Pamela C. Dix

Corporate Officer/Principal bei

Salem Trust Co.

Finance

Miscellaneous

Consumer Services

Profil

Before joining Pennant Management in 2008, Ms. Dix served as Portfolio Manager for M & I Bank.
She has also served as Communication Specialist and has worked for Norwest Corp.
and Norcross Securities.
Ms. Dix received a BA from Ohio State University.
She has Series 7, 63 and 65 licenses.
She sits on the Board of Directors of the Greater Milwaukee Foundation's Women's Fund.

Aktive Positionen von Pamela C. Dix

Unternehmen	Position	Beginn
Salem Trust Co. Salem Trust Co. Investment Trusts/Mutual FundsMiscellaneous Operates an investment trust	Corporate Officer/Principal	01.01.2008

Alle aktiven Positionen von Pamela C. Dix

Ehemalige bekannte Positionen von Pamela C. Dix

Unternehmen	Position	Ende
Pennant Management, Inc. Pennant Management, Inc. Investment ManagersFinance Pennant Management employs a disciplined, flexible, global tactical asset allocation investment approach that is based on fundamental and technical analysis and seeks to meet each client's investment objectives regarding total return, risk tolerance, liquidity, time horizon and tax considerations. The firm also offers a variety of specialized and broad-based financial consulting services through their proprietary CFO a la Carte program. In general, the firm tends to invest in the stocks of US companies in the producer manufacturing, energy minerals, electronic technology, retail and technology services sectors. Pennant invests across all market-caps. Pennant's equity selection process utilizes market models that seek statistically significant valuation anomalies in the capital markets. They use ETFs and mutual funds to target specific asset classes, market sectors or geographic regions that exhibit noticeable value relative to the market. The firm seeks appropriate portfolio diversification while minimizing both explicit and implicit trading costs. The firm's fixed-income strategy focuses on active management of high quality short and intermediate bonds with average maturities of 1 to 5 years. Pennant addresses liquidity needs, ranging from one day to one year, with low volatility, highly liquid money market instruments including a proprietary Repurchase Agreement. Pennant's Alternative Equity strategy uses active management to achieve advantages over static asset allocation. The strategy is designed to make money when the market moves higher and to protect money when the market declines.	Portfolio Manager-Fixed Income	30.04.2011
M&I Bank of Madison M&I Bank of Madison Regional BanksFinance Provides banking services	Corporate Officer/Principal	31.12.2007
Greater Milwaukee Foundation, Inc. Greater Milwaukee Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Provides charitable services	Direktor/Vorstandsmitglied	-
Norcross Securities Norcross Securities Investment Banks/BrokersFinance Securities broker-dealer	Corporate Officer/Principal	-
Norwest Corp. (Minnesota) Norwest Corp. (Minnesota) Major BanksFinance National commercial bank	Corporate Officer/Principal	-

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Beziehungen

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Führungskräfte

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Unternehmensverbindungen

Private Unternehmen	8
Pennant Management, Inc. Pennant Management, Inc. Investment ManagersFinance Pennant Management employs a disciplined, flexible, global tactical asset allocation investment approach that is based on fundamental and technical analysis and seeks to meet each client's investment objectives regarding total return, risk tolerance, liquidity, time horizon and tax considerations. The firm also offers a variety of specialized and broad-based financial consulting services through their proprietary CFO a la Carte program. In general, the firm tends to invest in the stocks of US companies in the producer manufacturing, energy minerals, electronic technology, retail and technology services sectors. Pennant invests across all market-caps. Pennant's equity selection process utilizes market models that seek statistically significant valuation anomalies in the capital markets. They use ETFs and mutual funds to target specific asset classes, market sectors or geographic regions that exhibit noticeable value relative to the market. The firm seeks appropriate portfolio diversification while minimizing both explicit and implicit trading costs. The firm's fixed-income strategy focuses on active management of high quality short and intermediate bonds with average maturities of 1 to 5 years. Pennant addresses liquidity needs, ranging from one day to one year, with low volatility, highly liquid money market instruments including a proprietary Repurchase Agreement. Pennant's Alternative Equity strategy uses active management to achieve advantages over static asset allocation. The strategy is designed to make money when the market moves higher and to protect money when the market declines.	Finance
Norwest Corp. (Minnesota) Norwest Corp. (Minnesota) Major BanksFinance National commercial bank	Finance
GreatBanc Trust Co. (Investment Management) GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc-IM specializes in employee stock ownership plans (ESOPs). The firm’s wealth management strategies seek to preserve and enhance the wealth their clients. It offers customized strategies that consider each client's present and future financial goals, tax sensitivity, financial and non-financial objectives and risk tolerance. Their research-driven process is based on fundamental and technical analyses.	Finance
Norcross Securities Norcross Securities Investment Banks/BrokersFinance Securities broker-dealer	Finance
Salem Trust Co. Salem Trust Co. Investment Trusts/Mutual FundsMiscellaneous Operates an investment trust	Miscellaneous
The Ohio State University The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Greater Milwaukee Foundation, Inc. Greater Milwaukee Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Provides charitable services	Commercial Services
M&I Bank of Madison M&I Bank of Madison Regional BanksFinance Provides banking services	Finance