Eric Bernum

Portfolio Manager-Fixed Income at

Smith Capital Investors LLC

Finance

Consumer Services

Profile

Mr. Eric C.
Bernum, CFA, is a Deputy Chief Investment Officer at Smith Capital Investors LLC.
He is a founding member of Smith Capital Investors.
He has over 20 years of financial industry experience.
Mr. Bernum was previously employed as an Analyst by Janus Capital Management LLC.
He also served as Executive Director and Senior Portfolio Manager at J.P.
Morgan Asset Management.
He earned his Bachelor of Science degree in Finance from Colorado State University, where he earned the Distinguished Scholar Award, and attended the University of South Australia.
He also earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Colorado.

Eric Bernum active positions

Companies	Position	Start
Smith Capital Investors LLC Smith Capital Investors LLC Investment ManagersFinance Smith Capital aims to provide clients a consistent, risk-adjusted return with a keen focus on capital preservation. The firm employs fundamentally driven investment process and an active and flexible approach to managing across a variety of market and rate cycles.	Portfolio Manager-Fixed Income	01/04/2018

All active positions of Eric Bernum

Former positions of Eric Bernum

Companies	Position	End
Janus Henderson Investors US LLC Janus Henderson Investors US LLC Investment ManagersFinance JHIUS offers US equity, global and international equity, fixed income, asset allocation and alternative investment strategies, including long-short portfolios. For their fundamental investment strategies, the firm seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research. They utilize two complementary processes: a top-down macro analysis and a bottom-up risk/reward analysis.	Analyst-Fixed Income	31/12/2009

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Linked companies

Private companies	3
Janus Henderson Investors US LLC Janus Henderson Investors US LLC Investment ManagersFinance JHIUS offers US equity, global and international equity, fixed income, asset allocation and alternative investment strategies, including long-short portfolios. For their fundamental investment strategies, the firm seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research. They utilize two complementary processes: a top-down macro analysis and a bottom-up risk/reward analysis.	Finance
Colorado State University Colorado State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Smith Capital Investors LLC Smith Capital Investors LLC Investment ManagersFinance Smith Capital aims to provide clients a consistent, risk-adjusted return with a keen focus on capital preservation. The firm employs fundamentally driven investment process and an active and flexible approach to managing across a variety of market and rate cycles.	Finance