Profile
Mr. Brett R.
Jefferson is a President & Co-Chief Investment Officer at Hildene Capital Management LLC.
He oversees all firm investment decisions and strategies and chairs the firm’s Executive Committee.
With over 25 years of combined experience in the structured finance market and the option arbitrage industry.
Prior to founding Hildene, Mr. Jefferson was a Senior Portfolio Manager of the Marathon Structured Finance Fund, which had no down months during his tenure.
Prior to Marathon, he worked in the Structured Credit Products groups at Salomon Smith Barney and Chase Securities.
Mr. Jefferson graduated with a bachelor’s degree from Syracuse University and a Master of Management degree from J.L.
Kellogg School of Management at Northwestern University.
Brett Rodmann Jefferson active positions
| Companies | Position | Start |
|---|---|---|
Hildene Capital Management LLC
Hildene Capital Management LLC Investment ManagersFinance Hildene aims to generate attractive risk-adjusted returns for their institutional clientele by employing a disciplined, systematic approach to credit investments, while aligning the firm's interests with those of their clients by investing significant internal capital alongside them. The firm uses a bottom-up approach that analyzes each investment opportunity from a fundamental and technical perspective, evaluating innate structural value, net asset value, liquidation value and other fundamental and technical factors. Using this approach, HCM purchases instruments and securities that it believes are mispriced because of either their complexity or a technical component in the marketplace. Ultimate value is achieved through a long-term view that focuses on the general realization of value in the underlying assets. | Founder | 2007-12-31 |
Former positions of Brett Rodmann Jefferson
| Companies | Position | End |
|---|---|---|
Marathon Asset Management LP
Marathon Asset Management LP Investment ManagersFinance Marathon focuses on investing in the global credit and fixed income markets. Credit selection is based on their bottom-up fundamental research, capital structure and situational expertise. They pursue a highly integrated, research-intensive approach utilizing synergies across their platform. | Portfolio Manager-Fixed Income | 2008-02-27 |
O'Connor & Associates
O'Connor & Associates Investment Banks/BrokersFinance Securities options concern | Corporate Officer/Principal | - |
Chicago Research & Trading Group Ltd.
Chicago Research & Trading Group Ltd. Investment Banks/BrokersFinance Options market making & trading | Corporate Officer/Principal | - |
Chase Securities, Inc.
Chase Securities, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Salomon Smith Barney, Inc.
Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Training of Brett Rodmann Jefferson
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 | 8 |
|---|---|
Marathon Asset Management LP
Marathon Asset Management LP Investment ManagersFinance Marathon focuses on investing in the global credit and fixed income markets. Credit selection is based on their bottom-up fundamental research, capital structure and situational expertise. They pursue a highly integrated, research-intensive approach utilizing synergies across their platform. | Finance |
O'Connor & Associates
O'Connor & Associates Investment Banks/BrokersFinance Securities options concern | Finance |
Chicago Research & Trading Group Ltd.
Chicago Research & Trading Group Ltd. Investment Banks/BrokersFinance Options market making & trading | Finance |
Chase Securities, Inc.
Chase Securities, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Syracuse University
Syracuse University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hildene Capital Management LLC
Hildene Capital Management LLC Investment ManagersFinance Hildene aims to generate attractive risk-adjusted returns for their institutional clientele by employing a disciplined, systematic approach to credit investments, while aligning the firm's interests with those of their clients by investing significant internal capital alongside them. The firm uses a bottom-up approach that analyzes each investment opportunity from a fundamental and technical perspective, evaluating innate structural value, net asset value, liquidation value and other fundamental and technical factors. Using this approach, HCM purchases instruments and securities that it believes are mispriced because of either their complexity or a technical component in the marketplace. Ultimate value is achieved through a long-term view that focuses on the general realization of value in the underlying assets. | Finance |
Salomon Smith Barney, Inc.
Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
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