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Kathy Jassem
Director/Board Member at
PILLARSTONE CAPITAL REIT
Net worth: 119 638 $ as of 31/12/2022
Profile
Kathy Meredith Jassem is currently an Independent Trustee at Pillarstone Capital REIT since 2018 and a Senior Portfolio Manager at the New Jersey Division of Investment since 2008.
Formerly, worked as a Portfolio Manager at Sturdivant & Co., Inc. Education includes an undergraduate degree from Cornell College (Iowa) and an MBA from The Wharton School of the University of Pennsylvania.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 01/06/2026 | 57,319 ( 8.72% ) | 114 638 $ | 31/12/2022 | |
| 01/06/2026 | 2,500 ( 1.08% ) | 5 000 $ | 31/12/2022 |
Kathy Jassem active positions
| Companies | Position | Start |
|---|---|---|
| PILLARSTONE CAPITAL REIT | Director/Board Member | 09/08/2018 |
New Jersey Division of Investment
 New Jersey Division of Investment Investment ManagersFinance NJDI aims to preserve capital and to realize, over time, earnings sufficient to meet or exceed the regular interest rate and to meet the pension fund's future obligations. Their analysts employ the use of bottom-up fundamental research methods to identify investments with strong earnings potential. | Portfolio Manager-Equities | 01/09/2008 |
Former positions of Kathy Jassem
| Companies | Position | End |
|---|---|---|
Sturdivant & Co., Inc.
 Sturdivant & Co., Inc. Investment ManagersFinance Sturdivant utilizes a value-driven research approach. They offer separate account large-cap value, all-cap and concentrated investment styles. Sturdivant's research team performs traditional fundamental bottoms-up company and industry analysis in addition to having a team dedicated to quantitative portfolio strategy. Their core approach to fundamental analysis is to identify and understand attractive companies and industries in which to invest. The process of evaluating companies under coverage involves a qualitative assessment of management and its competitive threats and opportunities. Sturdivant ties this assessment to a company's financial performance through their financial statements. The last step is to make a risk adjusted assessment of value. Typically this assessment is based upon a minimum of two methods with free cash flow generation typically serving as the primary methodology. Sturdivant's portfolio research leverages their fundamental research with quantitative analysis. They blend proprietary valuation techniques with appropriate back tests on a variety of approaches. However, the cornerstone of many of their services relies on earnings revisions. They employ a proprietary software program that analyzes and screens their ratings and other fundamental variables. | Analyst-Equity | 01/10/2007 |
Training of Kathy Jassem
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
25
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Pillarstone Capital REIT
 Pillarstone Capital REIT Real Estate Investment TrustsFinance Operates as real estate investment trust | Finance |
Sturdivant & Co., Inc.
Sturdivant & Co., Inc. Investment ManagersFinance Sturdivant utilizes a value-driven research approach. They offer separate account large-cap value, all-cap and concentrated investment styles. Sturdivant's research team performs traditional fundamental bottoms-up company and industry analysis in addition to having a team dedicated to quantitative portfolio strategy. Their core approach to fundamental analysis is to identify and understand attractive companies and industries in which to invest. The process of evaluating companies under coverage involves a qualitative assessment of management and its competitive threats and opportunities. Sturdivant ties this assessment to a company's financial performance through their financial statements. The last step is to make a risk adjusted assessment of value. Typically this assessment is based upon a minimum of two methods with free cash flow generation typically serving as the primary methodology. Sturdivant's portfolio research leverages their fundamental research with quantitative analysis. They blend proprietary valuation techniques with appropriate back tests on a variety of approaches. However, the cornerstone of many of their services relies on earnings revisions. They employ a proprietary software program that analyzes and screens their ratings and other fundamental variables. | Finance |
New Jersey Division of Investment
New Jersey Division of Investment Investment ManagersFinance NJDI aims to preserve capital and to realize, over time, earnings sufficient to meet or exceed the regular interest rate and to meet the pension fund's future obligations. Their analysts employ the use of bottom-up fundamental research methods to identify investments with strong earnings potential. | Finance |
Cornell College (Iowa)
 Cornell College (Iowa) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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