Profil
Mr. Adam C.
Thayer, CFA, is a Vice President & Portfolio Manager at Boyd Watterson Asset Management LLC.
He is responsible for managing client portfolios to ensure that assets are invested in a manner that aligns with client guidelines.
Mr. Thayer was previously employed as a Senior Portfolio Manager by Victory Capital Management, Inc. (Investment Management) and a Senior Portfolio Manager by Munder Capital Management.
He received his undergraduate degree from Michigan State University.
Postes actifs de Adam Carter Thayer
| Sociétés | Poste | Début |
|---|---|---|
Boyd Watterson Asset Management LLC
Boyd Watterson Asset Management LLC Investment ManagersFinance Boyd Watterson manages client portfolios across a variety of fixed income and equity strategies. The firm’s fixed income investment philosophy is based on fundamental economic analysis, technical interest rate analysis, and credit research. They seek to identify undervalued securities in order to increase the yield of their portfolios and provide price appreciation. Boyd Watterson applies a top-down, bottom-up approach that blends quantitative screening and fundamental credit research to seek to achieve optimal risk/reward characteristics. Their equity investment philosophy is based on fundamental analysis, both at the macro-economic level and company-specific level. Their investment decisions are based on long-term projections of economic growth and earnings cycles. | Portfolio Manager-Fixed Income | 01/11/2023 |
Anciens postes connus de Adam Carter Thayer
| Sociétés | Poste | Fin |
|---|---|---|
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes. | Analyst-Fixed Income | 01/08/2023 |
Munder Capital Management
Munder Capital Management Investment ManagersFinance Munder Capital Management offers a variety of investment disciplines including large-, mid-, and small-cap growth, small-cap value, international equity and taxable and municipal fixed income. Generally, securities are identified for equity accounts through a variety of fundamental factors such as earnings growth, capital efficiency and valuations. More subjective factors are often considered, such as the quality of the business model, competitive profile and quality of management. Technical factors are also often utilized, such as a company’s relative valuation, momentum and market sentiment. Portfolio construction is monitored and managed through risk controls such as overall tracking effort relative to the portfolio’s benchmark and maintaining discipline on targeted sector exposure, position size and capitalization. Fixed income strategies begin with a view of the economic fundamentals, which may be influenced by the Federal Reserve Bank’s policy intentions, inflation intentions and growth expectations and then key risks are identified, such as regulatory risks, merger and activity risks, and sovereign or contagion risks. These views lead to decisions on how to position a portfolio on the yield curve, opportunistic sector allocations to take advantage of any price discrepancies and, ultimately, security selection. Securities are generally selected by identifying securities with a low probability of a negative credit event, using a proprietary financial ratio model to identify purchase and sale candidates, and searching the market for individual pricing inefficiencies. | Portfolio Manager-Fixed Income | 30/10/2014 |
Formation de Adam Carter Thayer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Munder Capital Management
Munder Capital Management Investment ManagersFinance Munder Capital Management offers a variety of investment disciplines including large-, mid-, and small-cap growth, small-cap value, international equity and taxable and municipal fixed income. Generally, securities are identified for equity accounts through a variety of fundamental factors such as earnings growth, capital efficiency and valuations. More subjective factors are often considered, such as the quality of the business model, competitive profile and quality of management. Technical factors are also often utilized, such as a company’s relative valuation, momentum and market sentiment. Portfolio construction is monitored and managed through risk controls such as overall tracking effort relative to the portfolio’s benchmark and maintaining discipline on targeted sector exposure, position size and capitalization. Fixed income strategies begin with a view of the economic fundamentals, which may be influenced by the Federal Reserve Bank’s policy intentions, inflation intentions and growth expectations and then key risks are identified, such as regulatory risks, merger and activity risks, and sovereign or contagion risks. These views lead to decisions on how to position a portfolio on the yield curve, opportunistic sector allocations to take advantage of any price discrepancies and, ultimately, security selection. Securities are generally selected by identifying securities with a low probability of a negative credit event, using a proprietary financial ratio model to identify purchase and sale candidates, and searching the market for individual pricing inefficiencies. | Finance |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes. | Finance |
Boyd Watterson Asset Management LLC
Boyd Watterson Asset Management LLC Investment ManagersFinance Boyd Watterson manages client portfolios across a variety of fixed income and equity strategies. The firm’s fixed income investment philosophy is based on fundamental economic analysis, technical interest rate analysis, and credit research. They seek to identify undervalued securities in order to increase the yield of their portfolios and provide price appreciation. Boyd Watterson applies a top-down, bottom-up approach that blends quantitative screening and fundamental credit research to seek to achieve optimal risk/reward characteristics. Their equity investment philosophy is based on fundamental analysis, both at the macro-economic level and company-specific level. Their investment decisions are based on long-term projections of economic growth and earnings cycles. | Finance |
Michigan State University
Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















