Chip, or more formally, Charles vK., Carlson is in many ways the embodiment of the Greenspring Fund's consistency. He's a Baltimore native and lifelong resident of the area, including his time spent studying at the prestigious Johns Hopkins University. He joined Corbyn Investment Management as an analyst right out of college in 1983 and is still there today, although now he's chairman of the board and president of the employee-owned firm. He's been involved with the Greenspring Fund since its inception, shortly after he joined the firm. Although his original duties were limited to analysis, he gradually took on more and more responsibility for the fund and became portfolio co-manager in 1987, a year after he received his CFA designation. "People weren't as formal with designations back then," he recalls. By 1992 he had taken full responsibility for the fund's management. "I work very much in conjunction with our other staff here of analysts and traders," he says. "I'm the one who makes the final decisions, but it's very much a group effort."
This whitepaper, written by Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, provides in-depth analysis on the use of leading economic indicators in...
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This collection of articles from IMCA's Investments & Wealth Monitor focus on retirement planning.
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
Jun 30, 2015
Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
Jun 09, 2015
Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...