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Profil
Mr. Michael F.
Jolin, CFA MBA, is Vice President & Portfolio Manager at Heartland Advisors, Inc. He has over 14 years of industry experience.
Mr. Jolin returned to Heartland in May 2015 after having served as Co–Portfolio Manager of the International Small Cap Value Strategy at the investment advisory firm DePrince, Race & Zollo, Inc. He originally joined Heartland in 2008 as a Research Analyst and was named to the International Value Fund Team at its inception in 2010.
Previously, he worked in several positions at Banc One Investment Advisors, including Associate Analyst, and he taught as an Adjunct Professor of International Investments at the University of Wisconsin–Milwaukee.
He received his undergraduate degree from Wright State University (Ohio) and an MBA from the University of Wisconsin.
Anciens postes connus de Michael Francis Jolin
| Sociétés | Poste | Fin |
|---|---|---|
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 | 16/08/2018 |
DePrince, Race & Zollo, Inc.
 DePrince, Race & Zollo, Inc. Investment ManagersFinance DRZ follows a value income methodology with all of its value-income strategies. This value income philosophy is based on a belief that undervalued stocks with an above-average dividend yield and the existence of an imminent fundamental catalyst provide the opportunity for increased total returns with reduced volatility. Investments are selected based on three criteria: (1) low long-term relative valuation, (2) above average dividend yield, and (3) the existence of an imminent fundamental catalyst. The firm employs bottom-up stock selection process. Client portfolios are actively managed and are generally invested in equities subject to the investment strategy, objective selected and any investment restrictions or guidelines imposed by the client. DRZ sells a stock if the yield falls below the acceptable limit, relative price target has been achieved, and the company is not performing as expected or if the sector or country begins to look less favorable. | Analyst-Equity | 01/05/2015 |
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. | Analyst-Equity | - |
Formation de Michael Francis Jolin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
DePrince, Race & Zollo, Inc.
DePrince, Race & Zollo, Inc. Investment ManagersFinance DRZ follows a value income methodology with all of its value-income strategies. This value income philosophy is based on a belief that undervalued stocks with an above-average dividend yield and the existence of an imminent fundamental catalyst provide the opportunity for increased total returns with reduced volatility. Investments are selected based on three criteria: (1) low long-term relative valuation, (2) above average dividend yield, and (3) the existence of an imminent fundamental catalyst. The firm employs bottom-up stock selection process. Client portfolios are actively managed and are generally invested in equities subject to the investment strategy, objective selected and any investment restrictions or guidelines imposed by the client. DRZ sells a stock if the yield falls below the acceptable limit, relative price target has been achieved, and the company is not performing as expected or if the sector or country begins to look less favorable. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wright State University (Ohio)
 Wright State University (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
