Profil
Mr. Scott J.
Brown, CFA, is a Senior Analyst at Falcon Point Capital LLC.
Prior to joining Falcon in 2015, Mr. Brown was a portfolio manager and the head of its global small cap team at Pacific View Asset Management.
His investment career began at RCM Global Investors where he worked for 8 years, leaving as the Co-Manager of the PIMCO-RCM Global Small Cap Fund.
After RCM, he worked with two San Francisco based firms and New Zealand based Fisher Funds investing in small cap growth companies.
He left Fisher Funds in 2012 to help launch Pacific View Asset Management.
Mr. Brown completed a Bachelors of Arts in Business Administration from the University of Washington in 1994 and is a CFA charterholder and a member of the CFA Society of San Francisco.
Anciens postes connus de Scott Jason Brown
| Sociétés | Poste | Fin |
|---|---|---|
Falcon Point Capital LLC
Falcon Point Capital LLC Investment ManagersFinance Falcon Point focuses on small-cap growth companies and seeks to provide alpha to their clients over the long-term through a disciplined bottom-up research methodology. The firm's primary equity strategies include Smaller-Cap Opportunities Strategy, SMID-Cap Strategy, Long/Short Strategy, and The High Yield Strategy. | Analyst-Equity | 01/12/2019 |
Pacific View Asset Management LLC
Pacific View Asset Management LLC Investment ManagersFinance Pacific View Asset Management strategies include International Small-Cap, Global Small Cap, US Small-Cap Growth and US Large-Cap Growth. The firm's International Small Cap strategy primarily invests in equity securities of small cap companies outside of the U.S. They look to create a portfolio of 40 to 60 long positions. Pacific View seeks to achieve superior risk adjusted returns over the long-term by investing in under-researched and overlooked small cap stocks. Pacific View seek to outperform the MSCI ACWI ex-USA Small Cap Index by an average of 300 to 500 basis points on an annualized basis. The Global Small Cap strategy invests in equity securities of small cap companies globally. They look to create a portfolio of 40 to 60 long positions. Pacific View seeks to achieve superior risk adjusted returns over the long-term by investing in under-researched and overlooked small cap stocks. The firm seeks to out-perform the MSCI ACWI Small Cap Index by an average of 300 to 500 basis points on an annualized basis. The U.S. Small Cap Growth Strategy invests in small cap securities listed on U.S. exchanges. They look to create a portfolio of 50 – 90 positions with market capitalizations similar to the securities that make up the Russell 2000 Growth Index. The strategy seeks to outperform the Russell 2000 Growth Index by 400 basis points on an annualized basis. The U.S. Large Cap Growth Strategy invests in large cap securities listed on U.S. exchanges. Pacific View looks to create a portfolio of 35 to 65 positions with market capitalizations similar to the securities that make up the Russell 1000 Growth Index. The strategy seeks to outperform the Russell 1000 Growth Index by 300 basis points on an annualized basis. | Fondateur | 31/01/2015 |
Fisher Funds Management Ltd. (US)
Fisher Funds Management Ltd. (US) Investment ManagersFinance Fisher Funds Management's investment approach depends upon the risk and return profile of the investments and includes growth investments, income investments and infrastructure investments. For their growth investments, the firm favors successful growing companies. Fisher Fund's Growth Funds focus on investments in the shares of growing New Zealand, Australian and other international companies that have the potential for substantial business growth. They seek to identify and invest in undiscovered companies that are too small to be noticed by larger investors and can remain undervalued in spite of achieving real earnings growth. Fisher Funds' objective is to identify overlooked, growing companies that have the ability to double their profits over a 3 to 5 year period. The firm does not seek to buy shares in new or unproven companies, nor do they look for bargain stocks. Rather, they look for quality and seek to hold investments for the long-term. However, they are mindful of price and strive to avoid overpaying for growth. Fisher Funds is careful not to sell at the first sign of success, only to miss years of subsequent performance. The firm's stock selection process focuses on investing in companies on the basis of their individual merits. Portfolios are concentrated, typically holding 10 to 30 stocks in each of the New Zealand and Australia funds at any one time and 30 to 40 internationally. Fisher Funds has the ability to invest in both listed and unlisted companies, however in general at least 90% (by value) of the Growth Fund portfolio be invested in listed companies. For their income investments, the firm's portfolio construction process begins by forming a detailed understanding of the global economic environment. This process sets the basic portfolio parameters including duration, geographical preferences, sector weightings and credit quality. Fisher Funds employs a variety of global resources in which to build their understanding of the global economic environment. This initial phase focuses on identifying the markets where their investments have the best chance of success. The firm then perform detailed analysis of potential investments. They utilize independent fundamental research to identify investments that offer attractive long-term value and high current income for the desired level of risk. Their credit analysis focuses on three major areas: the borrower's solvency, liquidity and projected profitability. As part of this process Fisher Funds has developed a set of strict, pre-defined fundamental requirements that borrowers must meet in order to be considered for potential investment. The Fund has the flexibility to allocate its investments across a broad spectrum of government, corporate, mortgage-related and other debt securities. Once an attractive investment opportunity has been discovered, the firm assesses fixed interest securities on issue by that borrower in order to optimize the potential return from that investment, for the given level of risk. This selection process combines Fisher Funds' fundamental understanding of the borrower, the technical aspects of security and their macroeconomic outlook. Fisher Funds' infrastructure investments are selected using a focused top-down investment approach. The firm looks globally for industries where there are attractive tailwinds that provide new opportunities within specific sectors and geographies. They seek to identify trends early and invest before the space becomes too popular. The firm believes returns are driven primarily by being exposed to favorable 'mega-trends' that support a long-term investment perspective. Not all infrastructure sectors are equally exposed to favorable overriding trends. Fisher Funds seeks to invest in companies with strong, predictable cash flows that drive investment returns throughout the investment cycle. In many cases, monopoly or dominant positions help provide strong pricing power and protect earnings against inflation and other economic headwinds. Their infrastructure investments are typically long-term in nature and place emphasis on roads, bridges, ports and rail systems that often cannot be constructed in a matter of months. | Analyst-Equity | - |
Formation de Scott Jason Brown
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Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 4 |
|---|---|
Falcon Point Capital LLC
Falcon Point Capital LLC Investment ManagersFinance Falcon Point focuses on small-cap growth companies and seeks to provide alpha to their clients over the long-term through a disciplined bottom-up research methodology. The firm's primary equity strategies include Smaller-Cap Opportunities Strategy, SMID-Cap Strategy, Long/Short Strategy, and The High Yield Strategy. | Finance |
University of Washington
University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fisher Funds Management Ltd. (US)
Fisher Funds Management Ltd. (US) Investment ManagersFinance Fisher Funds Management's investment approach depends upon the risk and return profile of the investments and includes growth investments, income investments and infrastructure investments. For their growth investments, the firm favors successful growing companies. Fisher Fund's Growth Funds focus on investments in the shares of growing New Zealand, Australian and other international companies that have the potential for substantial business growth. They seek to identify and invest in undiscovered companies that are too small to be noticed by larger investors and can remain undervalued in spite of achieving real earnings growth. Fisher Funds' objective is to identify overlooked, growing companies that have the ability to double their profits over a 3 to 5 year period. The firm does not seek to buy shares in new or unproven companies, nor do they look for bargain stocks. Rather, they look for quality and seek to hold investments for the long-term. However, they are mindful of price and strive to avoid overpaying for growth. Fisher Funds is careful not to sell at the first sign of success, only to miss years of subsequent performance. The firm's stock selection process focuses on investing in companies on the basis of their individual merits. Portfolios are concentrated, typically holding 10 to 30 stocks in each of the New Zealand and Australia funds at any one time and 30 to 40 internationally. Fisher Funds has the ability to invest in both listed and unlisted companies, however in general at least 90% (by value) of the Growth Fund portfolio be invested in listed companies. For their income investments, the firm's portfolio construction process begins by forming a detailed understanding of the global economic environment. This process sets the basic portfolio parameters including duration, geographical preferences, sector weightings and credit quality. Fisher Funds employs a variety of global resources in which to build their understanding of the global economic environment. This initial phase focuses on identifying the markets where their investments have the best chance of success. The firm then perform detailed analysis of potential investments. They utilize independent fundamental research to identify investments that offer attractive long-term value and high current income for the desired level of risk. Their credit analysis focuses on three major areas: the borrower's solvency, liquidity and projected profitability. As part of this process Fisher Funds has developed a set of strict, pre-defined fundamental requirements that borrowers must meet in order to be considered for potential investment. The Fund has the flexibility to allocate its investments across a broad spectrum of government, corporate, mortgage-related and other debt securities. Once an attractive investment opportunity has been discovered, the firm assesses fixed interest securities on issue by that borrower in order to optimize the potential return from that investment, for the given level of risk. This selection process combines Fisher Funds' fundamental understanding of the borrower, the technical aspects of security and their macroeconomic outlook. Fisher Funds' infrastructure investments are selected using a focused top-down investment approach. The firm looks globally for industries where there are attractive tailwinds that provide new opportunities within specific sectors and geographies. They seek to identify trends early and invest before the space becomes too popular. The firm believes returns are driven primarily by being exposed to favorable 'mega-trends' that support a long-term investment perspective. Not all infrastructure sectors are equally exposed to favorable overriding trends. Fisher Funds seeks to invest in companies with strong, predictable cash flows that drive investment returns throughout the investment cycle. In many cases, monopoly or dominant positions help provide strong pricing power and protect earnings against inflation and other economic headwinds. Their infrastructure investments are typically long-term in nature and place emphasis on roads, bridges, ports and rail systems that often cannot be constructed in a matter of months. | Finance |
Pacific View Asset Management LLC
Pacific View Asset Management LLC Investment ManagersFinance Pacific View Asset Management strategies include International Small-Cap, Global Small Cap, US Small-Cap Growth and US Large-Cap Growth. The firm's International Small Cap strategy primarily invests in equity securities of small cap companies outside of the U.S. They look to create a portfolio of 40 to 60 long positions. Pacific View seeks to achieve superior risk adjusted returns over the long-term by investing in under-researched and overlooked small cap stocks. Pacific View seek to outperform the MSCI ACWI ex-USA Small Cap Index by an average of 300 to 500 basis points on an annualized basis. The Global Small Cap strategy invests in equity securities of small cap companies globally. They look to create a portfolio of 40 to 60 long positions. Pacific View seeks to achieve superior risk adjusted returns over the long-term by investing in under-researched and overlooked small cap stocks. The firm seeks to out-perform the MSCI ACWI Small Cap Index by an average of 300 to 500 basis points on an annualized basis. The U.S. Small Cap Growth Strategy invests in small cap securities listed on U.S. exchanges. They look to create a portfolio of 50 – 90 positions with market capitalizations similar to the securities that make up the Russell 2000 Growth Index. The strategy seeks to outperform the Russell 2000 Growth Index by 400 basis points on an annualized basis. The U.S. Large Cap Growth Strategy invests in large cap securities listed on U.S. exchanges. Pacific View looks to create a portfolio of 35 to 65 positions with market capitalizations similar to the securities that make up the Russell 1000 Growth Index. The strategy seeks to outperform the Russell 1000 Growth Index by 300 basis points on an annualized basis. | Finance |
















