Profil
Mr. Brett Mawhiney, CFA, is an Equity Analyst at Confluence Investment Management LLC.
He is a member of Confluence’s Value Equities Investment Committee.
His primary areas of coverage are Health Care and Software Services.
He has over 13 years of equity research experience.
Prior to joining the firm in 2018, Mr. Mawhinery spent three years as an Equity Analyst at Rock Springs Capital in Baltimore, MD, a healthcare-dedicated hedge fund, where he was responsible for following healthcare services companies.
Preceding his tenure at Rock Springs, Mr. Mawhinery was an Associate Analyst at T.
Rowe Price, where he performed equity research and portfolio management support for the Media & Telecom Fund and the New Horizons Fund, a small-cap growth strategy.
He graduated from Vanderbilt University with a Bachelor of Arts in economics, with minors in corporate strategy and financial economics.
He is a CFA charter holder.
Postes actifs de Brett Mawhiney
| Sociétés | Poste | Début |
|---|---|---|
Confluence Investment Management LLC
Confluence Investment Management LLC Investment ManagersFinance Confluences’ investment philosophy is based upon independent, fundamental research that integrates evaluation of market cycles, macroeconomics and geopolitical analysis with their value-driven, company-specific approach. The firm’s investment process utilizes a top-down approach to identify investable sectors, coupled with bottom-up, security selection. | Analyst-Equity | 01/01/2018 |
Anciens postes connus de Brett Mawhiney
| Sociétés | Poste | Fin |
|---|---|---|
Rock Springs Capital Management LP
Rock Springs Capital Management LP Investment ManagersFinance Rock Springs’ funds aim to generate capital appreciation through investments in a combination of public and private securities of companies in healthcare and healthcare-related industries. The funds focus mostly on public equities, utilizing a long-term, research-intensive approach to investing. | Analyst-Equity | 01/05/2017 |
T. Rowe Price Associates, Inc. (IM)
T. Rowe Price Associates, Inc. (IM) Investment ManagersFinance Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer. | Analyst-Equity | - |
Formation de Brett Mawhiney
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
T. Rowe Price Associates, Inc. (IM)
T. Rowe Price Associates, Inc. (IM) Investment ManagersFinance Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer. | Finance |
Confluence Investment Management LLC
Confluence Investment Management LLC Investment ManagersFinance Confluences’ investment philosophy is based upon independent, fundamental research that integrates evaluation of market cycles, macroeconomics and geopolitical analysis with their value-driven, company-specific approach. The firm’s investment process utilizes a top-down approach to identify investable sectors, coupled with bottom-up, security selection. | Finance |
Vanderbilt University
Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rock Springs Capital Management LP
Rock Springs Capital Management LP Investment ManagersFinance Rock Springs’ funds aim to generate capital appreciation through investments in a combination of public and private securities of companies in healthcare and healthcare-related industries. The funds focus mostly on public equities, utilizing a long-term, research-intensive approach to investing. | Finance |
















