电子邮件 | chr***@***.com | 获取Email |
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电子邮件 | chr***@***.com | 获取Email |
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Firm Douglass Winthrop is a New York City based SEC registered investment advisor. As of December 31, 2022 the firm manages approximately $4.2 billion for individuals, families, trusts, and endowments. Douglass Winthrop is owned and managed by its principals. We manage long-only equity and balanced accounts that are customized to the individual needs, objectives and risk tolerance of each client. We offer wealth management advice to clients when relevant. Our fee structure is simple and fair, keeping our goals aligned with those of our clients at all times. Our primary objective is to grow and preserve our clients' capital. Philosophy We believe long term ownership of high quality stocks and bonds is the best strategy for compounding and preserving wealth. Our portfolios typically have 25 to 30 stocks with an average holding period of three to five years. In balanced portfolios, we invest in high quality corporate, municipal and agency bonds. The principles of value investing underlie our approach to portfolio management. We own companies led by high integrity owner-managers, who run their firms for the benefit of shareholders. We select companies with near-permanent advantages arising from brand, industry leadership or economies of scale that increase the chances for success in times of stress. Strong balance sheets back all of our equity and corporate bond holdings. We invest relatively more capital behind our highest conviction ideas. Our approach aims to minimize the risk of capital loss while achieving superior results.
公司 | Douglass Winthrop Advisors LLC |
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职位 | Research Associate, Sustainable Equity Strategy |
地点 | United States |
http://www.linkedin.com/in/christina-zhang-39b4754a | |
部门 | master_operations |
头衔 | Research Associate, Sustainable Equity Strategy |
Douglass Winthrop Advisors LLC Research Associate, Sustainable Equity Strategy
2021-06-01 -
MBA Intern
2020-06-01 - 2020-07-01
Galena Asset Management Execution Trader
2019-02-01 - 2019-08-01
Trafigura Research Analyst
2017-01-01 - 2019-01-01
Trafigura Risk and Market Analyst
2016-05-01 - 2016-12-01
Christina Zhang 在 Douglass Winthrop Advisors LLC 担任 Research Associate, Sustainable Equity Strategy
Christina Zhang 在 Douglass Winthrop Advisors LLC 的职位是 Research Associate, Sustainable Equity Strategy
Christina Zhang 的电子邮件地址是 chr***@***.com
Christina Zhang 的电话号码是 -
Christina Zhang 的公司电话号码是 +121****
Christina Zhang 在 investment management 工作。
Christina Zhang 的一些同事包括Andrew Weinberg、Lea Highet、Josh Huffard、Oak StrawbridgeVilas Satkalmi、。
Christina Zhang联系方式: 电子邮件地址:chr***@***.com 电话号码:-
Christina Zhang 的个人领英是:http://www.linkedin.com/in/christina-zhang-39b4754a
Christina Zhang 的办公地点:535 5th avenue, new york, new york, united states
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