Eric Lockenvitz

Analyst-Equity at

Mutual of America Capital Management LLC

Finance

Consumer Services

Profile

Mr. Eric Lockenvitz, CFA, is a Vice President of Quantitative Research at Mutual of America Capital Management LLC.
He has over 13 years of investment research related experience.
His analysis is focused on quantitative research and risk management.
Prior to joining Capital Management, Mr. Lockenvitz was an Equity Research Vice President at Jefferies Group LLC.
He is a graduate of Lafayette College and is a CFA charterholder.

Eric Lockenvitz active positions

Companies	Position	Start
Mutual of America Capital Management LLC Mutual of America Capital Management LLC Investment ManagersFinance Capital Management employs an active, quality-driven, bottom-up equity investment approach in which stock selection is the primary focus. Fundamental research is augmented by quantitative research models. Risk in the equity market is mitigated by constructing well-diversified, sector-neutral portfolios and monitoring risk exposures to determine that they are constrained within acceptable limits. Within the fixed income market, the firm employs a quality, credit-rating-driven, bottom-up approach. The focus is on using credit research to identify risk-adjusted incremental yield spreads. Risk in the fixed income markets is controlled by managing duration and maintaining diversification as appropriate.	Analyst-Equity	01/06/2023

All active positions of Eric Lockenvitz

Former positions of Eric Lockenvitz

Companies	Position	End
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/05/2023

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Linked companies

Private companies	3
Mutual of America Capital Management LLC Mutual of America Capital Management LLC Investment ManagersFinance Capital Management employs an active, quality-driven, bottom-up equity investment approach in which stock selection is the primary focus. Fundamental research is augmented by quantitative research models. Risk in the equity market is mitigated by constructing well-diversified, sector-neutral portfolios and monitoring risk exposures to determine that they are constrained within acceptable limits. Within the fixed income market, the firm employs a quality, credit-rating-driven, bottom-up approach. The focus is on using credit research to identify risk-adjusted incremental yield spreads. Risk in the fixed income markets is controlled by managing duration and maintaining diversification as appropriate.	Finance
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Lafayette College Lafayette College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services