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Profil
Mr. Warren M.
Gump is an Equity Analyst at A. Montag & Associates, Inc since January 2014.
Mr. Gump worked at TAMRO Capital Partners LLC, TAMRO Capital Partners LLC, Schroder & Co., Inc., and The Motley Fool Holdings, Inc.
Mr. Gump received a BS in Business Administration from the University of Washington and an MBA from Emory University.
He is a Chartered Financial Analyst.
Anciens postes connus de Warren Miller Gump
| Sociétés | Poste | Fin |
|---|---|---|
A. Montag & Associates, Inc.
 A. Montag & Associates, Inc. Investment ManagersFinance MONTAG generally selects individual common stocks, mutual funds, ETFs and various taxable and tax-exempt fixed income investments for their clients' portfolios. The firm's approach seeks to balance clients' objectives for asset preservation and growth with their income needs and tolerance for risk. | Analyst-Equity | 01/06/2015 |
TAMRO Capital Partners LLC
 TAMRO Capital Partners LLC Investment ManagersFinance TAMRO Capital Partners specializes in the management of core equities. The firm offers three investment strategies: US Small Cap, International Small Cap and US Diversified Equity. They employ an opportunistic, bottom-up investment process designed to produce superior performance regardless of the market environment and popular investment trends. TAMRO's objective is to outperform the market over a full investment cycle. The firm's investment philosophy is characterized by three main tenants. TAMRO invests in companies that possess a sustainable competitive advantage. They widen the scope of opportunistic investing by focusing on "leaders, laggards and innovators," rather than just growth or value. Typically, each new position must have at least a 3:1 upside-reward to downside-risk ratio, as calculated by TAMRO using various valuation metrics. TAMRO's bottom-up research effort results in domestic portfolios of around 50-70 equity securities representing their best investment ideas. To ensure diversification, limits are set for how much TAMRO can overweight or underweight industry sectors versus the benchmark. Average domestic position sizes are 1.5%-2% of the portfolio. TAMRO's International Small Cap strategy typically holds 40-60 publicly listed stocks of companies based outside the US and may hold up to 40% in emerging markets. Average international position sizes are 1.5%-2.5% of the portfolio. TAMRO’s Diversified Equity strategy is an opportunistic core strategy holding primarily large cap stocks, with the ability to make select investments in small- to mid-sized stocks. | Analyst-Equity | 01/04/2005 |
Schroder & Co., Inc.
 Schroder & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/09/2000 |
The Motley Fool Holdings, Inc.
 The Motley Fool Holdings, Inc. Investment ManagersFinance Operates as a multimedia financial services company that provides websites, books, newspaper columns, TV appearances and newsletters solutions | Corporate Officer/Principal | - |
TAMRO Capital Partners LLC
TAMRO Capital Partners LLC Investment ManagersFinance TAMRO Capital Partners specializes in the management of core equities. The firm offers three investment strategies: US Small Cap, International Small Cap and US Diversified Equity. They employ an opportunistic, bottom-up investment process designed to produce superior performance regardless of the market environment and popular investment trends. TAMRO's objective is to outperform the market over a full investment cycle. The firm's investment philosophy is characterized by three main tenants. TAMRO invests in companies that possess a sustainable competitive advantage. They widen the scope of opportunistic investing by focusing on "leaders, laggards and innovators," rather than just growth or value. Typically, each new position must have at least a 3:1 upside-reward to downside-risk ratio, as calculated by TAMRO using various valuation metrics. TAMRO's bottom-up research effort results in domestic portfolios of around 50-70 equity securities representing their best investment ideas. To ensure diversification, limits are set for how much TAMRO can overweight or underweight industry sectors versus the benchmark. Average domestic position sizes are 1.5%-2% of the portfolio. TAMRO's International Small Cap strategy typically holds 40-60 publicly listed stocks of companies based outside the US and may hold up to 40% in emerging markets. Average international position sizes are 1.5%-2.5% of the portfolio. TAMRO’s Diversified Equity strategy is an opportunistic core strategy holding primarily large cap stocks, with the ability to make select investments in small- to mid-sized stocks. | Analyst-Equity | - |
Formation de Warren Miller Gump
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
33
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Schroder & Co., Inc.
Schroder & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance MONTAG generally selects individual common stocks, mutual funds, ETFs and various taxable and tax-exempt fixed income investments for their clients' portfolios. The firm's approach seeks to balance clients' objectives for asset preservation and growth with their income needs and tolerance for risk. | Finance |
TAMRO Capital Partners LLC
TAMRO Capital Partners LLC Investment ManagersFinance TAMRO Capital Partners specializes in the management of core equities. The firm offers three investment strategies: US Small Cap, International Small Cap and US Diversified Equity. They employ an opportunistic, bottom-up investment process designed to produce superior performance regardless of the market environment and popular investment trends. TAMRO's objective is to outperform the market over a full investment cycle. The firm's investment philosophy is characterized by three main tenants. TAMRO invests in companies that possess a sustainable competitive advantage. They widen the scope of opportunistic investing by focusing on "leaders, laggards and innovators," rather than just growth or value. Typically, each new position must have at least a 3:1 upside-reward to downside-risk ratio, as calculated by TAMRO using various valuation metrics. TAMRO's bottom-up research effort results in domestic portfolios of around 50-70 equity securities representing their best investment ideas. To ensure diversification, limits are set for how much TAMRO can overweight or underweight industry sectors versus the benchmark. Average domestic position sizes are 1.5%-2% of the portfolio. TAMRO's International Small Cap strategy typically holds 40-60 publicly listed stocks of companies based outside the US and may hold up to 40% in emerging markets. Average international position sizes are 1.5%-2.5% of the portfolio. TAMRO’s Diversified Equity strategy is an opportunistic core strategy holding primarily large cap stocks, with the ability to make select investments in small- to mid-sized stocks. | Finance |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Emory University
 Emory University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Motley Fool Holdings, Inc.
The Motley Fool Holdings, Inc. Investment ManagersFinance Operates as a multimedia financial services company that provides websites, books, newspaper columns, TV appearances and newsletters solutions | Finance |
