Fireside Chat: Differentiating Among Buy-Side Firms
Win Murray – Harris Associates
Win Murray has been a co-manager of the Oakmark Select Fund (OAKLX) since 2013. He also serves as the director of U.S. equity research at Harris Associates. He joined Harris Associates in 2003 as an equity analyst after working in investment roles at Colonial Management Associates, Federated Investors, and ASB Capital Management. He received a master’s degree in business administration from Georgia State University in 1996 and a bachelor’s degree in Russian/East European studies from the University of North Carolina in 1992.
Corey Tobin – William Blair
Corey Tobin is a research analyst focused on U.S. small-cap technology companies and a co-director of research for the U.S. Growth Equity teWilliamam. Before rejoining Blair in 2012, he was the senior vice president of healthcare solutions and corporate planning for Trustwave Holdings, Inc., a provider of data security and compliance solutions. In this role, he led Trustwave’s administrative and planning functions, such as its financial planning and analysis, human resources, sales operations, facilities, investor relations, and special projects areas. From 2001 through 2011, Corey served in William Blair’s sell-side research group, focusing on specialty software and healthcare IT companies.
Xan Moore – Carlson Capital
As an equity research analyst in global equity portfolio management and a member of Wellington Management’s quality equity team, Vincent conducts fundamental analysis on global equity investments, ocusing on the technology, media, and sectors. His resetelecommunicationsarch supports investment decision-making for a range of portfolios managed for clients of the firm. He works in Wellington Management’s Boston office. Before joining Wellington Management in 2008, Vincent completed an internship at the firm as a global industry analyst covering the titanium industry.
Stephen Yacktman – Yacktman Asset Management
Stephen Yacktman is chief investment officer, partner, and portfolio manager of Yacktman Asset Management. He joined Yacktman Asset Management in 1993 as an analyst and has been co-manager for AMG Yacktman Focused Fund and AMG Yacktman Fund since 2002. In 2006 he was named co-chief investment officer and senior vice president of Yacktman Asset Management. Yacktman was a finalist for Morningstar’s Domestic Stock Manager of the Year award in 2011He graduated from Brigham Young University with an economics degree and M.B.A. He is a member of Yacktman Asset Management’s management committee.
Richard Chilton – Chilton Investment Company
Richard L. Chilton, Jr. is the founder, chairman, CEO, and chief investment officer of Chilton Investment Company. Since founding Chilton Investment Company in 1992, Chilton has developed a commitment to value-oriented, fundamental research and disciplined portfolio management and has grown into a multi-product platform, including the Flagship fund managed by Chilton, as well as European Equities, Small Cap Equities, and Global Natural Resources. Since Chilton Investment Company’s founding in 1992, Chilton has generated a 14.2% compound return after all fees and expenses for his flagship investment partnership. In addition, he is the founder, chairman, and chief investment officer of Chilton Trust Company.