Profil
Mr. Joshua B.
Stewart is a Portfolio Manager at Seven Canyons Advisors LLC.
Previously to joining Seven Canyons, Mr. Stewart worked as a Portfolio Manager and Senior Analyst at Wasatch Advisors and as an Analyst at Sidoti & Company.
He received his undergraduate degree from the University of Utah.
Anciens postes connus de Josh Stewart
| Sociétés | Poste | Fin |
|---|---|---|
Seven Canyons Advisors LLC
 Seven Canyons Advisors LLC Investment ManagersFinance Seven Canyons Advisors LLC (Seven Canyons) is an independent investment advisory firm headquartered in Salt Lake City, Utah. Formerly known as Ark Global Asset Management LLC, the firm was founded in 2017 and is owned and managed by Spencer Stewart and Eric Moessing who are both founders. Seven Canyons provides investment management services to investment companies, private funds, and separately managed accounts (SMA). | Gestionnaire de Portefeuille-Actions | 01/05/2022 |
Wasatch Advisors, Inc.
 Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Analyst-Equity | 01/01/2012 |
Sidoti & Co. LLC
 Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Corporate Officer/Principal | 31/12/2005 |
| Xiamen University | Corporate Officer/Principal | 01/01/2003 |
Formation de Josh Stewart
| University of Utah | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Finance |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Finance |
Seven Canyons Advisors LLC
Seven Canyons Advisors LLC Investment ManagersFinance Seven Canyons Advisors LLC (Seven Canyons) is an independent investment advisory firm headquartered in Salt Lake City, Utah. Formerly known as Ark Global Asset Management LLC, the firm was founded in 2017 and is owned and managed by Spencer Stewart and Eric Moessing who are both founders. Seven Canyons provides investment management services to investment companies, private funds, and separately managed accounts (SMA). | Finance |