Sandra Lynn Incontro

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Finance

Consumer Services

Profil

Ms. Sandra L.
Incontro, CFA MBA, is Principal & Client Portfolio Manager at Aristotle Capital Management LLC.
She joined the firm in March 2013.
Ms. Incontro is a member of the Aristotle Capital investment team and is a veteran of the investment industry.
She served as Portfolio Relationship Manager at Metropolitan West Capital Management, LLC for 11 years and President for the last 2½ years.
She was employed as Vice President and Senior Investment Strategist by Strong Capital Management, Inc., Senior Portfolio Analyst by SSI Investment Management, Inc., and a Senior Associate by Wilshire Associates, Inc. She received her Bachelor of Science degree in Business Administration and Bachelor of Arts degree in Spanish from the University of Southern California and her MBA from Garvin School of International Management (“Thunderbird”).
She is a CFA charterholder.

Anciens postes connus de Sandra Lynn Incontro

Sociétés	Poste	Fin
Aristotle Capital Management LLC Aristotle Capital Management LLC Investment ManagersFinance Aristotle Capital employs a fundamental value-oriented approach and seeks to help clients reach their long-term financial goals with active portfolio management using their research-driven investment framework. The firm uses a bottom-up investment process to select high-quality, cash flow generative businesses with a focus on sustainable and/or potentially growing dividends resulting in an attractive total yield over time.	Gestionnaire de Portefeuille-Actions	13/01/2017
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.	President	28/02/2013
Strong Capital Management, Inc. Strong Capital Management, Inc. Financial ConglomeratesFinance The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio.	Corporate Officer/Principal	-
SSI Investment Management, Inc. SSI Investment Management, Inc. Investment ManagersFinance SSIIM invests primarily, but not exclusively, in equity, convertible and fixed income securities that are traded publicly in US and non US markets.	Corporate Officer/Principal	-
Wilshire Advisors LLC Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate.	Corporate Officer/Principal	-

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Entreprise privées	7
Strong Capital Management, Inc. Strong Capital Management, Inc. Financial ConglomeratesFinance The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio.	Finance
Wilshire Advisors LLC Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate.	Finance
SSI Investment Management, Inc. SSI Investment Management, Inc. Investment ManagersFinance SSIIM invests primarily, but not exclusively, in equity, convertible and fixed income securities that are traded publicly in US and non US markets.	Finance
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
Thunderbird School of Global Management Thunderbird School of Global Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Southern California University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Aristotle Capital Management LLC Aristotle Capital Management LLC Investment ManagersFinance Aristotle Capital employs a fundamental value-oriented approach and seeks to help clients reach their long-term financial goals with active portfolio management using their research-driven investment framework. The firm uses a bottom-up investment process to select high-quality, cash flow generative businesses with a focus on sustainable and/or potentially growing dividends resulting in an attractive total yield over time.	Finance