Benjamin Herbert

Analyst-Equity at

Philadelphia Financial Management of San Francisco LLC

Finance

Consumer Services

Profile

Benjamin Joseph Herbert currently works at Philadelphia Financial Management of San Francisco LLC, as Analyst from 2023.
Mr. Herbert also formerly worked at Lord, Abbett & Co. LLC, as Research Analyst in 2013, Citigroup Global Markets, Inc. (Broker), as Vice President & Equity Research Analyst from 2017 to 2022, UBS Securities LLC, as Associate Analyst from 2013 to 2017, GSAM Strategist Portfolios LLC, as Senior Research Assistant in 2007, and Cinctive Capital Management LP, as Investment Analyst from 2022 to 2023.
Mr. Herbert received his undergraduate degree in 2001 from Duke University and Masters Business Admin degree in 2009 from The Fuqua School of Business.

Benjamin Herbert active positions

Companies	Position	Start
Philadelphia Financial Management of San Francisco LLC Philadelphia Financial Management of San Francisco LLC Investment ManagersFinance Philadelphia Financial seeks to maximize total returns by investing predominantly (but not exclusively) in US and Canadian publicly traded securities of finance companies including banks, thrifts, brokers, asset managers, insurance, mortgage, specialty finance, REITs, homebuilders, financial technology, and other financial intermediaries. Although the predominant emphasis is on the financial sector, they may invest a portion of the fund’s assets in other sectors in which they have investment experience, such as the automotive sector. Philadelphia Financial takes long positions primarily in undervalued small- to medium-sized companies they believe offer attractive investment opportunities while shorting those with deteriorating fundamentals, questionable accounting practices, or flawed business models.	Analyst-Equity	2023-09-30

All active positions of Benjamin Herbert

Former positions of Benjamin Herbert

Companies	Position	End
Cinctive Capital Management LP Cinctive Capital Management LP Investment ManagersFinance Cinctive employs a multi-manager approach to Long/Short Equity, Macro, and Quantitative investment strategies. Their structure seeks to capitalize on a dedicated specialist approach within each strategy to maximize diversification and alpha generation while minimizing correlation and overlap.	Analyst-Equity	2023-07-31
Citigroup Global Markets, Inc. (Broker) Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2022-06-30
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2016-12-31
Lord, Abbett & Co. LLC Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research.	Corporate Officer/Principal	2013-11-29
GSAM Strategist Portfolios LLC GSAM Strategist Portfolios LLC Investment ManagersFinance Provides investment research	Corporate Officer/Principal	2007-07-30

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Private companies	8
Lord, Abbett & Co. LLC Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research.	Finance
Citigroup Global Markets, Inc. (Broker) Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Philadelphia Financial Management of San Francisco LLC Philadelphia Financial Management of San Francisco LLC Investment ManagersFinance Philadelphia Financial seeks to maximize total returns by investing predominantly (but not exclusively) in US and Canadian publicly traded securities of finance companies including banks, thrifts, brokers, asset managers, insurance, mortgage, specialty finance, REITs, homebuilders, financial technology, and other financial intermediaries. Although the predominant emphasis is on the financial sector, they may invest a portion of the fund’s assets in other sectors in which they have investment experience, such as the automotive sector. Philadelphia Financial takes long positions primarily in undervalued small- to medium-sized companies they believe offer attractive investment opportunities while shorting those with deteriorating fundamentals, questionable accounting practices, or flawed business models.	Finance
Duke University Duke University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
GSAM Strategist Portfolios LLC GSAM Strategist Portfolios LLC Investment ManagersFinance Provides investment research	Finance
The Fuqua School of Business The Fuqua School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cinctive Capital Management LP Cinctive Capital Management LP Investment ManagersFinance Cinctive employs a multi-manager approach to Long/Short Equity, Macro, and Quantitative investment strategies. Their structure seeks to capitalize on a dedicated specialist approach within each strategy to maximize diversification and alpha generation while minimizing correlation and overlap.	Finance