![Craig V. Sosey](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Sosey has been in the banking and financial analysis industry since 1985.
He holds a BS in Finance from the University of the Pacific and an MBA from the University of California, Berkeley.
He has extensive experience managing government and mortgage-backed securities.
Within mortgages, Mr. Sosey looks for securities with predictable prepayment characteristics-this process helps manage both interest rate and prepayment risk.
Developing a consistent, disciplined strategy to manage key bond characteristics, while at the same time balancing risk/reward parameters, is at the heart of the WM fixed-income approach.
He joined WM Advisors in 1998, and he has banking and financial analysis experience dating back to 1981.
Mr. Sosey holds a B.S.
in Finance from the University of the Pacific and an M.B.A. from the University of California, Berkeley.
Former positions of Craig V. Sosey
| Companies | Position | End |
|---|---|---|
Edge Asset Management, Inc.
 Edge Asset Management, Inc. Investment ManagersFinance Edge is a long-term investor that seeks to invest in outstanding businesses when they are mispriced due to company-specific issues or industry disruptions. Their investment process is characterized by deep fundamental, bottom-up research and a long-term investment horizon, and may be contrarian biased. The firm offers four equity strategies: Equity Income, SMID Equity Income, Concentrated Mid-Cap, and Capital Appreciation. | Portfolio Manager-Fixed Income | 2009-12-30 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
27
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Edge Asset Management, Inc.
Edge Asset Management, Inc. Investment ManagersFinance Edge is a long-term investor that seeks to invest in outstanding businesses when they are mispriced due to company-specific issues or industry disruptions. Their investment process is characterized by deep fundamental, bottom-up research and a long-term investment horizon, and may be contrarian biased. The firm offers four equity strategies: Equity Income, SMID Equity Income, Concentrated Mid-Cap, and Capital Appreciation. | Finance |
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