds. | Fondateur | 01/10/2014 |
Anciens postes connus de Joe Sroka
| Sociétés | Poste | Fin |
|---|---|---|
GMT Capital Corp.
 GMT Capital Corp. Investment ManagersFinance GMT Capital allocates assets both long and short across all markets and sectors. The firm seeks to generate attractive returns for its investors with managed risk. | Analyst-Equity | 30/09/2011 |
Epoch Investment Partners, Inc.
 Epoch Investment Partners, Inc. Investment ManagersFinance TD Epoch’s investment approach for equity strategies is based on bottom-up, fundamental research, seeking companies that can grow free cash flow and allocate it intelligently for the benefit of shareholders or have superior earnings growth. Their approach to portfolio construction for fixed income strategies is disciplined and focuses on sector allocation, yield curve analysis and credit quality. | Analyst-Equity | 30/05/2007 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 06/02/2004 |
The United States Army (District of Columbia)
 The United States Army (District of Columbia) SovereignGovernment Engages in army operations | Corporate Officer/Principal | - |
Spectrum Advisory Services, Inc.
 Spectrum Advisory Services, Inc. Investment ManagersFinance SAS buys after developing a thorough understanding of the downside risk, when they believe that the risk of further price deterioration is minimal, and when strong potential exists for significant appreciation over a two-to-three year period. The firm sells when they believe the price fully reflects the value of the company, and during given market (and other conditions), capital risk exceeds the potential reward of additional appreciation. Prior to making an investment, they develop a thorough understanding of the strengths and weaknesses of the companies they follow as well as Wall Street expectations. They place little weight on a company's short-term earnings outlook and performance. Generally, they look for companies that will benefit from unrecognized strengths in areas such as operations, market niche, deployment of capital, proprietary products and technology. However, occasionally they take advantage of bargain prices afforded by the marketplace. To reinforce their analysis of each company, they look for confirmation that management understands its business, knows what it is trying to accomplish, and has the resources to successfully compete under a variety of business conditions. SAS's investment ideas are developed through an intensive review of written materials, corporate and analytical conferences and electronic media. They also employ continuous testing of investment hypotheses both by in-house resources and with other industry knowledgeable professionals. They stress avoidance of loss not only as a means of reducing risk, but also as a means of increasing returns. Diversification is also utilized as a means of controlling risk. | Gestionnaire de Portefeuille-Actions | - |
Formation de Joe Sroka
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
100
+
Relations au 1er degré
11
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
ABN AMRO Asset Management USA LLC
 ABN AMRO Asset Management USA LLC Regional BanksFinance As an active manager, ABN AMRO Asset Management seeks consistent performance within a well-monitored risk environment. Equity investments are biased toward quality growth companies that are expected to outperform over the long term. They favor companies that are dominant in their industries and represent quality among their peers. AAM blends company and sector views with macroeconomic analysis. Their fixed-income investment process takes financial, economic, valuation and sentiment factors into account as well as the macroeconomic climate, shifts in capital flows and trends in the market. This approach is based upon a fundamental approach to duration, yield curve and spread analysis. Portfolio management teams make the final investment decisions based primarily upon internal analyst recommendations. Research is bottom-up and fundamental with quantitative systems and screens used to support and confirm analyst ratings. | Finance |
GMT Capital Corp.
GMT Capital Corp. Investment ManagersFinance GMT Capital allocates assets both long and short across all markets and sectors. The firm seeks to generate attractive returns for its investors with managed risk. | Finance |
Spectrum Advisory Services, Inc.
Spectrum Advisory Services, Inc. Investment ManagersFinance SAS buys after developing a thorough understanding of the downside risk, when they believe that the risk of further price deterioration is minimal, and when strong potential exists for significant appreciation over a two-to-three year period. The firm sells when they believe the price fully reflects the value of the company, and during given market (and other conditions), capital risk exceeds the potential reward of additional appreciation. Prior to making an investment, they develop a thorough understanding of the strengths and weaknesses of the companies they follow as well as Wall Street expectations. They place little weight on a company's short-term earnings outlook and performance. Generally, they look for companies that will benefit from unrecognized strengths in areas such as operations, market niche, deployment of capital, proprietary products and technology. However, occasionally they take advantage of bargain prices afforded by the marketplace. To reinforce their analysis of each company, they look for confirmation that management understands its business, knows what it is trying to accomplish, and has the resources to successfully compete under a variety of business conditions. SAS's investment ideas are developed through an intensive review of written materials, corporate and analytical conferences and electronic media. They also employ continuous testing of investment hypotheses both by in-house resources and with other industry knowledgeable professionals. They stress avoidance of loss not only as a means of reducing risk, but also as a means of increasing returns. Diversification is also utilized as a means of controlling risk. | Finance |
Ironbound Capital Management LP
 Ironbound Capital Management LP Investment ManagersFinance Profile Unavailable | Finance |
Epoch Investment Partners, Inc.
Epoch Investment Partners, Inc. Investment ManagersFinance TD Epoch’s investment approach for equity strategies is based on bottom-up, fundamental research, seeking companies that can grow free cash flow and allocate it intelligently for the benefit of shareholders or have superior earnings growth. Their approach to portfolio construction for fixed income strategies is disciplined and focuses on sector allocation, yield curve analysis and credit quality. | Finance |
US Military Academy
 US Military Academy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Finance |
The United States Army (District of Columbia)
The United States Army (District of Columbia) SovereignGovernment Engages in army operations | Government |
The University of Chicago Booth School of Business
 The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
NovaPoint Capital LLC
NovaPoint Capital LLC Investment ManagersFinance NovaPoint is a long-term investor that has a focus on publicly traded companies that pay dividends. The firm aims to build wealth by investing primarily in equity securities of companies run by shareholder-oriented managers. They purchase the securities of these companies when (1) the market price is at a significant discount to their assessment of what the company is worth and (2) when they expect the value of the company to grow. NovaPoint sells when prices approach or exceed their assessment of value or when the value of the company begins to erode. The firm primarily invests in equity securities including exchange-listed securities, securities trade over the counter and foreign issuers, corporate debt securities and mutual funds. | Finance |
