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Helena Scholz
Analyst-Equity at
Hudson Edge Investment Partners, Inc.
Profile
Ms. Helena Scholz, CFA, is a Portfolio Manager & Senior Research Analyst at Hudson Edge Investment Partners, Inc. She is responsible for security selection for the Small Cap Value strategy and research for the Large Cap Value strategy.
She has been with the firm since 2008.
She served six years as a Research Analyst on the Value Equity team in addition to roles overseeing performance analysis and as a product specialist for the Value Equity strategies.
She earned a Bachelor of Science degree in Marketing from Lehigh University’s College of Business and Economics.
She completed the Chartered Financial Analyst program in 2015, is a CIPM certificate holder, and a member of the New York Society of Security Analysts.
Helena Scholz active positions
| Companies | Position | Start |
|---|---|---|
Hudson Edge Investment Partners, Inc.
 Hudson Edge Investment Partners, Inc. Investment ManagersFinance Hudson Edge seeks to add value for clients by investing in undervalued securities in all of its investment disciplines. Their investment strategy involves a fundamentally driven quantitative and qualitative security analysis, coupled with a risk-averse approach to portfolio construction, which has provided long-term results regardless of market conditions. | Analyst-Equity | 01/06/2008 |
Training of Helena Scholz
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
31
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Hudson Edge Investment Partners, Inc.
Hudson Edge Investment Partners, Inc. Investment ManagersFinance Hudson Edge seeks to add value for clients by investing in undervalued securities in all of its investment disciplines. Their investment strategy involves a fundamentally driven quantitative and qualitative security analysis, coupled with a risk-averse approach to portfolio construction, which has provided long-term results regardless of market conditions. | Finance |
Lehigh University’S College of Business & Economics
 Lehigh University’S College of Business & Economics Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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