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Anne Umbarger Scruggs
Fondateur chez
MontVue Capital Management, Inc.
Profil
Ms. Anne M.
Umbarger is a Principal & Chief Investment Officer at MontVue Capital Management, Inc. She creates and manages custom diversified portfolios to meet the needs of MontVue’s clients.
Ms. Umbarger co-founded MontVue in 1999 after serving various roles at Davidson, Garrard & Goode.
She is a 1996 graduate of the University of Virginia’s McIntire School of Commerce earning a Bachelor of Science degree with concentrations in finance and management.
Postes actifs de Anne Umbarger Scruggs
| Sociétés | Poste | Début |
|---|---|---|
MontVue Capital Management, Inc.
 MontVue Capital Management, Inc. Investment ManagersFinance MontVue structures portfolios using domestic, as well as international equities combined with individual fixed-income securities. Supplementary instruments are readily available when additional diversification is needed. | Fondateur | 01/01/1999 |
Anciens postes connus de Anne Umbarger Scruggs
| Sociétés | Poste | Fin |
|---|---|---|
Davidson & Garrard, Inc.
 Davidson & Garrard, Inc. Investment ManagersFinance DG follows a long-term, value-oriented investment philosophy that attempts to avoid undue risk. They consider the quality and strength of a company's fundamentals as an essential element in discerning value. Their valuation analysis utilizes multiple methodologies to uncover stocks trading at price levels that provide meaningful appreciation potential. In addition to considering traditional value measures, they evaluate momentum factors and prefer companies that demonstrate positive earnings and price momentum. The firm utilizes fixed-income securities to provide current income and help reduce portfolio risk. DG employs a conservative fixed-income strategy that seeks to maximize returns while limiting credit and interest rate risks. As a rule, they invest only in U.S. Treasuries, government agencies and investment grade corporate or municipal bonds. Maturities are generally limited to a maximum of ten years. | Analyst-Equity | 30/09/2004 |
Formation de Anne Umbarger Scruggs
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Davidson & Garrard, Inc.
Davidson & Garrard, Inc. Investment ManagersFinance DG follows a long-term, value-oriented investment philosophy that attempts to avoid undue risk. They consider the quality and strength of a company's fundamentals as an essential element in discerning value. Their valuation analysis utilizes multiple methodologies to uncover stocks trading at price levels that provide meaningful appreciation potential. In addition to considering traditional value measures, they evaluate momentum factors and prefer companies that demonstrate positive earnings and price momentum. The firm utilizes fixed-income securities to provide current income and help reduce portfolio risk. DG employs a conservative fixed-income strategy that seeks to maximize returns while limiting credit and interest rate risks. As a rule, they invest only in U.S. Treasuries, government agencies and investment grade corporate or municipal bonds. Maturities are generally limited to a maximum of ten years. | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MontVue Capital Management, Inc.
MontVue Capital Management, Inc. Investment ManagersFinance MontVue structures portfolios using domestic, as well as international equities combined with individual fixed-income securities. Supplementary instruments are readily available when additional diversification is needed. | Finance |
