Profil
Prior to joining Rice Hall James in December 2007, Ms. Jacobsen was with CapitalWorks as an Analyst.
Ms. Jacobsen completed her Masters of Business Administration degree with a concentration in Finance at the University of Texas in Austin.
Before returning to school, Ms. Jacobsen worked at Luther King Capital Management first as an equity trader, then as the household products research analyst, and finally as the consumer staples and small cap retail research analyst.
Ms. Jacobsen also earned the CFA designation in 2002.
In 1999, she graduated Magna Cum Laude with degrees in both Accounting and in Finance at Texas Christian University in Fort Worth, Texas.
Ms. Jacobsen has been in the investment industry since 1999.
Anciens postes connus de Tina Cruz-Jacobsen
| Sociétés | Poste | Fin |
|---|---|---|
Harlingwood Capital Management
Harlingwood Capital Management Investment ManagersFinance Harlingwood Capital Management offers two primary investment strategies: long/short US equity hedge and small-cap growth. Their long/short US equity hedge strategy is absolute return driven, investing across all US market-cap segments. They focus on strong growth companies on the long side and companies experiencing deteriorating fundamentals on the short side. The small-cap growth strategy is invested with the objective of long-term growth of capital. Small- and micro-cap equities are selected from a universe of high growth US companies. At time of annual benchmark reconstruction, purchase ceilings are set for this universe by matching to the largest (market capitalization) company in the Russell 2000 Growth index. They tend to focus on the technology services, commercials services and health technology sectors. Harlingwood maintains a medium turnover rate. | Analyst-Equity | 30/11/2007 |
Rice, Hall, James & Associates LLC
Rice, Hall, James & Associates LLC Investment ManagersFinance Rice Hall James constructs portfolios of micro, small, and SMID-cap stocks. Their unique investment process relies on bottom-up, fundamental research to identify compelling stories of undervalued or undiscovered growth within this universe. The firm primarily invests in companies with price/earnings ratios that are lower than those companies’ three- to five- year projected earnings growth rates, which is what they consider Growth at Reasonable Price (GARP). | Analyst-Equity | - |
Perry Capital LLC
Perry Capital LLC Financial ConglomeratesFinance Provides investment services | Corporate Officer/Principal | - |
Luther King Capital Management Corp.
Luther King Capital Management Corp. Investment ManagersFinance LKCM is an active, fundamentals-based, long-term manager which aims to invest in high quality businesses that they believe will produce consistent, repeatable and superior risk-adjusted returns. The firm offers several equity, fixed income and alternative investment approaches, which are generally available through separately managed portfolios, the LKCM Funds, affiliated private investment partnerships and special purpose private investment partnerships. | Analyst-Equity | - |
Formation de Tina Cruz-Jacobsen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
Luther King Capital Management Corp.
Luther King Capital Management Corp. Investment ManagersFinance LKCM is an active, fundamentals-based, long-term manager which aims to invest in high quality businesses that they believe will produce consistent, repeatable and superior risk-adjusted returns. The firm offers several equity, fixed income and alternative investment approaches, which are generally available through separately managed portfolios, the LKCM Funds, affiliated private investment partnerships and special purpose private investment partnerships. | Finance |
Rice, Hall, James & Associates LLC
Rice, Hall, James & Associates LLC Investment ManagersFinance Rice Hall James constructs portfolios of micro, small, and SMID-cap stocks. Their unique investment process relies on bottom-up, fundamental research to identify compelling stories of undervalued or undiscovered growth within this universe. The firm primarily invests in companies with price/earnings ratios that are lower than those companies’ three- to five- year projected earnings growth rates, which is what they consider Growth at Reasonable Price (GARP). | Finance |
Harlingwood Capital Management
Harlingwood Capital Management Investment ManagersFinance Harlingwood Capital Management offers two primary investment strategies: long/short US equity hedge and small-cap growth. Their long/short US equity hedge strategy is absolute return driven, investing across all US market-cap segments. They focus on strong growth companies on the long side and companies experiencing deteriorating fundamentals on the short side. The small-cap growth strategy is invested with the objective of long-term growth of capital. Small- and micro-cap equities are selected from a universe of high growth US companies. At time of annual benchmark reconstruction, purchase ceilings are set for this universe by matching to the largest (market capitalization) company in the Russell 2000 Growth index. They tend to focus on the technology services, commercials services and health technology sectors. Harlingwood maintains a medium turnover rate. | Finance |
Texas Christian University
Texas Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Perry Capital LLC
Perry Capital LLC Financial ConglomeratesFinance Provides investment services | Finance |
















