Profil
Mr. Paul C.
Rocheleau is a Portfolio Manager at Morley Capital Management, Inc.
Prior to joining Morley Capital Management, Mr. Rocheleau was employed as a Portfolio Manager by Columbia Management Advisors, Inc.
Anciens postes connus de Paul C. Rocheleau
| Sociétés | Poste | Fin |
|---|---|---|
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Portfolio Manager-Fixed Income | 31/12/2003 |
Morley Capital Management, Inc.
Morley Capital Management, Inc. Investment ManagersFinance Morley aims to design and construct capital preservation strategies to help investors achieve retirement and income goals. The firm’s dedication to the capital preservation marketplace is specifically focused on stable value and fixed income. They combine in-house active management with external sub-advisers to achieve a diversified portfolio with complementary sources of excess return. The firm generally overweight spread sectors, controlling risk exposure through the measured application of their macroeconomic outlook, relative value sector analysis and diligent fundamental analysis. | Portfolio Manager-Fixed Income | - |
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 | 2 |
|---|---|
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Finance |
Morley Capital Management, Inc.
Morley Capital Management, Inc. Investment ManagersFinance Morley aims to design and construct capital preservation strategies to help investors achieve retirement and income goals. The firm’s dedication to the capital preservation marketplace is specifically focused on stable value and fixed income. They combine in-house active management with external sub-advisers to achieve a diversified portfolio with complementary sources of excess return. The firm generally overweight spread sectors, controlling risk exposure through the measured application of their macroeconomic outlook, relative value sector analysis and diligent fundamental analysis. | Finance |
















