Profiel
Mr. Patrick Lewis is Senior Equities Analyst at Invesco Advisers, Inc.
Prior to re-joining Invesco in February 2008, Mr. Lewis was employed as a Senior Investment Analyst by DG Capital Management, Inc., a Financial Analyst by First NBC Bank, a Director by Enron and an Analyst by Carlson Capital LP.
Mr. Lewis graduated with a BS in Finance from Louisiana State University.
Eerdere bekende functies van Patrick Lewis
| Bedrijven | Functie | Einde |
|---|---|---|
DG Capital Management Trust
DG Capital Management Trust Investment ManagersFinance DG Capital Management employs an opportunistic growth investment strategy that seeks long-term capital growth. Portfolios are typically invested in a broadly diversified selection of companies that the firm believes demonstrate a high probability for superior growth. The firm's investment strategy is based on the belief that corporate earnings are the primary driver of stock prices. They seek to invest in mid- to large-cap companies with growing revenues, strong management teams and reasonable price-to-earnings valuations. DG Capital Management uses a disciplined approach that combines internal research with industry contacts, interviews with company management, trade shows and conferences. The majority of their portfolios have a core-to-growth style bias. They also invest in special situations stocks when such investments will benefit the portfolio. DG Capital Management focuses mainly on the long-term investment horizon with the belief that returns will be superior to other asset classes and that growth stocks generally provide the best opportunities for significant capital appreciation. They also believe that stock market volatility makes capital preservation strategies important as well. The firm's active investment strategy allows them to quickly react to changing market conditions and to increase cash levels and/or employ short selling as a defensive measure when they believe stocks are overvalued. DG Capital Management invests across a broad range of sectors including, but not limited to finance, energy mineral, process industries, electronic technology, consumer non-durables and technology services. The firm invests globally, with emphasis on companies located in the US, Canada and Europe. DG Capital Management maintains a medium turnover rate. | Analyst-Equity | 31-12-2007 |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Analyst-Equity | 01-09-2005 |
Carlson Capital LP
Carlson Capital LP Investment ManagersFinance Carlson Capital employs multiple strategies including equity relative value, equity long/short, event-driven, credit, overlay hedge, strategic, and other strategies. Their risk management philosophy is based upon a rigorous approach to trade construction. Individual positions are generally constructed on a bottom-up, fundamental basis. Carlson Capital is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors | Analyst-Equity | 31-12-2003 |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Analyst-Equity | - |
Opleiding van Patrick Lewis
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| Bedrijven in privébezit | 4 |
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Carlson Capital LP
Carlson Capital LP Investment ManagersFinance Carlson Capital employs multiple strategies including equity relative value, equity long/short, event-driven, credit, overlay hedge, strategic, and other strategies. Their risk management philosophy is based upon a rigorous approach to trade construction. Individual positions are generally constructed on a bottom-up, fundamental basis. Carlson Capital is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Finance |
DG Capital Management Trust
DG Capital Management Trust Investment ManagersFinance DG Capital Management employs an opportunistic growth investment strategy that seeks long-term capital growth. Portfolios are typically invested in a broadly diversified selection of companies that the firm believes demonstrate a high probability for superior growth. The firm's investment strategy is based on the belief that corporate earnings are the primary driver of stock prices. They seek to invest in mid- to large-cap companies with growing revenues, strong management teams and reasonable price-to-earnings valuations. DG Capital Management uses a disciplined approach that combines internal research with industry contacts, interviews with company management, trade shows and conferences. The majority of their portfolios have a core-to-growth style bias. They also invest in special situations stocks when such investments will benefit the portfolio. DG Capital Management focuses mainly on the long-term investment horizon with the belief that returns will be superior to other asset classes and that growth stocks generally provide the best opportunities for significant capital appreciation. They also believe that stock market volatility makes capital preservation strategies important as well. The firm's active investment strategy allows them to quickly react to changing market conditions and to increase cash levels and/or employ short selling as a defensive measure when they believe stocks are overvalued. DG Capital Management invests across a broad range of sectors including, but not limited to finance, energy mineral, process industries, electronic technology, consumer non-durables and technology services. The firm invests globally, with emphasis on companies located in the US, Canada and Europe. DG Capital Management maintains a medium turnover rate. | Finance |
Louisiana State University
Louisiana State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















