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Profil
Mr. Derek J.
Pawlak is a Portfolio Manager & Senior Research Analyst of OCI since July 18, 2022.
Mr. Pawlak was a Portfolio Manager with Geneva Capital Management from April 2007 to July 2022.
From November 2002 to April 2007, He was a Portfolio Manager with Ziegler Capital Management.
He was a Portfolio Manager for Heartland Advisors from February 1998 to November 2002.
He earned an MBA at Marquette University in 1994.
He received a Bachelor of Science - Accounting from Carroll University in 1992 and a BBA – Finance from the University of Wisconsin-Milwaukee in 1984.
Postes actifs de Derek Joseph Pawlak
| Sociétés | Poste | Début |
|---|---|---|
Oarsman Capital, Inc.
 Oarsman Capital, Inc. Investment ManagersFinance OCT is an active manager that invests client assets in stocks with the intention of holding them for an extended period of time; accordingly, portfolio turnover is expected to be relatively low. | Analyst-Equity | 18/07/2022 |
Anciens postes connus de Derek Joseph Pawlak
| Sociétés | Poste | Fin |
|---|---|---|
Geneva Capital Management LLC
 Geneva Capital Management LLC Investment ManagersFinance Geneva seeks long-term capital appreciation by investing in high-quality US small- and mid-cap growth companies. The firm believes investing in proven, high-quality companies leads to competitive returns with below-average risk over the market cycle. They engage in fundamental analysis to identify these companies through a single focused approach. | Analyst-Equity | 01/07/2022 |
Heartland Advisors, Inc.
 Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors is an active, value-based investor that aims to provide superior risk-adjusted returns and limit downside participation. The firm looks for under-researched, under-followed and under-valued securities for well-managed companies with strong balance sheets. They typically sell securities when they consider them to be overvalued relative to other investments. Portfolio managers and research analysts work side-by-side to apply a bottom-up approach that combines traditional fundamental analysis. | Gestionnaire de Portefeuille-Actions | 31/12/2001 |
Ziegler Capital Management LLC (Old)
 Ziegler Capital Management LLC (Old) Investment ManagersFinance Ziegler Capital Management is a large-cap US growth investor. Their funds seek a total return from dividends and capital gains that, before deducting the operating expenses, exceed the total return of the benchmark indices. They invest in common stocks that approximately parallel the composition of the indexes but do not intend to replicate the indexes at all times. Ziegler may overweight particular sectors that they believe offer attractive growth potential. The firm relies heavily on Wall Street research. They will sell a stock when there is deterioration in fundamentals. Their research employs both quantitative and behavioral finance methods. Ziegler tends to invest in the stocks of mid-cap and large-cap companies in the electronic technology, technology services and health technology sectors. The firm maintains a low turnover rate. | Portfolio Manager-Fixed Income | 31/12/2006 |
Formation de Derek Joseph Pawlak
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Heartland Advisors, Inc.
Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors is an active, value-based investor that aims to provide superior risk-adjusted returns and limit downside participation. The firm looks for under-researched, under-followed and under-valued securities for well-managed companies with strong balance sheets. They typically sell securities when they consider them to be overvalued relative to other investments. Portfolio managers and research analysts work side-by-side to apply a bottom-up approach that combines traditional fundamental analysis. | Finance |
Geneva Capital Management LLC
Geneva Capital Management LLC Investment ManagersFinance Geneva seeks long-term capital appreciation by investing in high-quality US small- and mid-cap growth companies. The firm believes investing in proven, high-quality companies leads to competitive returns with below-average risk over the market cycle. They engage in fundamental analysis to identify these companies through a single focused approach. | Finance |
Ziegler Capital Management LLC (Old)
Ziegler Capital Management LLC (Old) Investment ManagersFinance Ziegler Capital Management is a large-cap US growth investor. Their funds seek a total return from dividends and capital gains that, before deducting the operating expenses, exceed the total return of the benchmark indices. They invest in common stocks that approximately parallel the composition of the indexes but do not intend to replicate the indexes at all times. Ziegler may overweight particular sectors that they believe offer attractive growth potential. The firm relies heavily on Wall Street research. They will sell a stock when there is deterioration in fundamentals. Their research employs both quantitative and behavioral finance methods. Ziegler tends to invest in the stocks of mid-cap and large-cap companies in the electronic technology, technology services and health technology sectors. The firm maintains a low turnover rate. | Finance |
Oarsman Capital, Inc.
Oarsman Capital, Inc. Investment ManagersFinance OCT is an active manager that invests client assets in stocks with the intention of holding them for an extended period of time; accordingly, portfolio turnover is expected to be relatively low. | Finance |
Carroll College (Montana)
 Carroll College (Montana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marquette University
 Marquette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
