Ann Wheaton

Experience

• 

  United States Steel & Carnegie Pension Fund

  Jan 1987 - Jan 2018

  I managed the Health Care segment of the portfolio in excess of $500 million as part of a two person team with responsibility for Pharmaceuticals, Biotechnology and Medical Devices. I performed bottoms-up analysis, meeting with senior managements, industry contacts and sell-side analysts. I created and maintained earnings, cash flow and valuation models.-Produced 16.6% and 17.3% annualized returns respectively for the eight-and five-year periods ending September 2017. Outperformed S&P 500 and S&P Health Care Index over both periods. -Evaluated Pharmaceuticals, Biotechnology and Medical Devices and also Managed Care, Restaurants and Specialty Retailing at various times.-Analyzed and tracked 20-25 companies closely. -Created topical Investment Committee presentations and investment reviews regularly.-Collaborated with bond team as credit analyst for assigned industries. Show less

  • Sector Portfolio Manager/Senior Equity Analyst

    Jan 1995 - Jan 2018

  • Senior Equity Analyst

    Jan 1987 - Jan 1995