Alex Umansky

Fund Advisor at BAMCO, Inc.

Alex Umansky

Alex Umansky

Fund Advisor at BAMCO, Inc.

Overview
Career Highlights

Morgan Stanley Investment Management, Inc.

RelSci Relationships

1063

Contact Data
Trying to get in touch with Alex Umansky? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Alex Umansky likely has professional access to. A relationship does not necessarily indicate a personal connection.

Director, President & Chief Operating Officer at BAMCO, Inc.

Relationship likelihood: Strong

Senior Vice President & Portfolio Manager at BAMCO, Inc.

Relationship likelihood: Strong

Director & Vice President at BAMCO, Inc.

Relationship likelihood: Strong

Vice President, Chief Financial Officer & Treasurer at Baron Capital Management, Inc.

Relationship likelihood: Strong

Vice President, Director, Institutional Sales-Center Region at Baron Capital Management, Inc.

Relationship likelihood: Strong

Vice President & Portfolio Manager at BAMCO, Inc.

Relationship likelihood: Strong

Fund Advisor at BAMCO, Inc.

Relationship likelihood: Strong

Vice President & Portfolio Manager at BAMCO, Inc.

Relationship likelihood: Strong

Vice President & Portfolio Manager at BAMCO, Inc.

Relationship likelihood: Strong

Vice President & Portfolio Manager at BAMCO, Inc.

Relationship likelihood: Strong

Paths to Alex Umansky
Potential Connections via
Relationship Science
You
Alex Umansky
Fund Advisor at BAMCO, Inc.
Education
BS in Finance, Information Systems & Mathematics
Class of 1993

Founded in 1831, New York University is now one of the largest private universities in the United States. Of the more than 3,000 colleges and universities in America, New York University is one of only 60 member institutions of the distinguished Association of American Universities. From a student body of 158 during NYU's very first semester, enrollment has grown to more than 40,000 students attending 18 schools and colleges at five major centers in Manhattan and in sites in Africa, Asia, Europe, and South America. Today, students come from every state in the union and from 133 foreign countries. The faculty, which initially consisted of fourteen professors and lecturers (among them artist and inventor Samuel F. B. Morse), now totals over 3,100 full-time members whose research and teaching encompasses the humanities, the sciences, and the social sciences; the law; medicine; business; education; the fine arts, studio art, and the performing and cinematic arts; music; social work; public administration; the ancient world; and continuing and professional studies. With more than 2,500 courses offered, the University awards more than 25 different degrees. Although overall the University is large, the individuals schools and colleges are small- to moderate-sized units—each with its own traditions, programs, and faculty – and there are many communities to be found within the NYU community based on interests, activities, and shared experiences. The center of NYU is its Washington Square campus in the heart of Greenwich Village. One of the city's most creative and energetic communities, the Village is a historic neighborhood that has attracted generations of writers, musicians, artists, and intellectuals. NYU, in keeping with its founder’s vision, is “in and of the city”: the University – which has no walls and no gates – is deeply intertwined with New York City, drawing inspiration from its vitality. In addition to its Manhattan locations, the University is also formally affiliated the Polytechnic Institute of NYU in Brooklyn, the second oldest school of engineering and technology in the country, and has research facilities, notably the Nelson Institute of Environmental Medicine, in Sterling Forest, near Tuxedo, New York. And NYU has established itself as the first global network university, with a comprehensive liberal arts campus in Abu Dhabi – the first to be operated abroad by a major U.S. research university – and other sites for study and research in Accra, Ghana; Berlin, Germany; Buenos Aires, Argentina; Florence, Italy; London, England; Madrid, Spain; Paris, France; Prague, the Czech Republic; Shanghai, China; and Tel Aviv, Israel, among other locations.

Career History
Executive Director
1993 - 2010

Morgan Stanley Investment Management strives to provide outstanding long-term investment performance and best-in-class service to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Their global structure leverages the breadth, depth and access of the Morgan Stanley franchise to provide their clients a comprehensive suite of investment management solutions.

Vice President, Portfolio Manager
2011 - Current

Baron Capital Management (BCM) focuses on long-term, research-driven investments in growth companies in the US and around the world. The firm invests in both the public equity and fixed-income markets. They employ fundamental and quantitative analysis, as well as a bottom-up stock selection approach to create portfolios. BCM estimates the future intrinsic value of a business and determine if the qualitative characteristics of the business are transferable into quantitative measurable, sustainable financial performance. The firm benchmarks the performance of their equity portfolios against the S&P 500 Index and the Russell Indices. BCM's investment strategies include growth, high growth, innovation and real estate and are available for separately managed accounts and sub-advisory services. Baron Funds provides investors with access to each of our investment disciplines, all based on our long-term, research-driven investment approach. Baron USA Partners Fund is a private placement for accredited non-US and qualified tax-exempt US investors.BCM's investment approach is based on a long-term perspective that looks beyond short-term volatility and market unpredictability and focuses on a company's opportunities over the next five years. The firm analyzes companies with the intention of owning them for an extended period. They seek to invest in companies with management teams who have integrity, long-term visions and whose interests are aligned with their shareholders. BCM targets successful growth businesses that have open-ended opportunities and defensible niches. BCM typically invests in companies with the potential to benefit from innovation, change, government initiatives or economic trends. Companies should have competitive advantages and barriers to entry are critical. The firm buys the stocks of growth companies using a value-oriented purchase discipline. Their valuation criteria are based upon what they believe a business can earn in 3 to 5 years. BCM seeks to capitalize on investment opportunities that are created when a company's growth prospects are not recognized by the market of their stock is mispriced. The firm conducts rigorous research throughout the life of an investment and manages risk at the individual investment and portfolio levels.

Fund Advisor
2011 - Current

BAMCO's investment strategy is to invest in growth businesses for capital appreciation potential. Each portfolio manager's ability to choose appropriate investments for an account has a significant impact on their ability to achieve an account's investment objective. The firm's investment professionals are focused on fundamental analyses of businesses. Their primary objective is to understand the key drivers of growth and profitability of each company in which they invest. They analyze the following financial information: income statement, cash flow statement, balance sheet, turnover and ROE metrics, unit economics, and other company-specific data. This information is filtered through their valuation models, which they use to extrapolate long-term trends. They have meetings with the management which is a critical element of the firm's research process.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Alex Umansky. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Alex Umansky's profile does not indicate a business or promotional relationship of any kind between RelSci and Alex Umansky.