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 |
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Edge Asset Management, Inc.
Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Portfolio Manager-Fixed Income | 2009-12-30 |
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Private companies | 1 |
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Edge Asset Management, Inc.
Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Finance |
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