Profile
Prior to joining JS Asset Management in March of 2006, Mr. Xie served as Vice President/Equity Research Analyst at PNC Advisors for three years.
Mr. Xie received an MA in Financial Economics from Tulane University, an MA in International Economics & Management from Renmin University of China and a BA in Management from Zhongshan University.
He holds the Chartered Financial Analyst designation.
Former positions of Nicholas Xie
| Companies | Position | End |
|---|---|---|
JS Asset Management LLC
JS Asset Management LLC Investment ManagersFinance JS Asset Management (JSAM) is a value-oriented investment management firm specializing in Large-Cap Value and All Cap Value strategies. They seek significant long-term performance returns by investing in undervalued companies that possess identifiable catalysts that will drive the stock price higher over the next one to two years. The firm may search for companies based on low p/e, low p/s, low p/cf, 52-week lows, price to recovery EPS and liquidation value. The firm also seeks to identify supply/demand imbalances that result in broad or sweeping changes in entire sectors or industries. JSAM attempts to identify stocks as close to the inflection point of improving fundamentals as possible to reduce any period of underperformance. They weigh the tradeoff between valuation and future value prospects of a security in terms of their conviction in the catalyst and the potential return of the stock. As valuations become more attractive, and assuming fundamentals and catalysts of the company stay intact, JSAM becomes more aggressive in buying. JSAM's process is bottom-up driven often resulting in underweight and overweight sectors with respect to relevant style benchmarks. Often a catalyst, particularly those that are more macro or supply/demand oriented, that affects a specific company may also apply across an industry or sector. This will result in significant under or overweighting of sectors. JSAM's Large Cap Value portfolios typically hold around 40 stocks and their All Cap Value portfolios may hold 50 to 60 issues. The firm believes it is important that each position size reflects a stocks appreciation potential. As a result, JSAM's top 10 holdings typically account for about 50% of each portfolio. In general, the firm tends to invest in the finance, electronic technology and consumer durables sectors. JSAM maintains a medium turnover rate. | Analyst-Equity | 30/11/2008 |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | Analyst-Equity | 28/02/2006 |
Training of Nicholas Xie
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | Finance |
Tulane University (Louisiana)
Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
JS Asset Management LLC
JS Asset Management LLC Investment ManagersFinance JS Asset Management (JSAM) is a value-oriented investment management firm specializing in Large-Cap Value and All Cap Value strategies. They seek significant long-term performance returns by investing in undervalued companies that possess identifiable catalysts that will drive the stock price higher over the next one to two years. The firm may search for companies based on low p/e, low p/s, low p/cf, 52-week lows, price to recovery EPS and liquidation value. The firm also seeks to identify supply/demand imbalances that result in broad or sweeping changes in entire sectors or industries. JSAM attempts to identify stocks as close to the inflection point of improving fundamentals as possible to reduce any period of underperformance. They weigh the tradeoff between valuation and future value prospects of a security in terms of their conviction in the catalyst and the potential return of the stock. As valuations become more attractive, and assuming fundamentals and catalysts of the company stay intact, JSAM becomes more aggressive in buying. JSAM's process is bottom-up driven often resulting in underweight and overweight sectors with respect to relevant style benchmarks. Often a catalyst, particularly those that are more macro or supply/demand oriented, that affects a specific company may also apply across an industry or sector. This will result in significant under or overweighting of sectors. JSAM's Large Cap Value portfolios typically hold around 40 stocks and their All Cap Value portfolios may hold 50 to 60 issues. The firm believes it is important that each position size reflects a stocks appreciation potential. As a result, JSAM's top 10 holdings typically account for about 50% of each portfolio. In general, the firm tends to invest in the finance, electronic technology and consumer durables sectors. JSAM maintains a medium turnover rate. | Finance |
Renmin University of China
Renmin University of China Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sun Yat-Sen University
Sun Yat-Sen University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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