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Profil
Mary Catherine Schafer worked as a Director at DWS Investment Management Americas, Inc. She was an Executive Director at Morgan Stanley Investment Management, Inc. from 2006 to 2010.
Prior to that, she worked as an Analyst at Invesco Advisers, Inc. and as an Equity Research Assistant at Deutsche Bank Securities, Inc. She also worked as an Equity Research Analyst at LB Hercules Holdings LLC.
Ms. Schafer was a Principal at Lockwell Investments LLC from 2010 to 2013.
She received her undergraduate degree from The University of Colorado and her MBA from Columbia Business School.
Anciens postes connus de Mary Catherine Schafer
| Sociétés | Poste | Fin |
|---|---|---|
Lockwell Investments LLC
 Lockwell Investments LLC Investment ManagersFinance Lockwell Investments is a value manager that focuses on investments in high-quality companies whose valuations do not accurately reflect their intrinsic value. The firm employs fundamental, bottom-up proprietary research to identify fundamentally-sound companies whose valuations are depressed for understandable reasons and which are undergoing positive changes. Lockwell's Small-Cap Value Strategy seeks to outperform the Russell 2000 Value Index in a risk controlled manner. The portfolio typically holds 75 to 100 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $2 billion or the high point of the benchmark. Turnover in the portfolio is typically 30% to 40% per year. The firm's Small/Mid (SMID) Cap Value Strategy seeks to outperform the Russell 2500 Value Index in a risk controlled manner. The portfolio typically holds 50 to 75 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $7.5 billion or the high point of the benchmark. Turnover in the portfolio is typically 40% to 50% per year. | Analyst-Equity | 30/06/2013 |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Corporate Officer/Principal | - |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Analyst-Equity | 31/12/2005 |
LB Hercules Holdings LLC
 LB Hercules Holdings LLC Investment ManagersFinance Provides investment management and broker dealer services | Corporate Officer/Principal | - |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Corporate Officer/Principal | - |
Formation de Mary Catherine Schafer
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
86
Relations au 1er degré
9
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 9 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
LB Hercules Holdings LLC
LB Hercules Holdings LLC Investment ManagersFinance Provides investment management and broker dealer services | Finance |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DIMA typically invest in securities that appear to offer the best potential to meet client needs, which may include any number of factors such as: yield, value, growth, income, etc. The firm utilizes a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. Portfolio management constructs the strategy using a combination of top-down macro views and bottom-up research along with risk management strategies. | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Finance |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lockwell Investments LLC
Lockwell Investments LLC Investment ManagersFinance Lockwell Investments is a value manager that focuses on investments in high-quality companies whose valuations do not accurately reflect their intrinsic value. The firm employs fundamental, bottom-up proprietary research to identify fundamentally-sound companies whose valuations are depressed for understandable reasons and which are undergoing positive changes. Lockwell's Small-Cap Value Strategy seeks to outperform the Russell 2000 Value Index in a risk controlled manner. The portfolio typically holds 75 to 100 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $2 billion or the high point of the benchmark. Turnover in the portfolio is typically 30% to 40% per year. The firm's Small/Mid (SMID) Cap Value Strategy seeks to outperform the Russell 2500 Value Index in a risk controlled manner. The portfolio typically holds 50 to 75 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $7.5 billion or the high point of the benchmark. Turnover in the portfolio is typically 40% to 50% per year. | Finance |
Columbia Business School
 Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
