Profil
Mr. Barry R.
Haas is Founder & Managing General Partner at Haas Investment Management LLC, Financial Advisor at Raymond James Financial Services, Inc., and Adjunct Professor at Hofstra University.
Prior to founding Haas Investment Management in 2006, Mr. Haas was employed as an Analyst by Standard & Poor's Investment Advisory Services LLC, Corporate Loan Officer by BankAmerica Corp., and Vice President by Swiss American Securities, Inc.
Mr. Haas received his Bachelor of Arts in Economics from the University of Rochester .
He is a Chartered Financial Analyst
Aktive Positionen von Barry Regan Haas
| Unternehmen | Position | Beginn |
|---|---|---|
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 03.08.2010 |
Hofstra University
Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | 03.08.2010 |
Ehemalige bekannte Positionen von Barry Regan Haas
| Unternehmen | Position | Ende |
|---|---|---|
BankAmerica Corp.
BankAmerica Corp. Major BanksFinance National commercial bank | Corporate Officer/Principal | - |
Swiss American Securities, Inc.
Swiss American Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Trading-Equity | - |
GSAM Strategist Portfolios LLC
GSAM Strategist Portfolios LLC Investment ManagersFinance Provides investment research | Analyst-Equity | - |
Haas Investment Management LLC
Haas Investment Management LLC Investment ManagersFinance Haas Investment Management employs a value investment approach that invests primarily in fundamentally undervalued equity securities they believe appreciate, on average and over time. The firm's strategy focuses on the compounding of investment returns and the avoidance of costly mistakes. Haas Investment Management's investment approach emphasizes holding high-quality common stocks over the long-term. The firm seeks to invest in well-established companies with understandable businesses. They look for companies with (1) proven, successful management teams (2) strong finances as demonstrated by past levels of profitability and cash generating ability (3) liquid balance sheets with excess cash balances (4) low or easily serviceable levels of debt an (5) reasonable prices in relation to the firm's estimate of the companies underlying worth which they base on traditional valuation methods. Haas Investment Management builds concentrated portfolios which typically hold no more than 20 separate issues. The firm seeks to minimize potential tax liabilities from realized capital gains through buy-and-hold investment strategy. Although there are no restrictions or limits on portfolio turnover, the firm may recommend the sale of portfolio holdings when they believed clients will benefit. Haas Investment Management strives to maintain low portfolio turnover and to minimize transaction costs. | Gründer | - |
Ausbildung von Barry Regan Haas
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
BankAmerica Corp.
BankAmerica Corp. Major BanksFinance National commercial bank | Finance |
Rochester Christian University
Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
GSAM Strategist Portfolios LLC
GSAM Strategist Portfolios LLC Investment ManagersFinance Provides investment research | Finance |
Hofstra University
Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Swiss American Securities, Inc.
Swiss American Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Haas Investment Management LLC
Haas Investment Management LLC Investment ManagersFinance Haas Investment Management employs a value investment approach that invests primarily in fundamentally undervalued equity securities they believe appreciate, on average and over time. The firm's strategy focuses on the compounding of investment returns and the avoidance of costly mistakes. Haas Investment Management's investment approach emphasizes holding high-quality common stocks over the long-term. The firm seeks to invest in well-established companies with understandable businesses. They look for companies with (1) proven, successful management teams (2) strong finances as demonstrated by past levels of profitability and cash generating ability (3) liquid balance sheets with excess cash balances (4) low or easily serviceable levels of debt an (5) reasonable prices in relation to the firm's estimate of the companies underlying worth which they base on traditional valuation methods. Haas Investment Management builds concentrated portfolios which typically hold no more than 20 separate issues. The firm seeks to minimize potential tax liabilities from realized capital gains through buy-and-hold investment strategy. Although there are no restrictions or limits on portfolio turnover, the firm may recommend the sale of portfolio holdings when they believed clients will benefit. Haas Investment Management strives to maintain low portfolio turnover and to minimize transaction costs. | Finance |
















