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Profil
Ms. Toth joined Rockledge Partners in September 2004.
From 1998-2002 she worked at Merrill Lynch in the Global Equities Research Department.
From 1991-1996 she worked at Arthur Andersen – Business Consulting.
At the University of Pennsylvania, Ms.Toth received her BA in English (1991), BS in Economics (1991), MBA (Wharton, 1998), and MA in International Studies (1998).
Ms. Toth has held the Chartered Financial Analyst designation since 2003.
Anciens postes connus de Jolan G. Toth
| Sociétés | Poste | Fin |
|---|---|---|
Rockledge Partners LLC
 Rockledge Partners LLC Investment ManagersFinance Rockledge Partners is a value-oriented firm specializing in equity management for institutional investors. They focus on providing clients absolute returns while emphasizing preservation of capital. The firm is a long-term investor, ignoring short-term fluctuations while concentrating on the underlying value of a company's assets and operations. Rockledge Partners' investment management team screens across the entire spectrum of value investments without regard to capitalization. Their aim is to construct relatively concentrated portfolios consisting of roughly 50 investment opportunities that are discounted 30-50% to their intrinsic value. Research is primarily bottom-up and highly focused on fundamentals. Their internal fundamental analysis includes valuation models, such as discounted cash flow, multiples analysis, float-based valuation, sum-of-the-parts, comparable private asset values and technical indicators. Rockledge Partners looks for companies with an understandable business and satisfactory prospects. They seek able, honest management teams and prices that are attractive to Rockledge's estimate of the company's fair value. Risk-adjusted return potential should be compelling relative to current holdings. Rockledge Partners invests in 45-55 positions with a sector concentration of 25% or less. Individual positions are limited to 6% at cost. Their top positions are usually 35-50% of the portfolio and the portfolios are 95% invested. Positions are sold when prices exceed the estimate of fair value (2) when fundamentals deteriorate from expectations or (3) when the market falls 10-20% from cost. | Analyst-Equity | 31/12/2007 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 31/12/2002 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | 31/12/1996 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Rockledge Partners LLC
Rockledge Partners LLC Investment ManagersFinance Rockledge Partners is a value-oriented firm specializing in equity management for institutional investors. They focus on providing clients absolute returns while emphasizing preservation of capital. The firm is a long-term investor, ignoring short-term fluctuations while concentrating on the underlying value of a company's assets and operations. Rockledge Partners' investment management team screens across the entire spectrum of value investments without regard to capitalization. Their aim is to construct relatively concentrated portfolios consisting of roughly 50 investment opportunities that are discounted 30-50% to their intrinsic value. Research is primarily bottom-up and highly focused on fundamentals. Their internal fundamental analysis includes valuation models, such as discounted cash flow, multiples analysis, float-based valuation, sum-of-the-parts, comparable private asset values and technical indicators. Rockledge Partners looks for companies with an understandable business and satisfactory prospects. They seek able, honest management teams and prices that are attractive to Rockledge's estimate of the company's fair value. Risk-adjusted return potential should be compelling relative to current holdings. Rockledge Partners invests in 45-55 positions with a sector concentration of 25% or less. Individual positions are limited to 6% at cost. Their top positions are usually 35-50% of the portfolio and the portfolios are 95% invested. Positions are sold when prices exceed the estimate of fair value (2) when fundamentals deteriorate from expectations or (3) when the market falls 10-20% from cost. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
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