Profil
Ms. Nancy Peretz Sheft is a Head of External Managers at Bessemer Investment Management LLC.
In this role, she is responsible for the selection and due diligence of external managers across all public markets in addition to managerial responsibilities for the Hedge Fund group.
Prior to joining the firm, Ms. Sheft was Managing Director at J.P.
Morgan Asset Management, where she was Global Head of Institutional Sales, Product, and Consultant Strategy.
Before that, she was Portfolio Manager at Ark Asset Management, where she helped build and manage a large cap growth portfolio.
She has also worked at an equity buyout firm in Houston and at Hambrecht & Quist.
She began her career as an Analyst at Goldman Sachs.
She earned an M.B.A. from Harvard University and a B.A. in history from Princeton University.
Postes actifs de Nancy Peretz Sheft
| Sociétés | Poste | Début |
|---|---|---|
Bessemer Investment Management LLC
Bessemer Investment Management LLC Investment ManagersFinance BIM uses fundamental and quantitative research that underpins their security selection process. They utilize a disciplined investment process that focuses on expected earnings growth and valuation. Sector and country allocations are driven primarily by stock selection and secondarily by an assessment of top-down, fundamental prospects. The firm may employ various investment strategies to seek to achieve a client’s investment objective. | Gestionnaire de Portefeuille-Actions | 01/09/2013 |
Anciens postes connus de Nancy Peretz Sheft
| Sociétés | Poste | Fin |
|---|---|---|
Ark Asset Management Co., Inc.
Ark Asset Management Co., Inc. Investment ManagersFinance A team of portfolio managers oversees each product. The large-cap growth portfolio is constructed relative to the Russell 1000 Growth index. The goal for the large cap value portfolio is to outperform the Russell 1000 Value index. Stocks meeting their minimum capitalization and liquidity requirements are screened based on a proprietary methodology. Once this focus list is determined, they conduct in-house fundamental research to narrow the list to buy candidates. Stocks are selected based on either a low p/e ratio relative to projected earnings growth or on a discount to intrinsic asset value. Ark's small/mid-cap value philosophy reflects a belief that incremental returns can be achieved within the small/mid-cap universe by combining a quantitative approach with traditional fundamental analysis. Using a proprietary six factor model, the universe is further refined using a combination of historical and current data. For their Specialty Growth portfolio, Ark invests in companies along a broad range of market capitalizations that provide significant growth opportunities due to secular or cyclical changes. Their goal is to achieve substantial returns versus the market over a full market cycle through a concentrated portfolio of stocks. This process is driven by research-intensive fundamental stock selection, focused on developing themes and selecting stocks within them. Ark generally sells companies that become less attractive than other securities due to deteriorating current fundamentals or declining earnings expectations. In managing fixed-income portfolios, Ark's investment decisions integrate the expertise of a team of fixed-income specialists. The investment process begins with a top-down approach focusing on the current environment, the economy, and interest rate outlook. Their duration strategy is designed to be risk averse; they do not use market timing. A key determinant in maximizing total return for a given level of risk is proper positioning of a portfolio along the yield curve. Their positioning is based on the current shape and anticipated changes in the yield curve, and an analysis of the spot and forward yield curves. Quantitatively, they review spread relationships among the various sectors, conduct break-even analysis and project total rates of return for various scenarios. The qualitative analysis involves the evaluation of technical factors influencing the market, such as trends, imbalances and seasonal patterns. | Analyst-Equity | 27/02/2009 |
Chase H&Q
Chase H&Q Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/1999 |
SCF Partners LLC
SCF Partners LLC Investment ManagersFinance SCF Partners invests in companies located across the globe. The firm targets companies operating in the fields of oil & gas, renewable energy, mining and energy services sectors. It participates in buyout and growth stage capital transactions. | Analyste en capital-investissement | 31/12/1994 |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/1989 |
Formation de Nancy Peretz Sheft
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Ark Asset Management Co., Inc.
Ark Asset Management Co., Inc. Investment ManagersFinance A team of portfolio managers oversees each product. The large-cap growth portfolio is constructed relative to the Russell 1000 Growth index. The goal for the large cap value portfolio is to outperform the Russell 1000 Value index. Stocks meeting their minimum capitalization and liquidity requirements are screened based on a proprietary methodology. Once this focus list is determined, they conduct in-house fundamental research to narrow the list to buy candidates. Stocks are selected based on either a low p/e ratio relative to projected earnings growth or on a discount to intrinsic asset value. Ark's small/mid-cap value philosophy reflects a belief that incremental returns can be achieved within the small/mid-cap universe by combining a quantitative approach with traditional fundamental analysis. Using a proprietary six factor model, the universe is further refined using a combination of historical and current data. For their Specialty Growth portfolio, Ark invests in companies along a broad range of market capitalizations that provide significant growth opportunities due to secular or cyclical changes. Their goal is to achieve substantial returns versus the market over a full market cycle through a concentrated portfolio of stocks. This process is driven by research-intensive fundamental stock selection, focused on developing themes and selecting stocks within them. Ark generally sells companies that become less attractive than other securities due to deteriorating current fundamentals or declining earnings expectations. In managing fixed-income portfolios, Ark's investment decisions integrate the expertise of a team of fixed-income specialists. The investment process begins with a top-down approach focusing on the current environment, the economy, and interest rate outlook. Their duration strategy is designed to be risk averse; they do not use market timing. A key determinant in maximizing total return for a given level of risk is proper positioning of a portfolio along the yield curve. Their positioning is based on the current shape and anticipated changes in the yield curve, and an analysis of the spot and forward yield curves. Quantitatively, they review spread relationships among the various sectors, conduct break-even analysis and project total rates of return for various scenarios. The qualitative analysis involves the evaluation of technical factors influencing the market, such as trends, imbalances and seasonal patterns. | Finance |
Bessemer Investment Management LLC
Bessemer Investment Management LLC Investment ManagersFinance BIM uses fundamental and quantitative research that underpins their security selection process. They utilize a disciplined investment process that focuses on expected earnings growth and valuation. Sector and country allocations are driven primarily by stock selection and secondarily by an assessment of top-down, fundamental prospects. The firm may employ various investment strategies to seek to achieve a client’s investment objective. | Finance |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Chase H&Q
Chase H&Q Investment Banks/BrokersFinance Provides brokerage services | Finance |
Princeton University
Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SCF Partners LLC
SCF Partners LLC Investment ManagersFinance SCF Partners invests in companies located across the globe. The firm targets companies operating in the fields of oil & gas, renewable energy, mining and energy services sectors. It participates in buyout and growth stage capital transactions. | Finance |
















