Profiel
Mr. Jason I.
Lima, CFA MBA, is a Lead Portfolio Manager at Disciplined Growth Investors, Inc. He joined the firm in 2011 as an Investment Analyst to support the portfolio managers by tracking existing holdings and researching potential portfolio picks.
Before coming to DGI, Mr. Lima served for over five years as an officer in the U.S.
Navy and worked for three years at US Bancorp as a capital strategy and risk manager.
He received his BS in Electrical Engineering and Computer Science from Massachusetts Institute of Technology and an MBA with Honors, concentrations in Finance and Strategy from The University of Chicago.
Actieve functies van Jason Ilidio Lima
| Bedrijven | Functie | Begin |
|---|---|---|
Disciplined Growth Investors, Inc.
Disciplined Growth Investors, Inc. Investment ManagersFinance DGI seeks to invest in companies that are expected to yield high returns and can be purchased at a discount to intrinsic value. Their expected holding period is 7 years. The firm’s decision-making approach has both top-down (including duration/maturity positioning, yield curve risk and sector/quality risk) and bottom-up (including credit research, quantitative analysis and trading) components. DGI’s sell discipline is managed through a combination of inputs from its maturity, sector and individual selection decisions. | Portefeuillebeheerder-Aandelen | 01-01-2020 |
Eerdere bekende functies van Jason Ilidio Lima
| Bedrijven | Functie | Einde |
|---|---|---|
US Department of the Navy (District of Columbia)
US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Corporate Officer/Principal | 31-12-2010 |
| US BANCORP | Corporate Officer/Principal | - |
Opleiding van Jason Ilidio Lima
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
U.S. Bancorp
U.S. Bancorp Major BanksFinance Operates as a bank holding company whose subsidiary provides national banking services | Finance |
Disciplined Growth Investors, Inc.
Disciplined Growth Investors, Inc. Investment ManagersFinance DGI seeks to invest in companies that are expected to yield high returns and can be purchased at a discount to intrinsic value. Their expected holding period is 7 years. The firm’s decision-making approach has both top-down (including duration/maturity positioning, yield curve risk and sector/quality risk) and bottom-up (including credit research, quantitative analysis and trading) components. DGI’s sell discipline is managed through a combination of inputs from its maturity, sector and individual selection decisions. | Finance |
Massachusetts Institute of Technology
Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University | Finance |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Department of the Navy (District of Columbia)
US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Government |
















