Electronics Portfolio Management Shares 
CNBC: Investing
JULY 19, 2025
How the activist can help the company lift its share price Published Sat, Jul 19 2025 8:40 AM EDT Kenneth Squire @13DMonitor WATCH LIVE Thomas Fuller | SOPA Images | Lightrocket | Getty Images Company: Global Payments Inc (GPN) Business: Global Payments is a payments technology company delivering software and services to its customers globally.
CNBC: Investing
JULY 29, 2025
Cadence shares essentially a duopoly with Synopsys, Inc (SNPS) in the electronic design automation (EDA) market. Moreover, they are diversified from just consumer electronics as they service automotive, aerospace, and AI infrastructure. In our Active Opps portfolio we hold a 4.07% allocation in CDNS established July 29.
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The TRADE
OCTOBER 26, 2023
While traders don’t have the authority to load up trades, outside of execution they are expected to collaborate with their portfolio managers to bring value add to the investment process by making suggestions around idea generation and execution. The trading team work closely in tandem with portfolio managers when preparing a strategy.
The TRADE
OCTOBER 9, 2023
Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. When I joined State Street in 2004, we were electronically trading then. “In asks Ruffles. Absolutely yes. Ruffles says.
The TRADE
OCTOBER 23, 2023
The trader of today has to be able to distil a vast amount of disparate information and filter it in a bespoke fashion to the needs of individual portfolio management teams. That requires the ability to utilise many different execution methods, be it electronic, RFS, voice, bartering, understanding the mechanics of algos.
The TRADE
APRIL 25, 2024
Specifically, Collery highlighted the important role of portfolio managers and a proactive approach to forging those key relationships. However, despite this, Joe Collery, head of trading at Comgest endorsed a measured approach whilst speaking at TradeTech earlier this week.
The TRADE
APRIL 17, 2024
“In the end, the efficiency that we hoped to reach with having one desk was not realised and therefore we said we want to focus on one specific asset class with dedicated equity traders, fixed income traders and FX traders,” says head of equity trading and operational portfolio management at Robeco, Robbert Wijgerse. “We
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