Profil
Mr. Henry E.
Mehlman is a Portfolio Manager at Bright Rock Capital Management LLC and Investment Adviser at Rockland Trust Co.
Mr. Mehlman joined Rockland in September 2009.
Mr. Mehlman is the co-manager of the Bright Rock Mid-Cap Growth strategy and the Small-Cap Growth strategy.
Prior to joining the firm, he was a vice president at MFC Global Investment Management (U.S.), LLC and portfolio manager for the Small- and Mid-Cap growth strategies.
Mr. Mehlman's experience in equity portfolio management and research began in 1972.
He was a senior portfolio manager at The Colony Group, managing high net worth client portfolios.
Prior to that, he served as a director of research and portfolio manager at Congress Asset Management.
Prior to this, Mr. Mehlman spent 11 years at Fidelity Investments as a research analyst and portfolio manager.
He received his B.S.B.A. in 1968 and his J.D.
in 1971 from the University of Florida.
Mr. Mehlman is a member of the Florida Bar.
He is also a CFA charterholder.
Anciens postes connus de Henry Edwin Mehlman
| Sociétés | Poste | Fin |
|---|---|---|
Rockland Trust Co.
Rockland Trust Co. Investment ManagersFinance Rockland Trust aims to protect and build client’s wealth by focusing on minimizing downside risk through broad diversification. To strike the proper investment balance, the firm builds a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within client’s portfolio. They focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile. | Gestionnaire de Portefeuille-Actions | 23/09/2011 |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities. | Gestionnaire de Portefeuille-Actions | 30/08/2008 |
John Hancock Advisers, Inc.
John Hancock Advisers, Inc. Investment ManagersFinance Within each investment style, JHA employs a team approach to portfolio management. These teams have relative autonomy for making investment decisions within the strategies' objectives and client guidelines. Each investment team member specializes in an industry or group of industries. A bottom-up investment approach emphasizes detailed fundamental analysis. All portfolio managers perform research and contribute ideas, and the entire investment staff meets daily to exchange market perspectives and investment ideas. | Gestionnaire de Portefeuille-Actions | 31/12/2005 |
Bright Rock Capital Management LLC
Bright Rock Capital Management LLC Investment ManagersFinance BRCM may use one of the following methods of analysis when providing investment advice to their clients: fundamental analysis; quantitative analysis; and technical analysis. Their investment strategies include large-cap and mid-cap growth strategy. For large-cap, the firm’s team seeks to identify high-quality businesses by applying a disciplined and rigorous bottom-up fundamental research process in selecting investments. BRCM’s team utilizes a proprietary, multi-factor quality screening methodology to determine whether a company meets their team's criteria for inclusion in the quality universe. For mid-cap, the team seeks to identify companies with attractive earnings growth prospects. Investments are selected by applying our teams disciplined, bottom-up fundamental research process in selecting investments. | Gestionnaire de Portefeuille-Actions | - |
Congress Asset Management Co. LLP
Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset is a boutique asset manager focused on high quality equity and fixed income investing with a specialty in growth equities. The firm constructs high quality, high conviction, and high active share portfolios managed through a risk lens. They accomplish this through a disciplined, low turnover approach which emphasizes growth, profitability, franchise, and valuation. Congress Asset seeks to invest in companies with positive earnings growth, strong revenues, positive free cash flow, and sustainable margins, who demonstrate prudent use of leverage with shareholder conscious management teams. Their investment philosophy is to evaluate potential return per unit of risk using fundamental and relative valuations that employ a combination of top down and bottom-up techniques to deliver a consistent pattern of relative returns with minimal periods of underperformance. | Corporate Officer/Principal | - |
Formation de Henry Edwin Mehlman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
John Hancock Advisers, Inc.
John Hancock Advisers, Inc. Investment ManagersFinance Within each investment style, JHA employs a team approach to portfolio management. These teams have relative autonomy for making investment decisions within the strategies' objectives and client guidelines. Each investment team member specializes in an industry or group of industries. A bottom-up investment approach emphasizes detailed fundamental analysis. All portfolio managers perform research and contribute ideas, and the entire investment staff meets daily to exchange market perspectives and investment ideas. | Finance |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities. | Finance |
Congress Asset Management Co. LLP
Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset is a boutique asset manager focused on high quality equity and fixed income investing with a specialty in growth equities. The firm constructs high quality, high conviction, and high active share portfolios managed through a risk lens. They accomplish this through a disciplined, low turnover approach which emphasizes growth, profitability, franchise, and valuation. Congress Asset seeks to invest in companies with positive earnings growth, strong revenues, positive free cash flow, and sustainable margins, who demonstrate prudent use of leverage with shareholder conscious management teams. Their investment philosophy is to evaluate potential return per unit of risk using fundamental and relative valuations that employ a combination of top down and bottom-up techniques to deliver a consistent pattern of relative returns with minimal periods of underperformance. | Finance |
Focus Partners Wealth LLC
Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Finance |
Rockland Trust Co.
Rockland Trust Co. Investment ManagersFinance Rockland Trust aims to protect and build client’s wealth by focusing on minimizing downside risk through broad diversification. To strike the proper investment balance, the firm builds a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within client’s portfolio. They focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile. | Finance |
University of Florida
University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bright Rock Capital Management LLC
Bright Rock Capital Management LLC Investment ManagersFinance BRCM may use one of the following methods of analysis when providing investment advice to their clients: fundamental analysis; quantitative analysis; and technical analysis. Their investment strategies include large-cap and mid-cap growth strategy. For large-cap, the firm’s team seeks to identify high-quality businesses by applying a disciplined and rigorous bottom-up fundamental research process in selecting investments. BRCM’s team utilizes a proprietary, multi-factor quality screening methodology to determine whether a company meets their team's criteria for inclusion in the quality universe. For mid-cap, the team seeks to identify companies with attractive earnings growth prospects. Investments are selected by applying our teams disciplined, bottom-up fundamental research process in selecting investments. | Finance |
















