Profil
Mr. Scott F.
Klimo, CFA, is a Chief Investment Officer at Saturna Capital Corp.
He has over 30 years experience in the financial industry with the first several years of his career spent living and working in a variety of Asian countries and the past 20 years working as a senior analyst, research director and portfolio manager covering global equities.
Mr. Klimo was previously employed as a Head of Thai Research by Crosby Securities Ltd., a Senior International Analyst by Founders Asset Management LLC, an Associate Director by SBC Warburg, a Portfolio Manager & Research Director by Security Global Investors LLC, a Portfolio Manager by Security Investors LLC, a Research Director by SNCFE Ltd., and an Assistant Portfolio Manager by State of Wisconsin Investment Board.
He received his BA in Asian Studies from Hamilton College in Clinton, NY and also attended the Chinese University of Hong Kong and the Mandarin Training Center in Taipei, Taiwan.
He is a Chartered Financial Analyst.
Postes actifs de Scott Frederick Klimo
| Sociétés | Poste | Début |
|---|---|---|
Saturna Capital Corp.
Saturna Capital Corp. Investment ManagersFinance Saturna Capital is primarily a long-term investor that seeks to preserve and grow clients’ capital over time. They believe that for the long-term investor, equity securities are the best investment option, but they also recognize that bonds or cash equivalents may be better suited in certain situations. Therefore, the firm also offers advice on most securities commonly held in US investment accounts: domestic and foreign common and preferred stocks; government, corporate and municipal bonds; mutual funds; convertible securities; warrants; exchange-traded option contracts; and partnership interests. | Directeur en chef des Investissements | 01/04/2016 |
Anciens postes connus de Scott Frederick Klimo
| Sociétés | Poste | Fin |
|---|---|---|
Founders Asset Management LLC
Founders Asset Management LLC Investment ManagersFinance Founders Asset Management looks for companies that have potential for strong earnings growth that can be sustained through market cycles and changing economic conditions, and can combine these qualitative strengths with the business savvy needed to produce the kinds of compelling quantitative strengths that look sound on a firm's balance sheet. They do not limit themselves to certain markets or sectors. The firm conducts bottom-up research with the application of an in-depth process that entails a company-by-company analysis of business models and fundamentals. They prefer to focus exclusively on uncovering growth-oriented stocks, regardless of their sectors or geographical location. Founders Asset Management's stock selection process is organic; they monitor current holdings on a daily basis. They use price targets to assess companies' contributions to portfolio performance, making adjustments if necessary. Though not limited by sector, Founders Asset management tends to invest in the stocks of US large-cap companies in the retail, technology services, electronic technology and health services sectors. | Corporate Officer/Principal | 30/09/2001 |
SNCFE Ltd. | Corporate Officer/Principal | - |
State of Wisconsin Investment Board
State of Wisconsin Investment Board Investment ManagersFinance SWIB seeks to produce the long-term, stable asset growth needed to meet the current and future obligations of the Wisconsin Retirement System (WRS). The firm has developed a disciplined, prudent, and innovative investment strategy designed to weather a variety of economic environments and protect the members of the WRS from another major reduction, keep contributions stable, and generate reasonable returns. They manage their costs effectively and provide respectable returns by combining active and passive management of the trust funds. Funds in the WRS invests in a broad asset classes, such as stocks, bonds, real estate and other types of investments. | Corporate Officer/Principal | 30/11/1999 |
SBC Warburg
SBC Warburg Regional BanksFinance Foreign bank | Corporate Officer/Principal | 31/03/1998 |
Crosby Securities Ltd.
Crosby Securities Ltd. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 02/01/1989 |
Formation de Scott Frederick Klimo
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 | 9 |
|---|---|
State of Wisconsin Investment Board
State of Wisconsin Investment Board Investment ManagersFinance SWIB seeks to produce the long-term, stable asset growth needed to meet the current and future obligations of the Wisconsin Retirement System (WRS). The firm has developed a disciplined, prudent, and innovative investment strategy designed to weather a variety of economic environments and protect the members of the WRS from another major reduction, keep contributions stable, and generate reasonable returns. They manage their costs effectively and provide respectable returns by combining active and passive management of the trust funds. Funds in the WRS invests in a broad asset classes, such as stocks, bonds, real estate and other types of investments. | Finance |
Founders Asset Management LLC
Founders Asset Management LLC Investment ManagersFinance Founders Asset Management looks for companies that have potential for strong earnings growth that can be sustained through market cycles and changing economic conditions, and can combine these qualitative strengths with the business savvy needed to produce the kinds of compelling quantitative strengths that look sound on a firm's balance sheet. They do not limit themselves to certain markets or sectors. The firm conducts bottom-up research with the application of an in-depth process that entails a company-by-company analysis of business models and fundamentals. They prefer to focus exclusively on uncovering growth-oriented stocks, regardless of their sectors or geographical location. Founders Asset Management's stock selection process is organic; they monitor current holdings on a daily basis. They use price targets to assess companies' contributions to portfolio performance, making adjustments if necessary. Though not limited by sector, Founders Asset management tends to invest in the stocks of US large-cap companies in the retail, technology services, electronic technology and health services sectors. | Finance |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors seeks to achieve superior risk-adjusted returns through investments in domestic equities, global equities, fixed-income securities and alternative investments. The firm's domestic equity strategy follows a value-oriented approach and target companies where the stock price does not reflect their internal assessment of intrinsic value, based on their assessment of long-term fundamental expectations and/or risk profile. Their global equity strategy employs a bottom-up stock selection process in a global context. Security Investors fixed-income strategy focuses on the selection of issues based on both structure and credit. They employ top-down decision-making, fundamental analysis and rigorous management of credit risk. | Finance |
Hamilton College (New York)
Hamilton College (New York) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Saturna Capital Corp.
Saturna Capital Corp. Investment ManagersFinance Saturna Capital is primarily a long-term investor that seeks to preserve and grow clients’ capital over time. They believe that for the long-term investor, equity securities are the best investment option, but they also recognize that bonds or cash equivalents may be better suited in certain situations. Therefore, the firm also offers advice on most securities commonly held in US investment accounts: domestic and foreign common and preferred stocks; government, corporate and municipal bonds; mutual funds; convertible securities; warrants; exchange-traded option contracts; and partnership interests. | Finance |
SBC Warburg
SBC Warburg Regional BanksFinance Foreign bank | Finance |
Security Global Investors LLC
Security Global Investors LLC Investment ManagersFinance Security Global Investors seeks to deliver competitive risk-adjusted returns across a broad spectrum of investment strategies. They firm offers an array of services including fixed-income, domestic equity and global equity. They invest primarily in the stocks of mid-cap and large-cap companies in the finance, producer manufacturing, energy minerals, electronic technology and communications sectors. Security Global Investors invests primarily in the US, Europe and Asia | Finance |
SNCFE Ltd. | |
Crosby Securities Ltd.
Crosby Securities Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
















