Jason Tyler Boles

Analyst-Equity bei

Channing Capital Management LLC

Finance

Consumer Services

Profil

Mr. Jason T.
Boles, CFA MBA, is a Portfolio Manager at Channing Capital Management LLC.
He has 20 years of Experience.
Prior to joining Channing Capital, Mr. Boles was a Senior Equity Analyst on the Small-Cap Value team at WEDGE Capital Management, covering various sectors including technology, industrials, and transportation.
He was an Equity Research Associate with Bank of America, focusing on the technology hardware sector.
He earned a B.S.
in Economics from Cornell University and an M.B.A. from the University of Chicago Booth School of Business.
He has earned the Chartered Financial Analyst designation.

Aktive Positionen von Jason Tyler Boles

Unternehmen	Position	Beginn
Channing Capital Management LLC Channing Capital Management LLC Investment ManagersFinance Channing utilizes a fundamental, bottom- up value investment philosophy that focuses on undervalued domestic (US) equity stocks across small, mid and large-cap ranges. With this approach, the firm looks for publicly-traded companies that are trading at significant discounts to their intrinsic value. They seek to generate above average returns through their investment process and discipline, and, as a result, Channing's relatively concentrated approach focuses on stock picking rather than market timing or sector allocation.	Analyst-Equity	01.07.2023

Alle aktiven Positionen von Jason Tyler Boles

Ehemalige bekannte Positionen von Jason Tyler Boles

Unternehmen	Position	Ende
WEDGE Capital Management LLP WEDGE Capital Management LLP Investment ManagersFinance WEDGE follows a value-oriented, bottom-up approach coupled with macro-economic research to the equity and fixed income markets. The firm's traditional and quantitative equity portfolios are consistently managed relative to holdings and positions sizes, and are well-diversified among issues and sectors, subject to account guidelines. Their Fixed income portfolios are constructed with varying duration targets based on client benchmarks.	Analyst-Equity	01.06.2023
Banc of America Securities LLC Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	31.12.2005

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Private Unternehmen	5
WEDGE Capital Management LLP WEDGE Capital Management LLP Investment ManagersFinance WEDGE follows a value-oriented, bottom-up approach coupled with macro-economic research to the equity and fixed income markets. The firm's traditional and quantitative equity portfolios are consistently managed relative to holdings and positions sizes, and are well-diversified among issues and sectors, subject to account guidelines. Their Fixed income portfolios are constructed with varying duration targets based on client benchmarks.	Finance
Banc of America Securities LLC Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Channing Capital Management LLC Channing Capital Management LLC Investment ManagersFinance Channing utilizes a fundamental, bottom- up value investment philosophy that focuses on undervalued domestic (US) equity stocks across small, mid and large-cap ranges. With this approach, the firm looks for publicly-traded companies that are trading at significant discounts to their intrinsic value. They seek to generate above average returns through their investment process and discipline, and, as a result, Channing's relatively concentrated approach focuses on stock picking rather than market timing or sector allocation.	Finance
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cornell University Cornell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services