Kathy Jassem
Fortune : 119 638 $ au 31/12/2022
Fortune : 119 638 $ au 31/12/2022
Kathy Meredith Jassem is currently an Independent Trustee at Pillarstone Capital REIT since 2018 and a Senior Portfolio Manager at the New Jersey Division of Investment since 2008.
Formerly, worked as a Portfolio Manager at Sturdivant & Co., Inc. Education includes an undergraduate degree from Cornell College (Iowa) and an MBA from The Wharton School of the University of Pennsylvania.
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 01/06/2026 | 57 319 ( 8,72% ) | 114 638 $ | 31/12/2022 | |
| 01/06/2026 | 2 500 ( 1,08% ) | 5 000 $ | 31/12/2022 |
| Sociétés | Poste | Début |
|---|---|---|
| PILLARSTONE CAPITAL REIT | Directeur/Membre du Conseil | 09/08/2018 |
New Jersey Division of Investment
New Jersey Division of Investment Investment ManagersFinance NJDI aims to preserve capital and to realize, over time, earnings sufficient to meet or exceed the regular interest rate and to meet the pension fund's future obligations. Their analysts employ the use of bottom-up fundamental research methods to identify investments with strong earnings potential. | Gestionnaire de Portefeuille-Actions | 01/09/2008 |
| Sociétés | Poste | Fin |
|---|---|---|
Sturdivant & Co., Inc.
Sturdivant & Co., Inc. Investment ManagersFinance Sturdivant utilizes a value-driven research approach. They offer separate account large-cap value, all-cap and concentrated investment styles. Sturdivant's research team performs traditional fundamental bottoms-up company and industry analysis in addition to having a team dedicated to quantitative portfolio strategy. Their core approach to fundamental analysis is to identify and understand attractive companies and industries in which to invest. The process of evaluating companies under coverage involves a qualitative assessment of management and its competitive threats and opportunities. Sturdivant ties this assessment to a company's financial performance through their financial statements. The last step is to make a risk adjusted assessment of value. Typically this assessment is based upon a minimum of two methods with free cash flow generation typically serving as the primary methodology. Sturdivant's portfolio research leverages their fundamental research with quantitative analysis. They blend proprietary valuation techniques with appropriate back tests on a variety of approaches. However, the cornerstone of many of their services relies on earnings revisions. They employ a proprietary software program that analyzes and screens their ratings and other fundamental variables. | Analyst-Equity | 01/10/2007 |
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
| Entreprise privées | 5 |
|---|---|
Pillarstone Capital REIT
Pillarstone Capital REIT Real Estate Investment TrustsFinance Operates as real estate investment trust | Finance |
Sturdivant & Co., Inc.
Sturdivant & Co., Inc. Investment ManagersFinance Sturdivant utilizes a value-driven research approach. They offer separate account large-cap value, all-cap and concentrated investment styles. Sturdivant's research team performs traditional fundamental bottoms-up company and industry analysis in addition to having a team dedicated to quantitative portfolio strategy. Their core approach to fundamental analysis is to identify and understand attractive companies and industries in which to invest. The process of evaluating companies under coverage involves a qualitative assessment of management and its competitive threats and opportunities. Sturdivant ties this assessment to a company's financial performance through their financial statements. The last step is to make a risk adjusted assessment of value. Typically this assessment is based upon a minimum of two methods with free cash flow generation typically serving as the primary methodology. Sturdivant's portfolio research leverages their fundamental research with quantitative analysis. They blend proprietary valuation techniques with appropriate back tests on a variety of approaches. However, the cornerstone of many of their services relies on earnings revisions. They employ a proprietary software program that analyzes and screens their ratings and other fundamental variables. | Finance |
New Jersey Division of Investment
New Jersey Division of Investment Investment ManagersFinance NJDI aims to preserve capital and to realize, over time, earnings sufficient to meet or exceed the regular interest rate and to meet the pension fund's future obligations. Their analysts employ the use of bottom-up fundamental research methods to identify investments with strong earnings potential. | Finance |
Cornell College (Iowa)
Cornell College (Iowa) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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