Ben Waddicor

Trading-Equity at

J. M. Forbes & Co. LLP

Finance

Consumer Services

Commercial Services

Profile

Benjamin Stephen Waddicor is currently a Portfolio Manager at J.
M.
Forbes & Co. LLP, a position held since 2006.
Formerly, Mr. Waddicor worked as a Senior Tax Associate at Samet & Co. PC.
Education includes an undergraduate degree from Northeastern University, conferred in 2001.

Ben Waddicor active positions

Companies	Position	Start
J. M. Forbes & Co. LLP J. M. Forbes & Co. LLP Investment ManagersFinance JM Forbes & Co. aims to generate strong risk-adjusted returns in good times and careful capital preservation in periods of downturn. The firm employs a core investment style that includes a broad universe of over 100 companies that fit their investment criteria from which a core portfolio of 40-50 names is built. This core equity portfolio is the foundation on which their portfolios are built, along with a blend of fixed income securities. JM Forbes & Co. normally invest in established mid- to large-cap companies in the US and abroad. Their investment approach results in relatively low turnover – so stock holdings might shift approximately 10% to 20% in a given year.	Trading-Equity	01/05/2006

All active positions of Ben Waddicor

Former positions of Ben Waddicor

Companies	Position	End
Samet & Co. PC Samet & Co. PC Miscellaneous Commercial ServicesCommercial Services Operates as an accounting firm	Corporate Officer/Principal	-

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Linked companies

Private companies	3
J. M. Forbes & Co. LLP J. M. Forbes & Co. LLP Investment ManagersFinance JM Forbes & Co. aims to generate strong risk-adjusted returns in good times and careful capital preservation in periods of downturn. The firm employs a core investment style that includes a broad universe of over 100 companies that fit their investment criteria from which a core portfolio of 40-50 names is built. This core equity portfolio is the foundation on which their portfolios are built, along with a blend of fixed income securities. JM Forbes & Co. normally invest in established mid- to large-cap companies in the US and abroad. Their investment approach results in relatively low turnover – so stock holdings might shift approximately 10% to 20% in a given year.	Finance
Northeastern University Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Samet & Co. PC Samet & Co. PC Miscellaneous Commercial ServicesCommercial Services Operates as an accounting firm	Commercial Services