SF based mutual funds???
I can only really think of Dodge & Cox, BlackRock...
What other fund families are out of San Francisco/Bay area? A shiny prize goes to whoever produces the longest list ;)
I can only really think of Dodge & Cox, BlackRock...
What other fund families are out of San Francisco/Bay area? A shiny prize goes to whoever produces the longest list ;)
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Franklin Templeton is based out of San Mateo which is nearby.
Also, BlackRock in SF doesn't do any work with mutual funds.... it's all indexing for iShares ETFs. Office used to be Barclay's Global Investors prior to the aquisition.
What's the reputation of Franklin Templeton? Is it a good place to be?
Depends on what you want. If you're looking to work in portfolio management/stock picking/research, San Mateo isn't the greatest place. Most of the San Mateo HQ is either administrative offices or MO/BO roles (lots of marketing, strategy, and business analyst roles.) There are a handful of largely US Equity driven portfolio teams and managers out in San Mateo, but they do very little hiring. What little hiring they do is mostly of post-MBA grads.
Most undergrads who go into the portfolio teams at FTI start at their New York, London, or HK offices since that's where a bulk of their larger teams are.
Agreed. There are some big funds also located in Fort Lauderdale, Nassau and Toronto, but any new hire onto the portfolio teams is a post-MBA candidate.
Blue chip name, no problem putting that on your resume.
Grazie Mr. Berlusconi,
I'm trying to jockey into a wholesaling gig in SF and start from there. F.T. would be an easy(ish) sell
Silvio is correct on Blackrock SF...
Artisan is a big one. There's also Wells Capital, Capital World Investors (HQ in LA), Loomis and Sayles. I'm sure I'm missing a few more. CREF is pension fund money, but it's one of the fat cats in town.
You guys have hit the big ones. I didn't know LS had a major presence in SF. I'll add:
Capital Group has small office, but is fully functional (i.e. they do research there).
You've got Symphony Asset Management, a Nuveen sub. I don't know much about them.
RS investments is also based in SF. I think these are small cap guys.
The Matthews Asia funds are also out of SF.
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