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Willem Schilpzand

Willem Schilpzand

Portfolio Manager at Acr Alpine Capital Research, LLC

St. Louis, MO , United States

About

Willem Schilpzand is a Portfolio Manager at ACR Alpine Capital Research, LLC in St. Louis, Missouri, where he specializes in asset management and investment strategy for institutional and high-net-worth clients. His responsibilities include portfolio construction, security selection, and risk management, primarily focusing on public equity and multi-strategy allocations as evidenced by his role in co-managing the ACR Multi-Strategy Quality Return (MQR) Fund.

Schilpzand has significant experience analyzing and investing in global equities, with a coverage history that includes major sectors such as financials, consumer discretionary, technology, and industrials. He has overseen portfolio allocations in companies like Citigroup, Dollar General, Microsoft, and Arrow Electronics, indicating a focus on large-cap equities and multi-sector global investment strategies.

Prior to joining ACR in 2010, Schilpzand held research roles at East Coast Asset Management and MFS Investment Management in the UK, gaining hands-on experience in both U.S. and international equity markets. He holds an MBA in Applied Value Investing from Columbia Business School, a BBA in International Business from the University of Georgia, and pursued additional academic study in German at the University of Regensburg, establishing his expertise in global markets, value investing, and cross-border portfolio management.

Career History

OrganizationRoleDate RangeDetails
ACR Alpine Capital Research, LLCPortfolio ManagerJun 2010 to Present
Responsible for investment idea generation, business analysis, fundamental valuation, investment selection, investment monitoring and risk management for the firm's investment strategies.
East Coast Asset ManagementEquity InternNov 2009 to Jan 2010
Performed fundamental research on current and prospective equity holdings
MFS Investment Management (UK)Global Equity Research InternJun 2009 to Aug 2009
Performed fundamental research on the European online gaming industry
Merrill LynchInvestment AnalystJan 2005 to Jan 2008
•Researched, developed and executed equity, fixed income, alternative investments and derivative strategies for clients •Performed due diligence and analyzed performance of money managers, hedge funds...
IBM Global Services - IrelandCommissionaire AccountantJan 2004 to Jan 2004
•Analyzed and reconciled foreign currency denominated inter-company statements •Performed internal compliance checks to validate reconciliation accuracy
IBM Global Services - USAFinancial AnalystJan 2003 to Jan 2004
• Analyzed and forecasted revenue and cost for ten of IBM’s strategic outsourcing contracts • Researched the contracts’ legal documents and addenda to verify billing accuracy.

Education

Columbia Business School

MBA, Applied Value Investing

2008 2010

University of Regensburg

Study Abroad, German

2002 2003

University of Georgia - Terry College of Business

BBA, International Business

1998 2002

Columbia University - Columbia Business School

Skills & Expertise

Equities
Investments
Project Management
Equity Research
Asset Management
Investment Management
Microsoft Word
Corporate Finance
Access Control
Bonds

Others at Acr Alpine Capital Research, LLC (8)

NameRoleLocation
Chris Scibelli
Chris Scibelli
Managing Director, Institutional Client RelationsLos Angeles, CA , United States
D
Drew Imhoff
AnalystSt. Louis, MO , United States
Eric Loyet
Eric Loyet
Investment AnalystSt. Louis, MO , United States
Mark Unferth
Mark Unferth
Portfolio ManagerNJ , United States
T
Tim Piechowski
Portfolio ManagerSt. Louis, MO , United States
A
Ari Veittiaho
AnalystLondon, United Kingdom
Dominic Tocco
Dominic Tocco
AnalystSt. Louis, MO , United States
Jane Atmodjojo, CFA, CIPM
Jane Atmodjojo, CFA, CIPM
Managing Director - PerformanceLos Angeles, CA , United States

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