Profil
Mr. Brian G.
Lancaster, CFA, is a Partner & Co-Portfolio Manager at Clayton Partners LLC.
He started his investment career in 1994 as an analyst in the corporate finance department at Montgomery Securities.
He moved to institutional equity sales in 1995 and spent eight years consulting with investment managers for what became Banc of America Securities.
In 2003, He co-founded Castle Peak Asset Management, launched a low-volatility long/short strategy and co-managed the Castle Peak funds until he joined Clayton Partners in 2010.
He earned the Chartered Financial Analyst designation in 2000 and received a BS in Business Administration from University of California, Berkeley in 1994.
Postes actifs de Brian Guy Lancaster
| Sociétés | Poste | Début |
|---|---|---|
Clayton Partners LLC
Clayton Partners LLC Investment ManagersFinance Clayton seeks to maximize returns through investing and trading in securities. To achieve its investment objective, the firm employs a disciplined process of identifying and thoroughly assessing opportunities. They make long-term investments in quality businesses that it believes are priced below their intrinsic value. Clayton also uses short positions, arbitrage transactions and option strategies to attempt to capture additional returns and hedge its portfolio risk. The firm invests principally, but not solely, in equity and equity-related securities that are traded publicly in US and non-US markets. | Gestionnaire de Portefeuille-Actions | 01/01/2010 |
Formation de Brian Guy Lancaster
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Clayton Partners LLC
Clayton Partners LLC Investment ManagersFinance Clayton seeks to maximize returns through investing and trading in securities. To achieve its investment objective, the firm employs a disciplined process of identifying and thoroughly assessing opportunities. They make long-term investments in quality businesses that it believes are priced below their intrinsic value. Clayton also uses short positions, arbitrage transactions and option strategies to attempt to capture additional returns and hedge its portfolio risk. The firm invests principally, but not solely, in equity and equity-related securities that are traded publicly in US and non-US markets. | Finance |
University of California
University of California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















