Profil
Mr. Manuel Antonio Moreda Bach, CFA, is an Executive Vice President & Portfolio Manager at X Square Capital LLC.
He was previously employed as a Senior Portfolio Analyst by Santander Asset Management LLC and an Investment Analyst by Santander Securities LLC.
Mr. Moreda Bach holds a degree from Stephen M.
Ross School of Business.
degree from Stephen M.
Ross School of Business.
Postes actifs de Manuel Antonio Moreda
| Sociétés | Poste | Début |
|---|---|---|
X Square Capital LLC
X Square Capital LLC Investment ManagersFinance X Square Capital uses fundamental analysis to employ an opportunistic investment philosophy. They believe that attractive risk/reward opportunities in the markets are obtained through diversified portfolios. The firm invests in securities they believe to be undervalued or that provide risk/reward profiles which are suitable for the investment strategies developed for their clients. Their investment philosophy is consistent with modern behavioral finance research. | Gestionnaire de Portefeuille-Actions | 01/03/2013 |
Anciens postes connus de Manuel Antonio Moreda
| Sociétés | Poste | Fin |
|---|---|---|
Santander Asset Management LLC
Santander Asset Management LLC Investment ManagersFinance SAM manages the PR Funds which invests in fixed-income tax-exempt securities, including Puerto Rico and US Government securities, mortgage-backed and asset-backed securities and municipal obligations. Their investment decision process for its fixed income management service utilizes a top-down/bottom-up total rate of return approach, which seeks to maximize a portfolio’s rate of return with the least amount of risk. The Senior Portfolio Manager has decision making power with regards to strategy, and also makes the final investment decisions in the strategy being implemented. | Analyst-Equity | 01/10/2011 |
Santander Securities LLC
Santander Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/01/2008 |
Formation de Manuel Antonio Moreda
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Santander Securities LLC
Santander Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Stephen M. Ross School of Business
Stephen M. Ross School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
X Square Capital LLC
X Square Capital LLC Investment ManagersFinance X Square Capital uses fundamental analysis to employ an opportunistic investment philosophy. They believe that attractive risk/reward opportunities in the markets are obtained through diversified portfolios. The firm invests in securities they believe to be undervalued or that provide risk/reward profiles which are suitable for the investment strategies developed for their clients. Their investment philosophy is consistent with modern behavioral finance research. | Finance |
Santander Asset Management LLC
Santander Asset Management LLC Investment ManagersFinance SAM manages the PR Funds which invests in fixed-income tax-exempt securities, including Puerto Rico and US Government securities, mortgage-backed and asset-backed securities and municipal obligations. Their investment decision process for its fixed income management service utilizes a top-down/bottom-up total rate of return approach, which seeks to maximize a portfolio’s rate of return with the least amount of risk. The Senior Portfolio Manager has decision making power with regards to strategy, and also makes the final investment decisions in the strategy being implemented. | Finance |
















