Profil
Mark joined Mellon Equity Associates, LLP in 1996.
Mark manages a variety of client portfolios, primarily invested in large and small-cap value and small-cap core equity products, His analytical experience has helped him in the successful application of disciplined investment approaches.
Mark is a strong contributor to the evolution of the Mellon Equity investment process, and he was instrumental to the development of the firm’s small-cap equity products.
Before moving to Pittsburgh, Mark was a financial analyst at Northeast Utilities where he handled various corporate treasury projects including bond refinancing and investment evaluations.
Previously, he applied his analytical skills as an engineer for Connecticut Light & Power, designing electric distribution schemes.
Mark currently teaches a portfolio management class at the Katz Graduate School of Business at the University of Pittsburgh, a class he has presented annually since 1997.
He is a member of the Pittsburgh Society of Financial Analysts, and the Association for Investment Management and Research.
Mark earned his BS in electrical engineering from Duke University, and earned an MBA in finance from the University of Bridgeport.
Anciens postes connus de Mark W. Sikorski
| Sociétés | Poste | Fin |
|---|---|---|
Mellon Equity Associates LLP
Mellon Equity Associates LLP Investment ManagersFinance MEA specializes in active, structured U.S. equity and balanced fund management. The firm's proprietary equity investment process capitalizes on an ability to identify and weight the fundamental characteristics driving equity returns and build diversified portfolios with strong exposure to the rewarded characteristics. They mitigate other unintended risks through benchmark-driven portfolio construction. Balanced portfolios include a mix of stocks and bonds, opportunistically tilted using a proprietary asset allocation process that detects meaningful valuation differences between equities and fixed income. The firm's process incorporates fundamentally based quantitative analysis with focused qualitative reviews and strict risk-control guidelines. | Analyst-Equity | 01/05/2005 |
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| Entreprise privées | 1 |
|---|---|
Mellon Equity Associates LLP
Mellon Equity Associates LLP Investment ManagersFinance MEA specializes in active, structured U.S. equity and balanced fund management. The firm's proprietary equity investment process capitalizes on an ability to identify and weight the fundamental characteristics driving equity returns and build diversified portfolios with strong exposure to the rewarded characteristics. They mitigate other unintended risks through benchmark-driven portfolio construction. Balanced portfolios include a mix of stocks and bonds, opportunistically tilted using a proprietary asset allocation process that detects meaningful valuation differences between equities and fixed income. The firm's process incorporates fundamentally based quantitative analysis with focused qualitative reviews and strict risk-control guidelines. | Finance |
















