Amy Jo Gottfurcht

Chief Executive Officer & Principal at SSI Investment Management, Inc.

Amy Jo Gottfurcht

Amy Jo Gottfurcht

Chief Executive Officer & Principal at SSI Investment Management, Inc.

Overview
Career Highlights

SSI Investment Management, Inc.

RelSci Relationships

40

Number of Boards

2

Birthday

07/1957

Age

61

Relationships
RelSci Relationships are individuals Amy Jo Gottfurcht likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder & President at SSI Investment Management, Inc.

Relationship likelihood: Strong

Chief Investment Officer & Principal at SSI Investment Management, Inc.

Relationship likelihood: Strong

Chief Operating Officer & Chief Compliance Officer at SSI Investment Management, Inc.

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Head Trader at SSI Investment Management, Inc.

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Managing Director & Portfolio Manager at SSI Investment Management, Inc.

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Co-Founder at Meriturn Partners

Relationship likelihood: Strong

Portfolio Manager & Principal at SSI Investment Management, Inc.

Relationship likelihood: Strong

Portfolio Manager at SSI Investment Management, Inc.

Relationship likelihood: Strong

Portfolio Manager at SSI Investment Management, Inc.

Relationship likelihood: Strong

Portfolio Manager at SSI Investment Management, Inc.

Relationship likelihood: Strong

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Amy Jo Gottfurcht
Chief Executive Officer & Principal at SSI Investment Management, Inc.
Education
BS in Finance, magna cum laude
Class of 1979

Arizona State University (commonly referred to as ASU or Arizona State) is a national space-grant institution and public metropolitan research university located in the Phoenix Metropolitan Area of Arizona. ASU is the largest public university in the United States by enrollment. Founded in 1885 as the Tempe Normal School for the Arizona Territory, the school came under control of the Arizona Board of Regents in 1945 and was renamed Arizona State College. A 1958 statewide ballot measure gave the university its present name, making Arizona State one of the nation's newest public research universities.

Career History
Chief Executive Officer & Principal
2011 - Current

SSI Investment Management invests primarily, but not exclusively, in equity, convertible and fixed income securities that are traded publicly in US and non US markets.SSI's Core Equity Strategy seeks to produce excess returns above the S&P 500 with similar risk. The strategy combines quantitative and fundamental analysis to select the best long portfolio candidates. The portfolio typically holds 80-140 equity positions, which are widely diversified across large- and mid-cap companies with strong growth and value characteristics.SSI’s Outright Discretionary Convertible Strategy seeks to produce excess returns above the BofA Merrill Lynch All Convertibles (VXA0) Index. It combines quantitative and fundamental analysis to select positions based on relative valuation and risk attributes. Portfolios normally hold 90-130 convertible bonds and/or preferreds. All credit ratings are considered. SSI’s Outright Investment Grade Convertible Strategy seeks to produce excess returns above the BofA Merrill Lynch Investment Grade Bonds (V0S1) Index. It combines quantitative and fundamental analysis to select positions based on relative valuation and risk attributes. Portfolios typically hold 35-65 investment grade convertible securities.SSI’s Hedged Convertible Income Strategy seeks to generate 90-Day Treasury Bills plus 300 basis points, with low-to-moderate volatility and minimal correlation to major capital markets. The strategy is offered on an unlevered basis as a fixed income substitute. The portfolio normally holds 75-125 convertible bonds and/or preferreds. Positions are generally hedged with the common stock of the same underlying company to minimize volatility. SSI's Hedged Convertible Opportunity Strategy seeks to generate alpha with moderate-to-high volatility using up to 3x leverage. The portfolio typically contains 75-125 convertible bonds and/or preferreds with each position hedged with the common stock of the same underlying company to minimize volatility.SSI’s Flexible Allocation Strategy seeks to produce excess returns above a benchmark comprised of 60% of the total return of the S&P 500 and 40% of the Barclays Aggregate Bond Index. It invests in a portfolio primarily of ETFs, but may include ETNs and other mutual funds. Exposure to various asset classes may range from 0-100%.SSI's Balanced strategy seeks to produce excess returns above a benchmark comprised of 50-70% S&P 500 and 30-50% Lehman Brothers Intermediate-term Treasury Bonds with similar volatility. It combines quantitative and fundamental analysis to select the best long portfolio candidates. The portfolio normally holds 85-140 equity positions, with up to 70% of the portfolio allocated to mid- to large-cap stocks, with strong growth and value characteristics. The remaining 30-50% is allocated to high quality bonds including Treasuries, high grade corporates, convertibles and municipal securities.

Executive Officer
Current
Boards & Committees
Chairman & Chief Executive Officer
1980 - Current

SSI Investment Management invests primarily, but not exclusively, in equity, convertible and fixed income securities that are traded publicly in US and non US markets.SSI's Core Equity Strategy seeks to produce excess returns above the S&P 500 with similar risk. The strategy combines quantitative and fundamental analysis to select the best long portfolio candidates. The portfolio typically holds 80-140 equity positions, which are widely diversified across large- and mid-cap companies with strong growth and value characteristics.SSI's Outright Discretionary Convertible Strategy seeks to produce excess returns above the BofA Merrill Lynch All Convertibles (VXA0) Index. It combines quantitative and fundamental analysis to select positions based on relative valuation and risk attributes. Portfolios normally hold 90-130 convertible bonds and/or preferreds. All credit ratings are considered.SSI's Outright Investment Grade Convertible Strategy seeks to produce excess returns above the BofA Merrill Lynch Investment Grade Bonds (V0S1) Index. It combines quantitative and fundamental analysis to select positions based on relative valuation and risk attributes. Portfolios typically hold 35-65 investment grade convertible securities.SSI's Hedged Convertible Income Strategy seeks to generate 90-Day Treasury Bills plus 300 basis points, with low-to-moderate volatility and minimal correlation to major capital markets. The strategy is offered on an unlevered basis as a fixed income substitute. The portfolio normally holds 75-125 convertible bonds and/or preferreds. Positions are generally hedged with the common stock of the same underlying company to minimize volatility.SSI's Hedged Convertible Opportunity Strategy seeks to generate alpha with moderate-to-high volatility using up to 3x leverage. The portfolio typically contains 75-125 convertible bonds and/or preferreds with each position hedged with the common stock of the same underlying company to minimize volatility.SSI's Flexible Allocation Strategy seeks to produce excess returns above a benchmark comprised of 60% of the total return of the S&P 500 and 40% of the Barclays Aggregate Bond Index. It invests in a portfolio primarily of ETFs, but may include ETNs and other mutual funds. Exposure to various asset classes may range from 0-100%.SSI's Balanced strategy seeks to produce excess returns above a benchmark comprised of 50-70% S&P 500 and 30-50% Lehman Brothers Intermediate-term Treasury Bonds with similar volatility. It combines quantitative and fundamental analysis to select the best long portfolio candidates. The portfolio normally holds 85-140 equity positions, with up to 70% of the portfolio allocated to mid- to large-cap stocks, with strong growth and value characteristics. The remaining 30-50% is allocated to high quality bonds including Treasuries, high grade corporates, convertibles and municipal securities.

Member, Board of Directors
Current
Political Donations
$300
2006

The National Republican Congressional Committee (NRCC) is the Republican Hill committee which works to elect Republicans to the United States House of Representatives. The NRCC was formed in 1866, when the Republican caucuses of the House and Senate formed a "Congressional Committee". It supports the election of Republicans to the House through direct financial contributions to candidates and Republican Party organizations; technical and research assistance to Republican candidates and Party organizations; voter registration, education and turnout programs; and other Party-building activities.

$1,000
2000

The Republican National Committee (RNC) is a U.S. political committee that provides national leadership for the Republican Party of the United States. It is responsible for developing and promoting the Republican political platform, as well as coordinating fundraising and election strategy. It is also responsible for organizing and running the Republican National Convention. Similar committees exist in every U.S. state and most U.S. counties, although in some states party organization is structured by congressional district, allied campaign organizations being governed by a national committee. Reince Priebus is the current RNC Chairman.

$250
1999

Senator from Arizona

Transactions
Details Hidden

Ssi Convertible Income Fund Ii LP raised money in a private placement transaction

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SSI Tactical Alpha Hedge LP raised money in a private placement transaction

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SSI Market Neutral, L.P. raised money in a private placement transaction