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John Middleton Beaver
Analyst-Festverzinsliche Wertpapiere bei
Congress Asset Management Co. LLP
Profil
Mr. John M.
Beaver, CFA MBA, is a Vice President & Portfolio Manager at Congress Asset Management Co. LLP.
He is a member of the firm's Investment Oversight, Fixed Income, and Small Cap Value Investment Committees.
Finally, he chairs the SMid Core Opportunity Investment Committee.
In his current role as Portfolio Manager, he performs economic analysis, fundamental research, security research, and portfolio analysis in order to develop investment ideas.
He has over 25 years of investment experience, primarily focused in the area of fixed income research or credit analysis.
Prior to joining Congress, Mr. Beaver held analyst positions at Fidelity Investments and Massachusetts Financial Services Co.
He received his BA degree from Colby College and an MBA from Babson College.
He is a CFA charter holder and a member of the CFA Society Boston and the CFA Institute.
Aktive Positionen von John Middleton Beaver
| Unternehmen | Position | Beginn |
|---|---|---|
Congress Asset Management Co. LLP
 Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset is a boutique asset manager focused on high quality equity and fixed income investing with a specialty in growth equities. The firm constructs high quality, high conviction, and high active share portfolios managed through a risk lens. They accomplish this through a disciplined, low turnover approach which emphasizes growth, profitability, franchise, and valuation. Congress Asset seeks to invest in companies with positive earnings growth, strong revenues, positive free cash flow, and sustainable margins, who demonstrate prudent use of leverage with shareholder conscious management teams. Their investment philosophy is to evaluate potential return per unit of risk using fundamental and relative valuations that employ a combination of top down and bottom-up techniques to deliver a consistent pattern of relative returns with minimal periods of underperformance. | Analyst-Festverzinsliche Wertpapiere | 01.06.2002 |
Ehemalige bekannte Positionen von John Middleton Beaver
| Unternehmen | Position | Ende |
|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Analyst-Festverzinsliche Wertpapiere | 01.01.2002 |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Analyst-Festverzinsliche Wertpapiere | 01.07.1996 |
Ausbildung von John Middleton Beaver
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
56
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Finance |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
Congress Asset Management Co. LLP
Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset is a boutique asset manager focused on high quality equity and fixed income investing with a specialty in growth equities. The firm constructs high quality, high conviction, and high active share portfolios managed through a risk lens. They accomplish this through a disciplined, low turnover approach which emphasizes growth, profitability, franchise, and valuation. Congress Asset seeks to invest in companies with positive earnings growth, strong revenues, positive free cash flow, and sustainable margins, who demonstrate prudent use of leverage with shareholder conscious management teams. Their investment philosophy is to evaluate potential return per unit of risk using fundamental and relative valuations that employ a combination of top down and bottom-up techniques to deliver a consistent pattern of relative returns with minimal periods of underperformance. | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Colby College
 Colby College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
