![Jon Ferguson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Jonathan Andrew Ferguson formerly worked at Credit Suisse Securities (USA) LLC (Broker), as Research Associate, Value Line, Inc., as Analyst, Schroders, Inc., as Analyst in 1999, Merrill Lynch Investment Managers, Inc., as Principal, Alexandria Capital LLC, as Managing Partner & Chief Investment Officer, FIC Capital, Inc., as President, and Natwest Securities Corp., as Analyst.
Mr. Ferguson received his Masters Business Admin degree in 2000 from New York University and undergraduate degree in 1995 from State University of New York at Binghamton.
Anciens postes connus de Jon Ferguson
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Corporate Officer/Principal | - |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Schroders, Inc. | Corporate Officer/Principal | 28/02/1999 |
| VALUE LINE, INC. | Corporate Officer/Principal | - |
Alexandria Capital LLC
 Alexandria Capital LLC Investment ManagersFinance Alexandria Capital manages discretionary investment management of portfolios comprised of common stocks, preferred stocks, ETFs, mutual funds, corporate and tax-exempt bonds, and short-term reserves. The investment process begins with formulating a client-centric strategy covering objectives, needs, time horizon, risk tolerance, and any other desired investment restrictions or parameters. They have four crucial principles that drive their investment philosophy: commitment to research and analysis, minimization of tax and cost friction, application of portfolio construction fundamentals, and customization of tailored portfolio solutions. The firm’s methods of economic, market and security analysis include fundamental analysis, quantitative techniques, and technical analysis. | Directeur en chef des Investissements | - |
Formation de Jon Ferguson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
100
+
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Value Line, Inc.
 Value Line, Inc. Publishing: Books/MagazinesConsumer Services Produces investment periodicals and related publications | Consumer Services |
Schroders, Inc. | |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Finance |
Alexandria Capital LLC
Alexandria Capital LLC Investment ManagersFinance Alexandria Capital manages discretionary investment management of portfolios comprised of common stocks, preferred stocks, ETFs, mutual funds, corporate and tax-exempt bonds, and short-term reserves. The investment process begins with formulating a client-centric strategy covering objectives, needs, time horizon, risk tolerance, and any other desired investment restrictions or parameters. They have four crucial principles that drive their investment philosophy: commitment to research and analysis, minimization of tax and cost friction, application of portfolio construction fundamentals, and customization of tailored portfolio solutions. The firm’s methods of economic, market and security analysis include fundamental analysis, quantitative techniques, and technical analysis. | Finance |
FIC Capital, Inc.
 FIC Capital, Inc. Investment ManagersFinance FIC Capital actively manages portfolios of individual securities rather than baskets of mutual funds. The firm's investment approach is based on fundamental analysis of industries and companies along with examination of macroeconomic trends and seeks to limit portfolio risk. FIC evaluates investment opportunities using fundamental and quantitative criteria. FIC applies a comprehensive valuation analysis to every investment they make. Valuation is calculated relative to multiple time points over a multi-year investment horizon. This approach is designed to allow clients to capture the full value of the firm's research while minimizing the costs of such practices such as momentum investing, excessive trading, window dressing and ignoring tax consequences. FIC's fundamental research focuses on understanding each company's competitive positioning, operating dynamics, profit trends, risks, reinvestment needs and growth opportunities. Prospective investments are also evaluated on the basis of valuation including such factors as: growth, risk and the amount of cash flow that can be returned to owners in the form of dividends and buybacks. FIC's alternative investment strategies are also based on a proprietary asset allocation and selection process. | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Natwest Securities Corp. | |
State University of New York at Binghamton
 State University of New York at Binghamton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
