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Russ Allen
Director of Investments chez
Sage Mountain Advisors LLC
Profil
Mr. John R.
Allen, CFA, is a Director of Investment Strategy at Sage Mountain Advisors LLC.
Prior to Sage Mountain, Mr. Allen held investment leadership roles at Balentine LLC and Berman Capital Advisors, both in Atlanta.
There he focused on asset allocation, portfolio construction and manager due diligence.
Earlier in his career Russ was a buy-side analyst for Consumer Sector equities.
He received a Master of Arts in Political Science (University of California – San Diego) and International Relations (Johns Hopkins University) as well as an undergraduate degree in History from Wake Forest University.
Postes actifs de Russ Allen
| Sociétés | Poste | Début |
|---|---|---|
Sage Mountain Advisors LLC
 Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain primarily allocates client assets among various mutual funds, exchange traded funds (ETFs), real estate investment trusts (REITs) and independent investment managers in accordance with their stated investment objectives. The firm focuses on downside risk, and stress tests portfolios using historical and projected asset class returns, risk and correlations to quantify potential losses in periods of market stress. They also analyze portfolios using methods such as Monte Carlo simulation to project future portfolio values over time. | Director of Investments | 12/04/2021 |
Anciens postes connus de Russ Allen
| Sociétés | Poste | Fin |
|---|---|---|
Berman Capital Advisors LLC
 Berman Capital Advisors LLC Investment ManagersFinance Berman Capital Advisors implements a client’s investment plan by using mutual funds and exchange traded funds (ETFs) for public equity exposure. Their investment advice with respect to client portfolios will be based primarily upon the firm’s internal research and analytical capabilities. The firm follows a multi-manager investment approach pursuant to which managed accounts are allocated among a number of investment vehicles. | Directeur en chef des Investissements | 01/11/2020 |
Balentine LLC
 Balentine LLC Investment ManagersFinance Balentine aims to provide objective counsel and to protect and grow clients’ wealth. The firm takes a holistic and risk-based approach to asset categorization. They use both active and passive solutions to implement its investment advice. Working with each client, Balentine seeks to determine an appropriate allocation of the client’s invested assets among different asset classes, and in turn may select one or more third-party money managers or index funds which specialize in each of those asset classes. | Directeur de la Recherche - Actions | 01/08/2014 |
Globalt, Inc.
 Globalt, Inc. Investment ManagersFinance Globalt employs a quantitative, diversified growth investment approach that is combined with a structured fundamental overlay that seeks to deliver competitive returns while assuming a benchmark level of risk. The firm invests in market-leading companies that compete on a global basis and derive a significant amount of their revenues from outside the US. Globalt's strategies include: Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation. The firm's investment process utilizes a consistent weighting scheme that considers a company's market-cap, portfolio representation within economic/industry sectors and overall risk control parameters versus the appropriate benchmark. They employ a proprietary database of over 1,000 US companies to determine the geographic source of the companies' international revenues. Globalt places emphasis on sector weights through which economic, capitalization, growth and p/e sector variances are controlled. In addition, the firm monitors the portfolio's valuation, beta (volatility) and interest rate and global GDP sensitivity. Security selection is the main driver of excess returns although additional alpha is achieved through style, capitalization and economic sector tilts that are implemented through quantitative, fundamental and technical inputs. Globalt's Large-Cap Opportunistic Growth strategy seeks to deliver consistently competitive returns versus the S&P 500 Index through investments in globally competitive US growth companies. The firm constructs diversified portfolios using quantitative, qualitative and technical analysis within a risk-controlled framework to add value versus the benchmark. The firm's Large-Cap Core Growth strategy was derived from their Large-Cap Opportunistic Growth strategy to meet the needs of private investors and smaller institutions. The strategy seeks to deliver consistently superior long-term investment results versus the S&P 500 Index. Globalt employs active portfolio management techniques on a year round basis to minimize the impact of taxes. Globalt's Mid-Cap Growth strategy seeks to deliver consistently competitive returns versus the Russell Midcap Index and the Russell Midcap Growth Index through investments in globally competitive US growth companies. The firm's Large-Cap Core strategy seeks to produce competitive returns versus the S&P 500 Index through investments in a blend of growth and value stocks. Globalt constructs diversified portfolios utilizing quantitative, fundamental and technical analysis within a risk controlled framework to add value versus the benchmark. Globalt's Equity Income strategy is suitable for investors seeking a higher level of income. The strategy seeks to deliver competitive returns versus the Dow Jones Select Dividend Index by focusing on investments in stocks with high dividend yields, above average dividend growth and reasonable payout ratios. Globalt employs a multi-disciplined approach within a risk controlled framework to add value versus the benchmark. Though not limited by sector, the firm tends to invest in the stocks of companies in the electronic technology, health technology and technology services sectors. They invest primarily in the stocks of large-cap companies. Globalt maintains a medium turnover rate. | Investor Relations Contact | 12/10/2010 |
United States National Security Agency
 United States National Security Agency SovereignGovernment Provides intelligence services | Corporate Officer/Principal | - |
Mitchell Madison Group LLC
 Mitchell Madison Group LLC Miscellaneous Commercial ServicesCommercial Services Provides global cost management consulting services | Corporate Officer/Principal | - |
Formation de Russ Allen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Globalt, Inc.
Globalt, Inc. Investment ManagersFinance Globalt employs a quantitative, diversified growth investment approach that is combined with a structured fundamental overlay that seeks to deliver competitive returns while assuming a benchmark level of risk. The firm invests in market-leading companies that compete on a global basis and derive a significant amount of their revenues from outside the US. Globalt's strategies include: Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation. The firm's investment process utilizes a consistent weighting scheme that considers a company's market-cap, portfolio representation within economic/industry sectors and overall risk control parameters versus the appropriate benchmark. They employ a proprietary database of over 1,000 US companies to determine the geographic source of the companies' international revenues. Globalt places emphasis on sector weights through which economic, capitalization, growth and p/e sector variances are controlled. In addition, the firm monitors the portfolio's valuation, beta (volatility) and interest rate and global GDP sensitivity. Security selection is the main driver of excess returns although additional alpha is achieved through style, capitalization and economic sector tilts that are implemented through quantitative, fundamental and technical inputs. Globalt's Large-Cap Opportunistic Growth strategy seeks to deliver consistently competitive returns versus the S&P 500 Index through investments in globally competitive US growth companies. The firm constructs diversified portfolios using quantitative, qualitative and technical analysis within a risk-controlled framework to add value versus the benchmark. The firm's Large-Cap Core Growth strategy was derived from their Large-Cap Opportunistic Growth strategy to meet the needs of private investors and smaller institutions. The strategy seeks to deliver consistently superior long-term investment results versus the S&P 500 Index. Globalt employs active portfolio management techniques on a year round basis to minimize the impact of taxes. Globalt's Mid-Cap Growth strategy seeks to deliver consistently competitive returns versus the Russell Midcap Index and the Russell Midcap Growth Index through investments in globally competitive US growth companies. The firm's Large-Cap Core strategy seeks to produce competitive returns versus the S&P 500 Index through investments in a blend of growth and value stocks. Globalt constructs diversified portfolios utilizing quantitative, fundamental and technical analysis within a risk controlled framework to add value versus the benchmark. Globalt's Equity Income strategy is suitable for investors seeking a higher level of income. The strategy seeks to deliver competitive returns versus the Dow Jones Select Dividend Index by focusing on investments in stocks with high dividend yields, above average dividend growth and reasonable payout ratios. Globalt employs a multi-disciplined approach within a risk controlled framework to add value versus the benchmark. Though not limited by sector, the firm tends to invest in the stocks of companies in the electronic technology, health technology and technology services sectors. They invest primarily in the stocks of large-cap companies. Globalt maintains a medium turnover rate. | Finance |
Wake Forest University
 Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mitchell Madison Group LLC
Mitchell Madison Group LLC Miscellaneous Commercial ServicesCommercial Services Provides global cost management consulting services | Commercial Services |
The Johns Hopkins University
 The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California San Diego
 University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States National Security Agency
United States National Security Agency SovereignGovernment Provides intelligence services | Government |
Balentine LLC
Balentine LLC Investment ManagersFinance Balentine aims to provide objective counsel and to protect and grow clients’ wealth. The firm takes a holistic and risk-based approach to asset categorization. They use both active and passive solutions to implement its investment advice. Working with each client, Balentine seeks to determine an appropriate allocation of the client’s invested assets among different asset classes, and in turn may select one or more third-party money managers or index funds which specialize in each of those asset classes. | Finance |
Berman Capital Advisors LLC
Berman Capital Advisors LLC Investment ManagersFinance Berman Capital Advisors implements a client’s investment plan by using mutual funds and exchange traded funds (ETFs) for public equity exposure. Their investment advice with respect to client portfolios will be based primarily upon the firm’s internal research and analytical capabilities. The firm follows a multi-manager investment approach pursuant to which managed accounts are allocated among a number of investment vehicles. | Finance |
Sage Mountain Advisors LLC
Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain primarily allocates client assets among various mutual funds, exchange traded funds (ETFs), real estate investment trusts (REITs) and independent investment managers in accordance with their stated investment objectives. The firm focuses on downside risk, and stress tests portfolios using historical and projected asset class returns, risk and correlations to quantify potential losses in periods of market stress. They also analyze portfolios using methods such as Monte Carlo simulation to project future portfolio values over time. | Finance |
