![Zoë Austin Vlachos](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Zoë Austin Vlachos
Compliance Officer chez
Adalta Capital Management LLC
Profil
Zoë Austin Vlachos currently works at Adalta Capital Management LLC, as Chief Compliance Officer & Member from 2016.
Ms. Vlachos also formerly worked at Beck, Mack & Oliver LLC, as Partner and Austin Investment Management, Inc., as Principal.
Ms. Vlachos received her undergraduate degree from Bryn Mawr College.
Postes actifs de Zoë Austin Vlachos
| Sociétés | Poste | Début |
|---|---|---|
Adalta Capital Management LLC
 Adalta Capital Management LLC Investment ManagersFinance Adalta seeks long-term capital appreciation for its clients by investing in securities of companies with sound, long-term fundamentals based on a long-only, value-driven investment discipline. The firm also seeks such appreciation through allocation to select third-party managers. Portfolio managers seek out companies that are financially strong and possess high quality assets and above average appreciation and/or growth potential. | Compliance Officer | 01/01/2016 |
Anciens postes connus de Zoë Austin Vlachos
| Sociétés | Poste | Fin |
|---|---|---|
Austin Investment Management, Inc.
 Austin Investment Management, Inc. Investment ManagersFinance Austin seeks to identify stocks which are selling below their long-term intrinsic value. They look to invest in companies that have strong finances and competent management in attractive, understandable businesses. They look for attractively priced issues with appropriate industry diversification. Securities are reviewed with particular attention given to their balance sheet, growth potential and ability to generate cash flow and to service and repay debt. Positions are usually held for at least 2 to 3 years and are sold when the price exceeds the estimate of long term intrinsic value or there is significant deterioration in financial strength. Austin also considers selling companies whose prospects are less attractive than other opportunities. Common stocks form the core of Austin's portfolios. This allows the total portfolio to grow and offsets the effects of inflation. Austin believes that common stocks that have achieved consistent dividend growth are better able to meet income requirements over the long term than fixed-income securities. In specific cases, fixed-income securities are purchased to provide for current income needs and to stabilize the overall volatility of the portfolio. Austin uses the same approach to managing the Austin Global Equity Fund as it does for private portfolios. The Fund seeks long term capital appreciation by investing primarily in common stocks with above average appreciation potential that are trading below intrinsic value. They rely on fundamental analysis to identify prospective companies. They believe global investing exposes the investor to a larger pool of attractive investments than just domestic investing. Austin's portfolio managers invest alongside clients and have significant holdings in the Fund. | Directeur des opérations | 08/04/2009 |
Beck, Mack & Oliver LLC
 Beck, Mack & Oliver LLC Investment ManagersFinance BM&O aims to preserve and grow the purchasing power of client capital by investing in the securities of corporations with sound, long-term fundamentals. The firm concentrates client capital into 20-25 businesses that a) generate economic returns far in excess of their costs of capital, b) are run by capable stewards with appropriate incentives, and c) trade at sensible prices. BM&O looks for high-quality growth companies trading at value prices. They are generalists with no interest in matching market or index sector exposures, though they closely monitor sector and related exposures as part of ongoing risk management. | Directeur des opérations | - |
Formation de Zoë Austin Vlachos
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Beck, Mack & Oliver LLC
Beck, Mack & Oliver LLC Investment ManagersFinance BM&O aims to preserve and grow the purchasing power of client capital by investing in the securities of corporations with sound, long-term fundamentals. The firm concentrates client capital into 20-25 businesses that a) generate economic returns far in excess of their costs of capital, b) are run by capable stewards with appropriate incentives, and c) trade at sensible prices. BM&O looks for high-quality growth companies trading at value prices. They are generalists with no interest in matching market or index sector exposures, though they closely monitor sector and related exposures as part of ongoing risk management. | Finance |
Austin Investment Management, Inc.
Austin Investment Management, Inc. Investment ManagersFinance Austin seeks to identify stocks which are selling below their long-term intrinsic value. They look to invest in companies that have strong finances and competent management in attractive, understandable businesses. They look for attractively priced issues with appropriate industry diversification. Securities are reviewed with particular attention given to their balance sheet, growth potential and ability to generate cash flow and to service and repay debt. Positions are usually held for at least 2 to 3 years and are sold when the price exceeds the estimate of long term intrinsic value or there is significant deterioration in financial strength. Austin also considers selling companies whose prospects are less attractive than other opportunities. Common stocks form the core of Austin's portfolios. This allows the total portfolio to grow and offsets the effects of inflation. Austin believes that common stocks that have achieved consistent dividend growth are better able to meet income requirements over the long term than fixed-income securities. In specific cases, fixed-income securities are purchased to provide for current income needs and to stabilize the overall volatility of the portfolio. Austin uses the same approach to managing the Austin Global Equity Fund as it does for private portfolios. The Fund seeks long term capital appreciation by investing primarily in common stocks with above average appreciation potential that are trading below intrinsic value. They rely on fundamental analysis to identify prospective companies. They believe global investing exposes the investor to a larger pool of attractive investments than just domestic investing. Austin's portfolio managers invest alongside clients and have significant holdings in the Fund. | Finance |
Bryn Mawr College
 Bryn Mawr College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Adalta Capital Management LLC
Adalta Capital Management LLC Investment ManagersFinance Adalta seeks long-term capital appreciation for its clients by investing in securities of companies with sound, long-term fundamentals based on a long-only, value-driven investment discipline. The firm also seeks such appreciation through allocation to select third-party managers. Portfolio managers seek out companies that are financially strong and possess high quality assets and above average appreciation and/or growth potential. | Finance |
