Greg Michael Swenson
Analyst-Equity chez The Leuthold Group LLC (Investment Management)
Profil
Mr. Greg M.
Swenson, CFA, is a Senior Analyst at The Leuthold Group LLC and a Senior Research Analyst & Co-Portfolio Manager at The Leuthold Group LLC.
Along with his Portfolio Management duties, he is a key member of the team involved with the quantitative development and maintenance of the firm's global investment strategies, and the analysis of domestic securities.
He monitors and evaluates the quant factors employed for investment selection and dissects attribution of performance.
He joined Leuthold Weeden Capital Management in July of 2006.
Prior to this, he was a Consultant and Account Executive at FactSet Research Systems based in Chicago.
In that position, he oversaw a large base of investment firm/hedge fund clients, where he aided Analysts and Portfolio Managers in expanding the depth of their securities and portfolio analysis capabilities.
While at FactSet, he worked extensively with the Leuthold research team in the initial development of their global marketplace data analysis.
He graduated with honors from the University of Iowa with a Bachelor of Business Administration in Finance, and he is a CFA charter holder.
Postes actifs de Greg Michael Swenson
Sociétés | Poste | Début |
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The Leuthold Group LLC (Investment Management)
The Leuthold Group LLC (Investment Management) Investment ManagersFinance The Leuthold Group LLC (Investment Management), do-business-as Leuthold Weeden Capital Management (LWCM), is the SEC-registered investment management division of The Leuthold Group LLC headquartered in Minneapolis, Minnesota. The Leuthold Group was founded in 1981 as an independent investment research firm. In 1987, members of The Leuthold Group founded LWCM to provide investment advisory services. The firm is majority employee-owned. LWCM serves as an investment advisor to separately managed accounts, Leuthold mutual funds, Leuthold ETF and a private fund that offers to a wide range of clients, including individuals, trusts, foundations, charitable organizations, corporations, government entities, unions, limited partnerships, endowments, investment companies, and pension plans. | Analyst-Equity | 01/07/2006 |
The Leuthold Group LLC
The Leuthold Group LLC Investment ManagersFinance Founded in 1981, the Leuthold Group LLC is an independent research firm located in Minneapolis, Minnesota. The firm performs top-down, quantitative and contrarian institutional research. The firm focuses on market strategy, economic and group sector analysis. Their proprietary research includes technical and quantitative analysis, broad sector and industry group analysis, financial marketplace supply/demand dynamics, long-term historical valuation studies, as well as other types of market research. | Analyst-Equity | 01/07/2006 |
Anciens postes connus de Greg Michael Swenson
Sociétés | Poste | Fin |
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FACTSET RESEARCH SYSTEMS, INC. | Corporate Officer/Principal | - |
Formation de Greg Michael Swenson
University of Iowa | Undergraduate Degree |
Expériences
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Entreprises liées au 1er degré
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Sociétés cotées | 1 |
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FACTSET RESEARCH SYSTEMS, INC. | Technology Services |
Entreprise privées | 2 |
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The Leuthold Group LLC (Investment Management)
The Leuthold Group LLC (Investment Management) Investment ManagersFinance The Leuthold Group LLC (Investment Management), do-business-as Leuthold Weeden Capital Management (LWCM), is the SEC-registered investment management division of The Leuthold Group LLC headquartered in Minneapolis, Minnesota. The Leuthold Group was founded in 1981 as an independent investment research firm. In 1987, members of The Leuthold Group founded LWCM to provide investment advisory services. The firm is majority employee-owned. LWCM serves as an investment advisor to separately managed accounts, Leuthold mutual funds, Leuthold ETF and a private fund that offers to a wide range of clients, including individuals, trusts, foundations, charitable organizations, corporations, government entities, unions, limited partnerships, endowments, investment companies, and pension plans. | Finance |
The Leuthold Group LLC
The Leuthold Group LLC Investment ManagersFinance Founded in 1981, the Leuthold Group LLC is an independent research firm located in Minneapolis, Minnesota. The firm performs top-down, quantitative and contrarian institutional research. The firm focuses on market strategy, economic and group sector analysis. Their proprietary research includes technical and quantitative analysis, broad sector and industry group analysis, financial marketplace supply/demand dynamics, long-term historical valuation studies, as well as other types of market research. | Finance |