On Wednesday, November 30, Michelle Picard, CFA, Executive Vice President & Portfolio Manager of Geneva Capital Management is going to visit the AIM program. Ms. Picard will talk with the students in the AIM program about Geneva Capital's history, investment philosophy, strategy, process, performance, etc.
Michelle Picard received her CFA charter in 2009. She joined Geneva Capital Management in 1999 as Director of Marketing, was promoted to the position of Research Analyst in 2002, then Vice President & Portfolio Manager in 2005. Michelle became a Principal of the firm in 2006 and an Executive Vice President & Portfolio Manager in 2010.
Geneva Capital invests in high-quality, stocks with a proven and consistent record of growth. Geneva’s goal is to outperform the relevant index over a five year period, while maintaining a risk profile at or below the index's level. The firm’s philosophy focuses on the search for relatively undiscovered high-quality companies with superior management, leadership positions within their industries, and healthy historical and projected earnings growth. Geneva's objective is to find those companies which perform so well, the portfolio can hold the stocks for long periods of time, occasionally trimming the size of the position to take profits and maintain diversification. The Investment Strategy Group establishes extensive management and analyst contacts, and uses a proprietary valuation model that adds discipline to the investment process.
Dr. Krause, AIM program director said, "I am pleased that Michelle is going to visit the AIM program. The AIM students in the Class of 2011 had the opportunity this past year to pitch stocks at a ‘road show’ hosted by Geneva. It is our pleasure to host Michelle on Wednesday – we look forward to continuing to build on a solid long-term relationship with Geneva and the AIM program.”
