General Investing >> Money Manager Interviews >> June 15, 2015

Valuation a Key Investment Metric in a U.S. Value Stock Fund

Alexandra Walker-Ott
Alexandra Walker-Ott is the Manager of the JB U.S. Value Stock Fund of GAM Holding AG since August 2005. Prior to joining the firm in August 2005, she was a buy-side Equity Analyst for food, beverage and tobacco stocks — worldwide — in Group Investment Research at Julius Baer. Prior to that, she was a Financial Analyst — sell side — at Bank Vontobel and Warburg Dillon Read covering European food & beverage and Swiss retail stocks. Ms. Walker-Ott holds a master’s degree in economics from the University of Bern and is a CFA charterholder. She is based in Zurich.  Profile
TWST: What is the overall philosophy of the Julius Baer Multistock - U.S. Value Stock Fund?

Ms. Walker-Ott: The investment philosophy of the fund really focuses on the valuation of a