General Investing >> Money Manager Interviews >> April 7, 2017

Putting Capital Preservation First in an All-Cap Strategy

Benowitz, Jason
Jason Benowitz, CFA, is Senior Portfolio Manager at Roosevelt Investments. He first went to work at the firm in 2009 as a securities analyst, was promoted to Portfolio Manager in 2011 and to Senior Portfolio Manager in 2013. Prior to Roosevelt, Mr. Benowitz was a principal at Druker Capital, a long/short hedge fund manager, and a Vice President in the U.S. Equity Research Group at Morgan Stanley Investment Management. He was also an investment banking analyst at Merrill Lynch. Mr. Benowitz received an undergraduate degree in computer science from Harvard College, and an MBA in finance and accounting from The Wharton School at the University of Pennsylvania, where he was a Palmer Scholar. Profile
TWST: Could you please identify yourself?

Mr. Benowitz: My name is Jason Benowitz. I'm a senior portfolio manager at Roosevelt Investments. I've been with