Profil
Samir Sikka is Chief Executive Officer & Chief Investment Officer at Sapience Investments LLC since 2016.
Formerly, Mr. Sikka was Managing Director & Lead Portfolio Manager at Allspring Global Investments LLC from 2006 to 2016, and Managing Director & Lead Portfolio Manager at Metropolitan West Capital Management LLC from 2013 to 2016.
Other former roles include Associate Director at UBS Investment Bank (US), Senior Vice President at TCW Asset Management Co. LLC, and Senior Associate at Ernst & Young LLP.
Education includes an undergraduate degree from California State University-Northridge in 1992 and an MBA from Harvard Business School in 1997.
Postes actifs de Samir Sikka
| Sociétés | Poste | Début |
|---|---|---|
Sapience Investments LLC
Sapience Investments LLC Investment ManagersFinance Sapience is an active, value-oriented manager that seeks to generate superior risk-adjusted long-term returns through fundamental analysis while focusing on capital preservation. The firm seeks to identify small and small/mid-cap companies with sustainable business models, trading at attractive valuations, and typically possessing value drivers capable of narrowing the valuation gap. Their investment process is driven by fundamental, bottom-up research and utilizes a long-term focus that seeks to take advantage of opportunities presented by short-term anomalies. | Directeur Général | 26/09/2016 |
Anciens postes connus de Samir Sikka
| Sociétés | Poste | Fin |
|---|---|---|
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Gestionnaire de Portefeuille-Actions | 01/09/2016 |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Metropolitan West Capital Management (MetWest) specializes in domestic value equity, international core value equity and balanced portfolios. The firm employs a team-based approach to identify the stocks of high quality, growing businesses that are selling at a discount to their intrinsic value. Their approach also requires the existence of one or more positive catalysts that will unlock that value, leading to a higher stock price. They are long-term investors, not traders or speculators; their conservative style fosters capital preservation and consistency of returns. In addition to above-market returns, MetWest seeks below-market risk. They screen candidates for characteristics such as low p/e ratios, high dividend yields, growing cash flows and low debt levels. Portfolios are diversified across economic sectors and individual securities. | Gestionnaire de Portefeuille-Actions | 01/07/2016 |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Corporate Officer/Principal | - |
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Gestionnaire de Portefeuille-Actions | - |
Formation de Samir Sikka
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 | 8 |
|---|---|
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Finance |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Finance |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Commercial Services |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Metropolitan West Capital Management (MetWest) specializes in domestic value equity, international core value equity and balanced portfolios. The firm employs a team-based approach to identify the stocks of high quality, growing businesses that are selling at a discount to their intrinsic value. Their approach also requires the existence of one or more positive catalysts that will unlock that value, leading to a higher stock price. They are long-term investors, not traders or speculators; their conservative style fosters capital preservation and consistency of returns. In addition to above-market returns, MetWest seeks below-market risk. They screen candidates for characteristics such as low p/e ratios, high dividend yields, growing cash flows and low debt levels. Portfolios are diversified across economic sectors and individual securities. | Finance |
California State University-Northridge
California State University-Northridge Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance Provides investment banking services | Finance |
Harvard Business School
Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sapience Investments LLC
Sapience Investments LLC Investment ManagersFinance Sapience is an active, value-oriented manager that seeks to generate superior risk-adjusted long-term returns through fundamental analysis while focusing on capital preservation. The firm seeks to identify small and small/mid-cap companies with sustainable business models, trading at attractive valuations, and typically possessing value drivers capable of narrowing the valuation gap. Their investment process is driven by fundamental, bottom-up research and utilizes a long-term focus that seeks to take advantage of opportunities presented by short-term anomalies. | Finance |
















