Profil
Prior to joining Akros in January 2007, Ms. Wainwright was an Assistant Vice President of Marketing in the asset-management division of Credit Suisse where she was responsible for servicing institutional clients, executing specialized client reports and overseeing the life cycle of accounts.
Ms. Wainwright was born in 1976.
She received her B.A. in Business and Psychology (1999) from Concordia College in Moorhead, Minnesota.
Anciens postes connus de Rhonda F. Wainwright
| Sociétés | Poste | Fin |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Ventes Institutionnelles | - |
Akros Capital LLC
Akros Capital LLC Investment ManagersFinance Akros Capital seeks to generate long-term capital appreciation and income while protecting capital. The firm primarily invests in securities that offer strategic opportunities to employ absolute return strategies using a variety of publicly and non-publicly traded securities. They may invest in companies of any size. Akros Capital may also invest in debt instruments including convertible debt, options and futures, as well as privately-negotiated options and in foreign securities, including ADRs and EDRs. The firm's investment approach is based on the belief that a stock's share price will, over time, reflect the present value of its future dividends and earnings. The Quaker Akros Absolute Strategies Fund is a non-diversified fund that invests in small-cap companies and engages in short selling. The Fund may hold derivatives and invest in foreign securities, high-yield, lower-rated securities, MBS and ABS. For their separate account portfolios, Akros Capital offers 2 investment approaches: (1) Akros Large-Cap Equity and (2) Akros Multi-Cap Equity. The Akros Large-Cap Equity Portfolio invests in a diversified group of large-cap stocks. The strategy seeks attractively priced stocks with positive price momentum. In managing the strategy, Akros Capital employs a disciplined investment process that is based on quantitative factors and is enhanced with fundamental and technical research. The Akros Large-Cap Equity model utilizes a bottom-up approach to identify attractively priced stocks with positive price momentum. Stock selection is largely driven by a proprietary quantitative model to screen equities. The model is enhanced by fundamental and technical research to reduce the level of emotion that is often involved in portfolio construction. Akros Capital's security selection process begins with the evaluation of over 4,400 equities using value-oriented criteria and fundamental research. The model utilizes factors such as return on equity (ROE), price/earnings ratio (P/E), price/value ratio (PVA), price/sales ratio (PSA) and price momentum to assign a proprietary ranking to each security. Akros Capital then uses the quality ratings and projected cash-flow streams to calculate the intrinsic value of each stock. Portfolios are invested in high-quality companies and are diversified across several sectors. Portfolio are generally composed of 20 to 40 stocks with market-caps greater than $3 billion. Portfolio are reviewed on an ongoing basis and are periodically adjusted. Portfolio adjustments may deviate from the quantitative model due to factors such as the attempt to limit transaction costs and to manage for tax efficiency. Deviations from the quantitative model may also occur as the portfolio managers review each stock for fundamental and technical considerations prior to purchase or sale. From time to time, Akros Capital may, on a discretionary basis, make adjustments portfolios as risk-control measures. Stocks are often sold if they reach their price target, if their price/value ratio nears 1.0 or if the company is subject to a buyout. The proceeds from these sales may be held in cash for a period of time, or may be reinvested in more attractively priced stocks. The Akros Multi-Cap Equity Portfolio invests in a diversified portfolio of larger- and smaller-cap stocks. In managing this approach, Akros Capital seeks to identify attractively priced stocks with positive price momentum. The firm employs a disciplined investment process that is based on quantitative factors and is enhanced with fundamental and technical research. The Akros Multi-Cap Equity model utilizes a bottom-up approach to identify attractively priced stocks with positive price momentum. Stock selection is largely driven by a proprietary quantitative model that screens equities using a disciplined process. The model is enhanced by fundamental and technical research to reduce the level of emotion that is often involved in portfolio construction. Akros Capital's security selection process begins with the evaluation of over 4,400 equities using value-oriented criteria and fundamental research. The model utilizes factors such as return on equity (ROE), price/earnings ratio (P/E), price/value ratio (PVA), price/sales ratio (PSA) and price momentum to assign a proprietary ranking to each security. The firm then uses the quality ratings and projected cash-flow streams to calculate each stock's intrinsic value. Portfolio are generally composed of the stocks of 15 to 35 high-quality larger companies with market-caps greater than $3 billion and the stocks of 5 to 15 smaller companies with market-caps of $150 million to $3 billion. Portfolio are reviewed on an ongoing basis and are periodically adjusted. Portfolio adjustments may deviate from the quantitative model due to factors such as the attempt to limit transaction costs and to manage for tax efficiency. Deviations from the quantitative model may also occur as the portfolio managers review each stock for fundamental and technical considerations prior to purchase or sale. From time to time, Akros Capital may, on a discretionary basis, make adjustments portfolios as risk-control measures. Stocks are often sold if they reach their price target, if their price/value ratio nears 1.0 or if the company is subject to a buyout. The proceeds from these sales may be held in cash for a period of time, or may be reinvested in more attractively priced stocks. Though not limited by sector, Akros Capital tends to invest in the stocks of large-cap and small-cap companies in the technology services, finance, health technology, electronic technology and retail sectors. | Corporate Officer/Principal | - |
Formation de Rhonda F. Wainwright
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 | 3 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Concordia College (Minnesota)
Concordia College (Minnesota) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Akros Capital LLC
Akros Capital LLC Investment ManagersFinance Akros Capital seeks to generate long-term capital appreciation and income while protecting capital. The firm primarily invests in securities that offer strategic opportunities to employ absolute return strategies using a variety of publicly and non-publicly traded securities. They may invest in companies of any size. Akros Capital may also invest in debt instruments including convertible debt, options and futures, as well as privately-negotiated options and in foreign securities, including ADRs and EDRs. The firm's investment approach is based on the belief that a stock's share price will, over time, reflect the present value of its future dividends and earnings. The Quaker Akros Absolute Strategies Fund is a non-diversified fund that invests in small-cap companies and engages in short selling. The Fund may hold derivatives and invest in foreign securities, high-yield, lower-rated securities, MBS and ABS. For their separate account portfolios, Akros Capital offers 2 investment approaches: (1) Akros Large-Cap Equity and (2) Akros Multi-Cap Equity. The Akros Large-Cap Equity Portfolio invests in a diversified group of large-cap stocks. The strategy seeks attractively priced stocks with positive price momentum. In managing the strategy, Akros Capital employs a disciplined investment process that is based on quantitative factors and is enhanced with fundamental and technical research. The Akros Large-Cap Equity model utilizes a bottom-up approach to identify attractively priced stocks with positive price momentum. Stock selection is largely driven by a proprietary quantitative model to screen equities. The model is enhanced by fundamental and technical research to reduce the level of emotion that is often involved in portfolio construction. Akros Capital's security selection process begins with the evaluation of over 4,400 equities using value-oriented criteria and fundamental research. The model utilizes factors such as return on equity (ROE), price/earnings ratio (P/E), price/value ratio (PVA), price/sales ratio (PSA) and price momentum to assign a proprietary ranking to each security. Akros Capital then uses the quality ratings and projected cash-flow streams to calculate the intrinsic value of each stock. Portfolios are invested in high-quality companies and are diversified across several sectors. Portfolio are generally composed of 20 to 40 stocks with market-caps greater than $3 billion. Portfolio are reviewed on an ongoing basis and are periodically adjusted. Portfolio adjustments may deviate from the quantitative model due to factors such as the attempt to limit transaction costs and to manage for tax efficiency. Deviations from the quantitative model may also occur as the portfolio managers review each stock for fundamental and technical considerations prior to purchase or sale. From time to time, Akros Capital may, on a discretionary basis, make adjustments portfolios as risk-control measures. Stocks are often sold if they reach their price target, if their price/value ratio nears 1.0 or if the company is subject to a buyout. The proceeds from these sales may be held in cash for a period of time, or may be reinvested in more attractively priced stocks. The Akros Multi-Cap Equity Portfolio invests in a diversified portfolio of larger- and smaller-cap stocks. In managing this approach, Akros Capital seeks to identify attractively priced stocks with positive price momentum. The firm employs a disciplined investment process that is based on quantitative factors and is enhanced with fundamental and technical research. The Akros Multi-Cap Equity model utilizes a bottom-up approach to identify attractively priced stocks with positive price momentum. Stock selection is largely driven by a proprietary quantitative model that screens equities using a disciplined process. The model is enhanced by fundamental and technical research to reduce the level of emotion that is often involved in portfolio construction. Akros Capital's security selection process begins with the evaluation of over 4,400 equities using value-oriented criteria and fundamental research. The model utilizes factors such as return on equity (ROE), price/earnings ratio (P/E), price/value ratio (PVA), price/sales ratio (PSA) and price momentum to assign a proprietary ranking to each security. The firm then uses the quality ratings and projected cash-flow streams to calculate each stock's intrinsic value. Portfolio are generally composed of the stocks of 15 to 35 high-quality larger companies with market-caps greater than $3 billion and the stocks of 5 to 15 smaller companies with market-caps of $150 million to $3 billion. Portfolio are reviewed on an ongoing basis and are periodically adjusted. Portfolio adjustments may deviate from the quantitative model due to factors such as the attempt to limit transaction costs and to manage for tax efficiency. Deviations from the quantitative model may also occur as the portfolio managers review each stock for fundamental and technical considerations prior to purchase or sale. From time to time, Akros Capital may, on a discretionary basis, make adjustments portfolios as risk-control measures. Stocks are often sold if they reach their price target, if their price/value ratio nears 1.0 or if the company is subject to a buyout. The proceeds from these sales may be held in cash for a period of time, or may be reinvested in more attractively priced stocks. Though not limited by sector, Akros Capital tends to invest in the stocks of large-cap and small-cap companies in the technology services, finance, health technology, electronic technology and retail sectors. | Finance |
















