General Investing >> Money Manager Interviews >> February 24, 2017
Using Scenario Analysis to Look at a Company’s Range of Outcomes
Warren Koontz Jr., CFA, is Managing Director, Head of Value Equities and a large-cap value Portfolio Manager at Jennison Associates LLC. Earlier, he was a portfolio manager at Loomis, Sayles & Company for diversified and concentrated value strategies. Earlier, he was a senior portfolio manager at Comerica Bank. He also worked for three years as Chief Investment Officer for The Jeffrey Company, a private investment firm. He began his investment career in 1984 at the Public Employees’ Retirement System of Ohio as a securities analyst and later became an assistant investment officer. He received a B.S. in finance and an MBA from Ohio State University. Profile
TWST: Could you tell me a little bit about the firm?
Mr. Koontz: We are very much a fundamental manager, with deep research skills and insights that are shared