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Steven Hadley Wortman
Gestionnaire de Portefeuille-Actions chez
Lord, Abbett & Co. LLC
Profil
Mr. Steven H.
Wortman is a Portfolio Manager at Lord, Abbett & Co. LLC.
He is a member of the Innovation Growth Equity team and is responsible for contributing to the management of the firm’s micro cap growth strategy.
Mr. Wortman rejoined Lord Abbett in 2016.
Prior to his current role, he served as Research Analyst for the Innovation Growth team.
Mr. Wortman's previous experience includes serving as Managing Director at Greenhouse Funds; Managing Director, Research Analyst at Barings LLC (fka Babson Capital Management); Hedge Fund Analyst at Wynnefield Capital; Senior Equity Research Analyst at Sidoti & Company, LLC; Equity Research Analyst at Schroder & Company; and Commercial Loan Associate at Suntrust Bank.
He has worked in the financial services industry since 1996.
He earned a BS in finance from the University of Florida.
Postes actifs de Steven Hadley Wortman
| Sociétés | Poste | Début |
|---|---|---|
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Anciens postes connus de Steven Hadley Wortman
| Sociétés | Poste | Fin |
|---|---|---|
Greenhouse Funds LLLP
 Greenhouse Funds LLLP Investment ManagersFinance Greenhouse Funds seeks to generate superior risk-adjusted returns over the long-term by making long/short equity investments with a focus on domestic small and medium-cap companies. The firm aims to consistently generate wealth on behalf of clients with lower volatility and relatively low correlation to the broader equity market while mitigating the risk of capital loss in challenging markets. They believe in bottom-up research and fundamental rigor in analyzing businesses. | Corporate Officer/Principal | 01/01/2016 |
Lord, Abbett & Co. LLC
Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research. | Analyst-Equity | 01/01/2014 |
Barings LLC
 Barings LLC Investment ManagersFinance Barings? investment decisions across all asset classes incorporate a comprehensive analysis that uses or combines top-down and/or bottom-up approaches to investment analysis. The firm utilizes economic, fundamental, technical/cyclical, and quantitative analyses, along with a sound understanding of both macro drivers and micro considerations in its investment decision-making process and to manage risk. They invest in a variety of fixed income and financing instruments across various industries as well as credit qualities and maturities in North America, Europe, Latin America, Africa/Middle East, and the Asia-Pacific region. Barings manages portfolios of public equity securities and equity-related securities of issuers of all sizes. The firm has teams focused on three alternative investment sectors: Real Estate, Private Equity & Real Assets, and Funds & Co-Investments. | Analyst-Equity | 13/04/2005 |
Schroder & Co., Inc.
 Schroder & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Sidoti & Co. LLC
 Sidoti & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Steven Hadley Wortman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Barings LLC
Barings LLC Investment ManagersFinance Barings? investment decisions across all asset classes incorporate a comprehensive analysis that uses or combines top-down and/or bottom-up approaches to investment analysis. The firm utilizes economic, fundamental, technical/cyclical, and quantitative analyses, along with a sound understanding of both macro drivers and micro considerations in its investment decision-making process and to manage risk. They invest in a variety of fixed income and financing instruments across various industries as well as credit qualities and maturities in North America, Europe, Latin America, Africa/Middle East, and the Asia-Pacific region. Barings manages portfolios of public equity securities and equity-related securities of issuers of all sizes. The firm has teams focused on three alternative investment sectors: Real Estate, Private Equity & Real Assets, and Funds & Co-Investments. | Finance |
Lord, Abbett & Co. LLC
Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research. | Finance |
Wynnefield Capital, Inc.
 Wynnefield Capital, Inc. Investment ManagersFinance Wynnefield Capital (WC) is a value investor that specializes in investments in US small-cap situations that have company or industry specific catalysts. The firm employs an active investment philosophy. They are not involved in Greenmail situations, but focus on initiatives with management and outside directors to release value. WC is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors. | Finance |
Schroder & Co., Inc.
Schroder & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Florida
 University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Greenhouse Funds LLLP
Greenhouse Funds LLLP Investment ManagersFinance Greenhouse Funds seeks to generate superior risk-adjusted returns over the long-term by making long/short equity investments with a focus on domestic small and medium-cap companies. The firm aims to consistently generate wealth on behalf of clients with lower volatility and relatively low correlation to the broader equity market while mitigating the risk of capital loss in challenging markets. They believe in bottom-up research and fundamental rigor in analyzing businesses. | Finance |
