Profile
Prior to joining Artisan in March 1999, Ms. Carlson was portfolio manager of Strong Mid Cap Disciplined Fund, and co-manager of Strong Common Stock and Opportunity Funds.
She was co-manager of Strong Common Stock and Opportunity Funds from December 1993 to December 1998 as well as a number of institutional small-capitalization and mid-capitalization equity portfolios at Strong Capital Management.
She was named portfolio manager for the Strong Mid Cap Disciplined Fund ins January 1999.
She began her investment career at Stein Roe & Farnham in 1986.
Ms. Carlson holds a BBA in Finance from Drake University and an MBA in Finance from DePaul University.
She is a CFA Charterholder.
Former positions of Marina T. Carlson
| Companies | Position | End |
|---|---|---|
Artisan Partners LP
Artisan Partners LP Investment ManagersFinance Artisan Partners manages a range of actively managed investment strategies across diversified market capitalizations, regions and styles. Each investment strategy is focused on an area that they believe provides opportunities to generate returns in excess of the relevant benchmarks. | Portfolio Manager-Equities | 31/05/2010 |
Stein Roe & Farnham, Inc.
Stein Roe & Farnham, Inc. Investment ManagersFinance Provides insurance and investment products | Corporate Officer/Principal | - |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio. | Portfolio Manager-Equities | - |
Training of Marina T. Carlson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio. | Finance |
Stein Roe & Farnham, Inc.
Stein Roe & Farnham, Inc. Investment ManagersFinance Provides insurance and investment products | Finance |
Artisan Partners LP
Artisan Partners LP Investment ManagersFinance Artisan Partners manages a range of actively managed investment strategies across diversified market capitalizations, regions and styles. Each investment strategy is focused on an area that they believe provides opportunities to generate returns in excess of the relevant benchmarks. | Finance |
DePaul University
DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Drake University
Drake University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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