Profil
Sarah Monaco is currently working as an Associate at CFA Society of the UK and as a Member at CFA Institute (United Kingdom).
Previously, she worked as an Investment Manager at The Scottish Investment Trust Plc and The Scottish Investment Trust Plc (Invt Mgmt) from 2000 to 2021.
She has a graduate degree from The University of Edinburgh and The University of Stirling.
Aktive Positionen von Sarah Monaco
| Unternehmen | Position | Beginn |
|---|---|---|
CFA Society of the UK
CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services Operates as a association of investment professionals | Corporate Officer/Principal | - |
CFA Institute (United Kingdom)
CFA Institute (United Kingdom) Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
Ehemalige bekannte Positionen von Sarah Monaco
| Unternehmen | Position | Ende |
|---|---|---|
The Scottish Investment Trust Plc (Invt Mgmt)
The Scottish Investment Trust Plc (Invt Mgmt) Investment ManagersFinance SIT IM is an active manager which aims to provide steady capital and income growth while prudently spreading investment risk by constructing a diversified portfolio of international equities in established stock markets worldwide. Their main objective is to achieve dividend growth ahead of UK inflation and occasionally will resort to prudent use of borrowed money to enhance performance in rising markets. They prefer to retain a flexible investment approach and do not favor a particular investment style. The firm utilizes a fully integrated global market approach to focus primarily on bottom-up selection and bases their investment decisions on fundamental analysis. They then select undervalued, well-managed companies which are generating good and/or improving profitability. They construct a diversified equity portfolio and invest across international equities, seeking to reduce risk by spreading investments over companies and sectors worldwide. | Portfolio Manager-Aktien | 01.02.2021 |
| SCOTTISH INVESTMENT TRUST | Chief Investment Officer | - |
Ausbildung von Sarah Monaco
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
The Scottish Investment Trust Plc
The Scottish Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
The University of Edinburgh
The University of Edinburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Stirling
The University of Stirling Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Society of the UK
CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services Operates as a association of investment professionals | Commercial Services |
The Scottish Investment Trust Plc (Invt Mgmt)
The Scottish Investment Trust Plc (Invt Mgmt) Investment ManagersFinance SIT IM is an active manager which aims to provide steady capital and income growth while prudently spreading investment risk by constructing a diversified portfolio of international equities in established stock markets worldwide. Their main objective is to achieve dividend growth ahead of UK inflation and occasionally will resort to prudent use of borrowed money to enhance performance in rising markets. They prefer to retain a flexible investment approach and do not favor a particular investment style. The firm utilizes a fully integrated global market approach to focus primarily on bottom-up selection and bases their investment decisions on fundamental analysis. They then select undervalued, well-managed companies which are generating good and/or improving profitability. They construct a diversified equity portfolio and invest across international equities, seeking to reduce risk by spreading investments over companies and sectors worldwide. | Finance |
CFA Institute (United Kingdom)
CFA Institute (United Kingdom) Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
















