Jeff Helfrich

Analyst-Equity at

Penn Davis McFarland, Inc.

Finance

Consumer Services

Profile

Mr. Jeffrey W.
Helfrich, CFA, is a Portfolio Manager & Research Analyst at Penn Davis McFarland, Inc. Mr. Helfrich joined the firm in 2010 and his primary responsibility is investment research and portfolio management.
He is a member of the firm Investment Committee.
He has been an Equity Research Analyst with the Janus Capital Group, and Independence Capital Asset Partners, LLC in Denver, Co. Prior to joining Penn Davis McFarland, he was a research analyst for Perot Investments, the private investment company for the Perot family in Dallas.
He graduated magna cum laude from Harvard University with an AB in Economics and is a CFA charter holder.

Jeff Helfrich active positions

Companies	Position	Start
Penn Davis McFarland, Inc. Penn Davis McFarland, Inc. Investment ManagersFinance PDM is a contrarian investor that utilizes a disciplined and repeatable investment process designed to be long-term oriented with low turnover. While they have a global focus, the firm implements their strategy through US-listed securities. Their strong sell discipline also serves as an important part of the firm’s risk management process. To produce the best possible after-tax return, PDM will sell to harvest losses when possible.	Analyst-Equity	01/01/2010

All active positions of Jeff Helfrich

Former positions of Jeff Helfrich

Companies	Position	End
Perot Investments, Inc. Perot Investments, Inc. Investment ManagersFinance Perot Investments invests in companies located in the United States. The firm focuses on information technology and services sector. It provides financing for growth stage transactions.	Private Equity Analyst	30/04/2010
Janus Henderson Investors US LLC Janus Henderson Investors US LLC Investment ManagersFinance JHIUS offers US equity, global and international equity, fixed income, asset allocation and alternative investment strategies, including long-short portfolios. For their fundamental investment strategies, the firm seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research. They utilize two complementary processes: a top-down macro analysis and a bottom-up risk/reward analysis.	Analyst-Equity	31/12/2007
Independence Capital Asset Partners LLC Independence Capital Asset Partners LLC Investment ManagersFinance Independence Capital Asset Management invests primarily in the stocks of US companies in the consumer services, energy minerals and healthcare technology, electronic technology and finance sectors. The firm invests across all market-caps. Independence Capital Asset Partners maintains a high turnover rate.	Corporate Officer/Principal	-

See the detail of Jeff Helfrich's experience

Training of Jeff Helfrich

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Jeff Helfrich's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	5
Janus Henderson Investors US LLC Janus Henderson Investors US LLC Investment ManagersFinance JHIUS offers US equity, global and international equity, fixed income, asset allocation and alternative investment strategies, including long-short portfolios. For their fundamental investment strategies, the firm seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research. They utilize two complementary processes: a top-down macro analysis and a bottom-up risk/reward analysis.	Finance
Penn Davis McFarland, Inc. Penn Davis McFarland, Inc. Investment ManagersFinance PDM is a contrarian investor that utilizes a disciplined and repeatable investment process designed to be long-term oriented with low turnover. While they have a global focus, the firm implements their strategy through US-listed securities. Their strong sell discipline also serves as an important part of the firm’s risk management process. To produce the best possible after-tax return, PDM will sell to harvest losses when possible.	Finance
Independence Capital Asset Partners LLC Independence Capital Asset Partners LLC Investment ManagersFinance Independence Capital Asset Management invests primarily in the stocks of US companies in the consumer services, energy minerals and healthcare technology, electronic technology and finance sectors. The firm invests across all market-caps. Independence Capital Asset Partners maintains a high turnover rate.	Finance
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Perot Investments, Inc. Perot Investments, Inc. Investment ManagersFinance Perot Investments invests in companies located in the United States. The firm focuses on information technology and services sector. It provides financing for growth stage transactions.	Finance