Sasan Faiz

Director of Investments chez

Morton Capital Management LLC

67 ans

Finance

Consumer Services

Profil

Mr. Sasan Faiz is a Managing Director of Investments at M83 Investment Group LLC and a Managing Director of Investments & Partner at Morton Capital Management LLC.
His primary role includes macroeconomic research as well as fund manager sourcing, diligence and monitoring.
He has over three decades of experience in portfolio management, asset allocation and investment analysis.
Mr. Faiz was previously employed as a Chief Investment Officer by Partnervest Advisory Services LLC, a Portfolio Manager by Cyberfund, Inc., and a Principal by Merrill Lynch Investment Managers, Inc. He received both his B.S.
and M.S.
degrees in Engineering from the University of Michigan.

Postes actifs de Sasan Faiz

Sociétés	Poste	Début
Morton Capital Management LLC Morton Capital Management LLC Investment ManagersFinance Morton designs and implements standardized investment strategies based on general investment guidelines provided by its Investment Committee. Each client portfolio is then customized to consider a client’s unique objectives, including goals, risk tolerance, time horizon, liquidity needs and concerns. Investment portfolios are diversified with respect to asset classes and manager styles to minimize the risks associated with individual securities, specific asset class, style, or manager.	Director of Investments	01/07/2008

Tous les postes actifs de Sasan Faiz

Anciens postes connus de Sasan Faiz

Sociétés	Poste	Fin
Partnervest Advisory Services LLC Partnervest Advisory Services LLC Investment ManagersFinance Partnervest' Advisory Services' research encompasses a variety of investments including, but not limited to, stocks, bonds, ETFs and mutual funds.	Corporate Officer/Principal	-
Cyberfund, Inc. Cyberfund, Inc. Financial ConglomeratesFinance Development stage company	Corporate Officer/Principal	31/12/2002
Merrill Lynch Investment Managers, Inc. Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed.	Corporate Officer/Principal	-

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Sociétés liées

Entreprise privées	5
Cyberfund, Inc. Cyberfund, Inc. Financial ConglomeratesFinance Development stage company	Finance
Merrill Lynch Investment Managers, Inc. Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed.	Finance
Morton Capital Management LLC Morton Capital Management LLC Investment ManagersFinance Morton designs and implements standardized investment strategies based on general investment guidelines provided by its Investment Committee. Each client portfolio is then customized to consider a client’s unique objectives, including goals, risk tolerance, time horizon, liquidity needs and concerns. Investment portfolios are diversified with respect to asset classes and manager styles to minimize the risks associated with individual securities, specific asset class, style, or manager.	Finance
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Partnervest Advisory Services LLC Partnervest Advisory Services LLC Investment ManagersFinance Partnervest' Advisory Services' research encompasses a variety of investments including, but not limited to, stocks, bonds, ETFs and mutual funds.	Finance