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Judy R. Stevens
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Profile
Ms. Judy R.
Stevens, CFA, is President, CEO & Portfolio Manager at Wentworth, Hauser & Violich, Inc. since 1975.
Ms. Stevens was employed at IBM where she was responsible for customer service of computer systems.
Ms. Stevens entered the investment business in
1971, working for the securities brokerage firms of L.F.
Rothschild & Co. and Paine, Webber, Jackson and Curtis.
Ms. Stevens received a BA in 1969 from the University of Texas.
In 1984, Ms. Stevens was awarded the Chartered Financial Analyst designation.
Former positions of Judy R. Stevens
| Companies | Position | End |
|---|---|---|
WHV Investments, Inc.
 WHV Investments, Inc. Investment ManagersFinance WHV Investments' investment strategies include Global Equity, International Equity and Small Cap Equity. The firm believes clients can benefit from a focused, consistent and repeatable approach to investment management across all asset classes. They seek to build high conviction portfolios from their best ideas and make investment decisions based on a long-term horizon that supports the goals of each client. WHV employs a Growth at a Reasonable Price (GARP) approach to domestic equity investment management. Their international and global equity strategies utilize a growth-oriented, top-down sector allocation approach. WHV's security analysis methods include fundamental, technical, and cyclical analysis. They primarily invest for relatively long time horizons, often for a year or more. Their strategies do not involve frequent trading of securities. However, market developments may lead them to buy or sell securities more quickly. WHV doesn't invest in IPOs or private placements, nor do they engage in short selling or option writing. | President | 31/01/2013 |
| IBM | Corporate Officer/Principal | 31/12/1970 |
Training of Judy R. Stevens
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
76
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
International Business Machines Corp.
 International Business Machines Corp. Information Technology ServicesTechnology Services Provides software, IT consulting, cloud and infrastructure services | Technology Services |
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance WHV Investments' investment strategies include Global Equity, International Equity and Small Cap Equity. The firm believes clients can benefit from a focused, consistent and repeatable approach to investment management across all asset classes. They seek to build high conviction portfolios from their best ideas and make investment decisions based on a long-term horizon that supports the goals of each client. WHV employs a Growth at a Reasonable Price (GARP) approach to domestic equity investment management. Their international and global equity strategies utilize a growth-oriented, top-down sector allocation approach. WHV's security analysis methods include fundamental, technical, and cyclical analysis. They primarily invest for relatively long time horizons, often for a year or more. Their strategies do not involve frequent trading of securities. However, market developments may lead them to buy or sell securities more quickly. WHV doesn't invest in IPOs or private placements, nor do they engage in short selling or option writing. | Finance |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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