Profil
Mr. Nugroho Soeharto is a Portfolio Manager & Analyst at Focused Investors LLC.
He joined the firm in March 2008.
Prior to Focused Investors, Mr. Soeharto spent two years as a Partner at Saddle Peak Asset Management, LLC.
In addition, he spent nearly 20 years as part of the investment team at Pacific Financial Research serving as a Principal and Portfolio Manager.
While at PFR, he also was part of the portfolio management team that managed the Clipper and Clipper Focus funds.
His professional experience also includes one year at the Bank of Boston.
He received his BS degree in Chemistry from Bates College and his MBA degree from Babson College.
Postes actifs de Nugroho Soeharto
| Sociétés | Poste | Début |
|---|---|---|
Focused Investors LLC
Focused Investors LLC Investment ManagersFinance FI is a research driven, fundamental, bottom-up investor that adheres to a strict discipline of concentrated value investing by constructing portfolios of 15-25 significantly undervalued companies. The firm only invests in companies selling at 20-40% discounts to the firm’s estimates of their intrinsic values. They always sell stocks once they reach their estimates of intrinsic value. | Directeur/Membre du Conseil | 01/03/2008 |
Anciens postes connus de Nugroho Soeharto
| Sociétés | Poste | Fin |
|---|---|---|
Saddle Peak Asset Management LLC
Saddle Peak Asset Management LLC Investment ManagersFinance Saddle Peak Asset Management is a value manager that offers two investment strategies: a hedge fund and a traditional long only approach. Though not limited by sector, the firm tends to invest in the stocks of US companies in the electronic technology, finance, industrial services, consumer services and consumer durables sectors. They invest across all market-caps. Saddle Peak maintains a high turnover rate. Saddle Peak manages a long/short equity hedge fund that invests primarily in US common stocks, options and options on broad-based securities indices. The firm employs a concentrated multi-cap value strategy that is biased toward long positions. They seek to acquire positions in undervalued companies in which the value of the company's assets and/or earning power are not accurately reflected in the current market price. In declining markets, the fund may engage in short selling and purchase put options on individual stocks, market indices and industries to offset long equity positions. Saddle Peak's long-only strategy focuses on investments in US common stocks. The firm employs a concentrated multi-cap strategy that seeks to acquire positions in undervalued companies in which the value of the company's assets and/or earning power are not accurately reflected in the current market price. | Gestionnaire de Portefeuille-Actions | 28/02/2008 |
Pacific Financial Research, Inc.
Pacific Financial Research, Inc. Investment Trusts/Mutual FundsMiscellaneous PFR is a bottom-up value manager with two concentrated portfolios. Unconventional Value employs a discretionary, value equity strategy. 95+ Equity employs the same discretionary, value equity strategy as Unconventional Value, but remains fully invested (cash less than five percent). PFR practices a team approach to investing, assigning two investment professionals to analyze each company. One member is appointed as a 'devil's advocate' to challenge the assumptions and conclusions of the other member. Their research entails gathering industry and company information, visiting companies and meeting with management, talking with customers, competitors and suppliers and discussing key issues with experts in the field. They build computer-based models to calculate the intrinsic value of a company. PFC then compares a detailed discounted cash flow analysis to the price a rational private buyer would pay for a similar business. Intrinsic value is the lower of these two valuations. They then focus on a sensitivity analysis of the key risks inherent in the business to refine their estimate of intrinsic value. If they are unable to completely understand the business fundamentals, they avoid investing in the company. A portfolio manager is responsible for day-to-day administration of each account. Accounts are managed identically, subject to specific client requirements. Although the portfolio manager and client service representative are the primary client contacts, over time PFC introduces each client to all members of the investment staff. | Analyst-Equity | 31/05/2005 |
Bank of Boston Corp.
Bank of Boston Corp. Financial ConglomeratesFinance Bank holding company | Corporate Officer/Principal | 01/01/1987 |
Formation de Nugroho Soeharto
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 | 6 |
|---|---|
Pacific Financial Research, Inc.
Pacific Financial Research, Inc. Investment Trusts/Mutual FundsMiscellaneous PFR is a bottom-up value manager with two concentrated portfolios. Unconventional Value employs a discretionary, value equity strategy. 95+ Equity employs the same discretionary, value equity strategy as Unconventional Value, but remains fully invested (cash less than five percent). PFR practices a team approach to investing, assigning two investment professionals to analyze each company. One member is appointed as a 'devil's advocate' to challenge the assumptions and conclusions of the other member. Their research entails gathering industry and company information, visiting companies and meeting with management, talking with customers, competitors and suppliers and discussing key issues with experts in the field. They build computer-based models to calculate the intrinsic value of a company. PFC then compares a detailed discounted cash flow analysis to the price a rational private buyer would pay for a similar business. Intrinsic value is the lower of these two valuations. They then focus on a sensitivity analysis of the key risks inherent in the business to refine their estimate of intrinsic value. If they are unable to completely understand the business fundamentals, they avoid investing in the company. A portfolio manager is responsible for day-to-day administration of each account. Accounts are managed identically, subject to specific client requirements. Although the portfolio manager and client service representative are the primary client contacts, over time PFC introduces each client to all members of the investment staff. | Miscellaneous |
Saddle Peak Asset Management LLC
Saddle Peak Asset Management LLC Investment ManagersFinance Saddle Peak Asset Management is a value manager that offers two investment strategies: a hedge fund and a traditional long only approach. Though not limited by sector, the firm tends to invest in the stocks of US companies in the electronic technology, finance, industrial services, consumer services and consumer durables sectors. They invest across all market-caps. Saddle Peak maintains a high turnover rate. Saddle Peak manages a long/short equity hedge fund that invests primarily in US common stocks, options and options on broad-based securities indices. The firm employs a concentrated multi-cap value strategy that is biased toward long positions. They seek to acquire positions in undervalued companies in which the value of the company's assets and/or earning power are not accurately reflected in the current market price. In declining markets, the fund may engage in short selling and purchase put options on individual stocks, market indices and industries to offset long equity positions. Saddle Peak's long-only strategy focuses on investments in US common stocks. The firm employs a concentrated multi-cap strategy that seeks to acquire positions in undervalued companies in which the value of the company's assets and/or earning power are not accurately reflected in the current market price. | Finance |
Focused Investors LLC
Focused Investors LLC Investment ManagersFinance FI is a research driven, fundamental, bottom-up investor that adheres to a strict discipline of concentrated value investing by constructing portfolios of 15-25 significantly undervalued companies. The firm only invests in companies selling at 20-40% discounts to the firm’s estimates of their intrinsic values. They always sell stocks once they reach their estimates of intrinsic value. | Finance |
Bank of Boston Corp.
Bank of Boston Corp. Financial ConglomeratesFinance Bank holding company | Finance |
Babson College
Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bates College
Bates College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















