| Profile
(This page describes Jarrod Wilcox and some firm
capabilities. Go to our services page for a
succinct and concrete listing of what we do for clients.)
Wilcox Investment Inc. is an SEC registered investment adviser founded by
Jarrod Wilcox in 2001. I am a former business school teacher,
management consultant, and investment manager. Before founding Wilcox
Investment, I served in a wide range of senior capacities in
institutional money management. I have worked as portfolio manager, director of
research, and chief investment officer, investing in US stocks,
international stocks, bonds, and currencies, working closely in many cases
with clients with special needs, both taxable and tax exempt. My
experience, education and selected publications are shown below.
Currently, I am able to offer high quality, long-term help to up to five
clients. I am also interested in designing and maintaining customized
stock portfolios that will prove better than conventional diversification.
These aim to improve the relationship of return to risk. They are
designed for clients either who have extraordinary career, business or
investment risk exposure to a single stock or industry or who face excessive
interest rate risk from portfolios dominated by long-term bonds.
I offer strong simulation and statistical research drawn from extensive
databases, as well as familiarity with academic and professional investment
research. I also listen carefully to client needs, and provide regular
customized reports and, where desired, investor education.
Further information, including our Form ADV, Part II, can be obtained by contacting us by telephone at
001-617-332-4666, by e-mail at
jwilcox@wilcoxinvest.com,or by mail
at the following address.
Jarrod Wilcox
Wilcox Investment
950 Centre Street
Newton, MA 02459
Experience, Education & Publications
|
Jarrod W.
Wilcox, PhD, CFA
950 Centre Street
Newton, Massachusetts 02459
Tel 617-332-4666 Fax 617-332-8953
EXPERIENCE
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November, 2001 To Present |
President, Wilcox Investment, Inc.
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November, 1994 To October, 2001 |
Director of International Equities,
Director of Research, Director of Overseas Products & Currency, Director of
Advanced Products, PanAgora Asset MAnagement
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January, 1991 to October, 1994 |
Portfolio Manager, Director of
International Investments, Batterymarch Financial Management.
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September, 1985 to January, 1991 |
Head of Equity Group, Chief Investment
Officer, Colonial Management Associates.
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1980 to 1985 |
Senior Vice President, Trustee,
Batterymarch Financial Management.
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1975 to 1980 |
President, Advantage Group.
Management consultant.
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1973 to 1975 |
Consultant, The Boston Consulting
Group.
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1970 to 1973 |
Assistant Professor, Alfred P. Sloan
School of Management, M.I.T.
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EDUCATION
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1968-1970 |
Sloan School, M.I.T. Ph.D. Management.
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1966-1967 |
Sloan School, M.I.T. S.M. Management.
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1961-1965 |
Sloan School, M.I.T. S.B. Industrial Management
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PUBLICATIONS
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2003 |
“Harry Markowitz and the Discretionary Wealth
Hypothesis”, Journal of Portfolio Management, Spring 2003, pp. 58-65.
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2001 |
“Risk and Benchmarks”, Indexes: the Journal of Index
Issues, 3rd Qtr, 2001, pp. 54-62.
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2001 |
“Better Dynamic Hedging”, Journal of Risk Finance,
Summer 2001, pp. 5-15. |
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2000 |
“Better Risk Management”, Journal of Portfolio
Management, Summer 2000, pp. 53-64.
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1999 |
“An Investor’s Perspective on the Asian Crisis”, in
Financial Markets and Development:The Crisis in Emerging Markets, edited
by A.Harwood, R. Litan and M. Pomerleano, Brookings Institution Press.
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1999 |
Investing By The Numbers, Frank Fabozzi
Associates.
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1998 |
“Investing at the Edge”, Journal of Portfolio
Management, Spring 1998, pp. 9-21.
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1997 |
“Better Emerging Market Portfolios”, Emerging
Markets Quarterly, Summer 1997, pp. 5-16.
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1994
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"Selling Bottlenecks: Causes and Treatments",
Financial Analysts Journal, March/April 1994, pp 49-54.
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1994 |
"EAFE is for Wimps", Journal of Portfolio Management,
Spring 1994.
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1993 |
"The Effect of Transactions Costs and Delay on
Performance Drag" Financial Analysts Journal, March/April 1993, pp
45-54, p 77.
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1992 |
"Taming Frontier Markets"
Journal of Portfolio Management, Fall 1992, pp.51-56.
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1992 |
"Global Investing in Emerging Markets" Financial
Analysts Journal, January/February 1992, pp 15-19.
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1986 |
"Practice and Theory in International Equity
Investment" Financial Analysts Journal, January/February 1986, pp
17-21.
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1984 |
"Managing Security Portfolios" Ch 17 in Handbook of
Modern Finance, edited by Dennis E. Logue, 1984, Warren, Gorham &
Lamont, Boston, Massachusetts. pp 17-1 to 17-33.
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1984 |
"The P/B-ROE Valuation Model" Financial Analysts
Journal, January/February 1984, pp 3-11.
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1976 |
"The Gambler's Ruin Approach to Business Risk" Sloan
Management Review, Fall 1976, pp 33-46.
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1972 |
A Method for Measuring Decision Assumptions,
1972, The MIT Press, Cambridge, Massachusetts.
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1971 |
A Gambler's Ruin Prediction of Business Failure Using
Accounting Data" Sloan Management Review, Spring 1971, pp 1-10.
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