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Profil
Ms. Carole M.
Hersam, CFA, is Vice President & Portfolio Manager at Sentinel Asset Management, Inc.
Ms. Hersam was previously employed as a Principal by Acadia Trust, N.A. and a Principal by Loomis, Sayles & Co. LP.
She received her undergraduate degree from Mount Holyoke College and a graduate degree from Harvard University.
Anciens postes connus de Carole Mitchell Hersam
| Sociétés | Poste | Fin |
|---|---|---|
NLG Capital, Inc.
 NLG Capital, Inc. Investment ManagersFinance NLG Capital’s fixed income strategies incorporate sector allocation and security selection decisions to meet the income and capital preservation goals of the client. Based on an analysis of current market conditions and future expectations, the firm allocates to the fixed income sectors, maturities, and securities they believe offer the best relative value and balance between return and risk control within a particular strategy. In conjunction with establishing top-down asset allocation, yield curve and duration positioning, the investment team applies disciplined fundamental analysis to security selection. | Gestionnaire de Portefeuille-Actions | 29/05/2015 |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Corporate Officer/Principal | - |
Acadia Trust, N.A.
 Acadia Trust, N.A. Investment ManagersFinance Acadia Trust seeks to accommodate the range of investor preferences and, based on those preferences, manages portfolios that are exclusively value-oriented or incorporate a growth component. | Corporate Officer/Principal | - |
Formation de Carole Mitchell Hersam
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
34
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Finance |
Acadia Trust, N.A.
Acadia Trust, N.A. Investment ManagersFinance Acadia Trust seeks to accommodate the range of investor preferences and, based on those preferences, manages portfolios that are exclusively value-oriented or incorporate a growth component. | Finance |
NLG Capital, Inc.
NLG Capital, Inc. Investment ManagersFinance NLG Capital’s fixed income strategies incorporate sector allocation and security selection decisions to meet the income and capital preservation goals of the client. Based on an analysis of current market conditions and future expectations, the firm allocates to the fixed income sectors, maturities, and securities they believe offer the best relative value and balance between return and risk control within a particular strategy. In conjunction with establishing top-down asset allocation, yield curve and duration positioning, the investment team applies disciplined fundamental analysis to security selection. | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mount Holyoke College
 Mount Holyoke College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
