Profil
Ms. Phoebe V.
Kaylor is a Research Analyst at Winslow Asset Management, Inc. She re-joined Winslow Asset Management, Inc. in 2008 after working at the firm from 2002-2005.
Prior to working at Winslow, she was a Vice President at Lehman Brother in New York working in Fixed Income Research and Sales.
From 1990 through 1993, she worked at KPMG Peat Marwick in Valuations and Corporate Finance.
Ms. Kaylor earned her BA from Trinity College in Hartford, Connecticut and her MBA from Columbia University.
Anciens postes connus de Phoebe Vandusen Sylvester Kaylor
| Sociétés | Poste | Fin |
|---|---|---|
Winslow Asset Management, Inc.
Winslow Asset Management, Inc. Investment ManagersFinance Winslow is a long-only equity and fixed income manager that utilizes qualitative, quantitative and technical analysis in evaluating securities. The firm purchases small, mid and large-cap stocks, as well as corporate, municipal and government bonds. Companies are sold when the position size becomes too large, financial metrics are no longer attractive, price targets have been met, business fundamentals have changed or a better investment idea is identified. In addition, their stocks have been taken over by larger companies or Private Equity firms. | Analyst-Fixed Income | 31/12/2004 |
Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance For active fixed-income, LBAM's decision-making process incorporates controlled duration decisions, sector decisions, and individual issue valuation decisions. They base interest rate and sector-related investment decisions on our economic growth forecast. The firm uses risk exposure analysis and risk budgeting models to quantify and manage risks associated with strategies that they design to add value relative to the benchmark index. Individual issue selections result from internal research generated by research specialists. They diversify holdings to reduce credit exposure to individual issuers. Eligible investments for core strategies include US dollar denominated investment-grade securities; for core plus strategies the universe of securities expands to include high yield. For passive bond indexing, LBAM seeks to take advantage of risk premiums as they are reflected in individual security prices. These premiums offer compensation for accepting credit and structure risks associated with individual issues. Explicit quantification and control of risks are at the heart of this investment process. The firm uses proprietary risk exposure analysis to analyze yield curve factors and spread-related factors. For each yield curve and spread factor, the portfolio is very closely matched to the index to ensure that the portfolio earns the same return as the index for any change in interest rates or change in sector spreads. Based on internally generated research, they integrate individual issue selections into the portfolio without disrupting the integrity of the portfolio structure. Holdings are diversified to reduce credit exposure to individual issuers. Eligible investments include securities included in the index, plus those that are their equivalents in terms of credit and structure risks. LBAM's high yield bond management decision-making process begins with a macro-economic framework for determining the appropriate portfolio structure according to defensive versus cyclical industries and appropriate quality orientation (between high BB to low B). Once they have established the overall structure, the firm determines specific industry weights and individual issuer selections. Their research analysts focus on identifying securities that exhibit improving credit fundamentals while avoiding those that experience deterioration in their credit quality. LBAM diversifies holdings to reduce credit exposure to individual issuers. Eligible investments include dollar denominated bonds rated below investment-grade including Rule 144A securities and the full range of structures such as pay-in-kind bonds, interest reset bonds and other instruments that are consistent with high yield investing. | Corporate Officer/Principal | 31/12/2001 |
KPMG Peat Marwick LLP
KPMG Peat Marwick LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | 31/12/1992 |
Winslow Asset Management, Inc.
Winslow Asset Management, Inc. Investment ManagersFinance Winslow is a long-only equity and fixed income manager that utilizes qualitative, quantitative and technical analysis in evaluating securities. The firm purchases small, mid and large-cap stocks, as well as corporate, municipal and government bonds. Companies are sold when the position size becomes too large, financial metrics are no longer attractive, price targets have been met, business fundamentals have changed or a better investment idea is identified. In addition, their stocks have been taken over by larger companies or Private Equity firms. | Analyst-Equity | - |
Formation de Phoebe Vandusen Sylvester Kaylor
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance For active fixed-income, LBAM's decision-making process incorporates controlled duration decisions, sector decisions, and individual issue valuation decisions. They base interest rate and sector-related investment decisions on our economic growth forecast. The firm uses risk exposure analysis and risk budgeting models to quantify and manage risks associated with strategies that they design to add value relative to the benchmark index. Individual issue selections result from internal research generated by research specialists. They diversify holdings to reduce credit exposure to individual issuers. Eligible investments for core strategies include US dollar denominated investment-grade securities; for core plus strategies the universe of securities expands to include high yield. For passive bond indexing, LBAM seeks to take advantage of risk premiums as they are reflected in individual security prices. These premiums offer compensation for accepting credit and structure risks associated with individual issues. Explicit quantification and control of risks are at the heart of this investment process. The firm uses proprietary risk exposure analysis to analyze yield curve factors and spread-related factors. For each yield curve and spread factor, the portfolio is very closely matched to the index to ensure that the portfolio earns the same return as the index for any change in interest rates or change in sector spreads. Based on internally generated research, they integrate individual issue selections into the portfolio without disrupting the integrity of the portfolio structure. Holdings are diversified to reduce credit exposure to individual issuers. Eligible investments include securities included in the index, plus those that are their equivalents in terms of credit and structure risks. LBAM's high yield bond management decision-making process begins with a macro-economic framework for determining the appropriate portfolio structure according to defensive versus cyclical industries and appropriate quality orientation (between high BB to low B). Once they have established the overall structure, the firm determines specific industry weights and individual issuer selections. Their research analysts focus on identifying securities that exhibit improving credit fundamentals while avoiding those that experience deterioration in their credit quality. LBAM diversifies holdings to reduce credit exposure to individual issuers. Eligible investments include dollar denominated bonds rated below investment-grade including Rule 144A securities and the full range of structures such as pay-in-kind bonds, interest reset bonds and other instruments that are consistent with high yield investing. | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
KPMG Peat Marwick LLP
KPMG Peat Marwick LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Winslow Asset Management, Inc.
Winslow Asset Management, Inc. Investment ManagersFinance Winslow is a long-only equity and fixed income manager that utilizes qualitative, quantitative and technical analysis in evaluating securities. The firm purchases small, mid and large-cap stocks, as well as corporate, municipal and government bonds. Companies are sold when the position size becomes too large, financial metrics are no longer attractive, price targets have been met, business fundamentals have changed or a better investment idea is identified. In addition, their stocks have been taken over by larger companies or Private Equity firms. | Finance |
University of Hartford
University of Hartford Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















