Description
QUALIFICATION SUMMARY A seasoned value investor with diverse industry and geography experience and a consistent history of superior investment performance PROFESSIONAL CREDENTIALS Eaton Vance Investment Management/Fox Asset Management, Boston, MA 2012 - Present VP - Equity Portfolio Manager Eaton Vance * Co-manager of EV Global Small Cap Fund, a new product launch. PM responsibility for US portion of the fund with research support from a six member team of analysts. * Outperformed the analyst fund on which the US portion was based by over 400 basis points and the index by over 100 basis points from inception in July through year end. * Research responsibility for European financials. * Key stocks included: VNTV at $41, CASH at $42, PAG at $31 VP - Equity Portfolio Manager Fox Asset Management * Co-manage Large Cap Value and Small Cap Value Products at Fox Asset Management. * Research responsibility for all financial stocks. * Stock selection outperformed S&P 500 on average by 12.2 percentage points (simple arithmetic average). * Key stocks included: NVR at $844, FDEF at $17, EGBN at $20 Brown Advisory / ABIM, Baltimore, MD 2001 - 2012 Partner - Portfolio Manager & Analyst * Managed $500mm Communications Fund improved fund performance to top quintile (inherited bottom quintile performance at time of assignment) * Managed $500mm Flexible Value product with decades-long history of outperformance of S&P 500 * Key stock recommendations included: MA at $3.90, AMX at $11.50, AMT at $7.50 and PRU at $27
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