Kevin Perry

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Consumer Services

Producer Manufacturing

Profile

Kevin Perry is currently a Portfolio Manager at UBS O'Connor LLC.
Previously, he worked as a Vice President & Portfolio Manager at Loomis, Sayles & Co. LP from 2001 to 2019.
He also held the position of Head of Fixed Income at Jurika & Voyles LP in 2000.
Additionally, he worked as a Senior Portfolio Manager at Back Bay Advisors LP and as the Chief Investment Officer at Pilgrim Group of Cos.
Mr. Perry obtained his undergraduate degree from the University of New Hampshire in 2015.
He also holds an MBA from Boston University and an undergraduate degree from the University of Lowell.

Former positions of Kevin Perry

Companies	Position	End
Loomis, Sayles & Co. LP Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.	Portfolio Manager-Fixed Income	01/03/2019
Loomis, Sayles & Co. LP Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.	Portfolio Manager-Fixed Income	01/03/2019
Jurika & Voyles LP Jurika & Voyles LP Investment ManagersFinance Provides investment advice	Portfolio Manager-Fixed Income	31/12/2000
Pilgrim Group of Cos. Pilgrim Group of Cos. Electrical ProductsProducer Manufacturing Manufactures cable tray wiring systems and products	Corporate Officer/Principal	-
Back Bay Advisors LP Back Bay Advisors LP Investment ManagersFinance Provides investment advice	Portfolio Manager-Fixed Income	-

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Linked companies

Private companies	8
Loomis, Sayles & Co. LP Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.	Finance
Jurika & Voyles LP Jurika & Voyles LP Investment ManagersFinance Provides investment advice	Finance
Back Bay Advisors LP Back Bay Advisors LP Investment ManagersFinance Provides investment advice	Finance
UBS O'Connor LLC UBS O'Connor LLC Investment ManagersFinance UBS O'Connor generally uses a combination of fundamental and/or quantitative analysis when formulating its investment advice or managing client assets. The firm employs a number of investment strategies in connection with its investment management services. Investment decisions are primarily based on fundamental comparisons. Such bottom-up analysis is combined with a top-down view of opportunities across the various sectors. They believe that the combination of bottom-up and top-down analysis will allow them to identify the most attractive long and short opportunities both across and within sectors and geographies.	Finance
Boston University Boston University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Pilgrim Group of Cos. Pilgrim Group of Cos. Electrical ProductsProducer Manufacturing Manufactures cable tray wiring systems and products	Producer Manufacturing
University of New Hampshire University of New Hampshire Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Lowell University of Lowell Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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