![Phil Kligman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Phil Kligman
Gestore di Portafoglio-Azioni presso
University of Pennsylvania (Investment)
Profilo
Mr. Phil Kligman, CFA MBA, is a Managing Director at University of Pennsylvania.
He joined Penn’s Office of Investments in 2007 and manages the public equities and fixed income investment programs for the University's endowment and pension plans.
Prior to joining Penn, he worked at T.
Rowe Price for eight years in the fixed income division as a trader and analyst.
He worked primarily on the municipal trading desk, helping manage several retail mutual funds and large separate accounts.
From 1996 to 1999, he worked for Duke Management Company as an investment analyst across asset classes.
He holds a BA from Duke University and an MBA from University of Maryland.
Phil is a CFA charterholder.
Posizioni attive di Phil Kligman
| Società | Posizione | Inizio |
|---|---|---|
University of Pennsylvania (Investment)
 University of Pennsylvania (Investment) Investment Trusts/Mutual FundsMiscellaneous Penn Office of Investments’ endowment is invested in the Associated Investments Fund (AIF), a pooled investment vehicle in which the many individual endowments and trusts hold units. The Office of Investments manages the AIF. A distinguished Investment Board, consisting of Penn alumni and University leadership, oversees the activities of the Office. They seek to share the University’s time horizon with their partners, providing them with stable, patient, and contrarian long-term capital. In both public and private markets, Penn Office of Investments views investments as the ownership of stakes in underlying businesses. They evaluate investments based upon the fundamental value created by the businesses over time, not by short-term performance relative to a benchmark. | Gestore di Portafoglio-Azioni | 01/01/2007 |
Precedenti posizioni note di Phil Kligman
| Società | Posizione | Fine |
|---|---|---|
DUMAC, Inc.
 DUMAC, Inc. Investment ManagersFinance DUMAC seeks to achieve an annualized real rate of return to fund the University’s spending and to allow for growth of the endowment after considering the effects of inflation. The firm measures actual allocation of investment exposures against target allocations articulated in their investment policy. | Corporate Officer/Principal | - |
Formazione di Phil Kligman
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
7
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
University of Pennsylvania (Investment)
University of Pennsylvania (Investment) Investment Trusts/Mutual FundsMiscellaneous Penn Office of Investments’ endowment is invested in the Associated Investments Fund (AIF), a pooled investment vehicle in which the many individual endowments and trusts hold units. The Office of Investments manages the AIF. A distinguished Investment Board, consisting of Penn alumni and University leadership, oversees the activities of the Office. They seek to share the University’s time horizon with their partners, providing them with stable, patient, and contrarian long-term capital. In both public and private markets, Penn Office of Investments views investments as the ownership of stakes in underlying businesses. They evaluate investments based upon the fundamental value created by the businesses over time, not by short-term performance relative to a benchmark. | Miscellaneous |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
DUMAC, Inc.
DUMAC, Inc. Investment ManagersFinance DUMAC seeks to achieve an annualized real rate of return to fund the University’s spending and to allow for growth of the endowment after considering the effects of inflation. The firm measures actual allocation of investment exposures against target allocations articulated in their investment policy. | Finance |
