Profilo
Ms. Helena Scholz, CFA, is a Portfolio Manager & Senior Research Analyst at Hudson Edge Investment Partners, Inc. She is responsible for security selection for the Small Cap Value strategy and research for the Large Cap Value strategy.
She has been with the firm since 2008.
She served six years as a Research Analyst on the Value Equity team in addition to roles overseeing performance analysis and as a product specialist for the Value Equity strategies.
She earned a Bachelor of Science degree in Marketing from Lehigh University’s College of Business and Economics.
She completed the Chartered Financial Analyst program in 2015, is a CIPM certificate holder, and a member of the New York Society of Security Analysts.
Posizioni attive di Helena Scholz
| Società | Posizione | Inizio |
|---|---|---|
Hudson Edge Investment Partners, Inc.
Hudson Edge Investment Partners, Inc. Investment ManagersFinance Hudson Edge seeks to add value for clients by investing in undervalued securities in all of its investment disciplines. Their investment strategy involves a fundamentally driven quantitative and qualitative security analysis, coupled with a risk-averse approach to portfolio construction, which has provided long-term results regardless of market conditions. | Analyst-Equity | 01/06/2008 |
Formazione di Helena Scholz
Esperienze
Posizioni ricoperte
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Inattive
Società nel listino
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
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| Aziende private | 2 |
|---|---|
Hudson Edge Investment Partners, Inc.
Hudson Edge Investment Partners, Inc. Investment ManagersFinance Hudson Edge seeks to add value for clients by investing in undervalued securities in all of its investment disciplines. Their investment strategy involves a fundamentally driven quantitative and qualitative security analysis, coupled with a risk-averse approach to portfolio construction, which has provided long-term results regardless of market conditions. | Finance |
Lehigh University’S College of Business & Economics
Lehigh University’S College of Business & Economics Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















