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Profil
Mr. Adam Cohen is an Equity Analyst at Piedmont Investment Advisors LLC.
He joined Piedmont in 2016 following the company’s acquisition of NCM Capital Management.
Prior to his current position, Mr. Cohen worked as a Senior Operations Specialist at NCM Capital Management, and as an Assistant Trader, Business Administrator and a Customer Service Representative at Federated Investors.
Mr. Cohen earned a Bachelor’s of Arts Degree from the University of Pittsburgh in Economics and an MBA in Finance at Duquesne University’s John F.
Donahue Graduate School of Business.
Anciens postes connus de Adam Cohen
| Sociétés | Poste | Fin |
|---|---|---|
Piedmont Investment Advisors, Inc.
 Piedmont Investment Advisors, Inc. Investment ManagersFinance Piedmont Investment Advisors employs an objective and disciplined investment process that seeks to generate consistent excess returns over a full market cycle. The firm's risk-aware equity investment philosophy focuses on extracting alpha from three interconnected processes: Quantitative, Fundamental, and Macro. They believe that this combination offers the best opportunity to outperform in the long term and maximize the return per unit of risk for their clients. All of Piedmont’s equity products use this approach with each component used in varying degrees for each product. The firm's Strategic Core strategy is managed using a fundamental process but it utilizes quantitative models as a source of idea generation. Macro insights are taken into consideration in the process of portfolio construction. For their Market Plus, Optimized SMID Core and Optimized Small Cap Core, the quantitative models are the primary drivers of stock selection and portfolio construction while fundamental and macro insights are used as inputs for risk control in the portfolio construction process. Smart Beta products are managed using factor based weighting schemes. Piedmont’s Russell Top 200 Index strategy, S&P 500 Index Strategy and S&P 600 Index Strategy use full replication methodology to generate index like returns. Piedmont constructs customized, yield-advantaged fixed income portfolios with the expectation of outperformance over a full market cycle. Their yield-advantaged style seeks to dampen performance volatility by encompassing moderate duration shifts, strategically overweighting spread sectors, and being opportunistic along the yield curve. These objectives are synthesized and implemented within the context of a quantitative backdrop. Active management connotes a constant assessment of relative value, that is, whether expected returns are commensurate with the level of risk taken. Piedmont's bias is typically an overweight in the spread sectors. They construct well-diversified portfolios to give clients the broad benefit of owning these sectors while remaining mindful of not unduly exposing the portfolio to any one issue. Conversely, security selection is emphasized, but within the context of its overall risk versus expected return. | Analyst-Equity | 01/03/2017 |
NCM Capital Management Group, Inc.
 NCM Capital Management Group, Inc. Investment ManagersFinance NCM Capital Management Group's investment selection process is based on the development of a Master Buy List. The firm's equity strategies seek to outperform its benchmark index over a 3 to 5 year period. NCM's equity strategies include: Broad Growth, Large-Cap Growth, Mid-Cap Core and Mid-Cap Growth. The firm's Broad Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 70 companies with attractive valuations relative to growth prospects. The strategy's objective is to outperform the S&P 500 Index and an appropriate peer group over a 3 to 5 year period. NCM invests only in high-quality securities that are diversified across various industries and sectors of the S&P 500. They maintain a fully-invested approach. NCM's Large-Cap Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 50 to 70 large-cap companies with superior earnings growth. The strategy's objective is to outperform the Russell 1000 Growth Index and an appropriate peer group over a 3 to 5 year period. NCM invests only in high-quality securities that are diversified across various industries and sectors of the Russell 1000 Growth Index. They maintain a fully-invested approach. The firm's Mid-Cap Core strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 60 mid-cap companies with strong earnings characteristics and attractive valuations. The strategy's objective is to outperform the Russell Mid-Cap Index and an appropriate peer group over a 3 to 5 year period. The firm invests in high-quality mid-cap securities with sufficient liquidity that are diversified across various industries and sectors of the Russell Mid-Cap Index. They maintain a fully-invested approach. NCM's Mid-Cap Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 60 mid-cap companies with exceptional growth profiles as measured by positive earnings per share revisions, positive and accelerating earnings per share growth and positive earnings surprises. The strategy's objective is to outperform the Russell Mid-Cap Growth Index and an appropriate peer group over a 3 to 5 year period. The firm invests in high-quality mid-cap securities with sufficient liquidity that are diversified across various industries and sectors of the Russell Mid-Cap Growth Index. They maintain a fully-invested approach. Though not limited by sector, NCM tends to invest in the stocks of US mid-cap and large-cap companies in the electronic technology, technology services and health technology and finance sectors. The firm maintains a medium turnover rate. | Analyst-Equity | - |
Formation de Adam Cohen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
NCM Capital Management Group, Inc.
NCM Capital Management Group, Inc. Investment ManagersFinance NCM Capital Management Group's investment selection process is based on the development of a Master Buy List. The firm's equity strategies seek to outperform its benchmark index over a 3 to 5 year period. NCM's equity strategies include: Broad Growth, Large-Cap Growth, Mid-Cap Core and Mid-Cap Growth. The firm's Broad Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 70 companies with attractive valuations relative to growth prospects. The strategy's objective is to outperform the S&P 500 Index and an appropriate peer group over a 3 to 5 year period. NCM invests only in high-quality securities that are diversified across various industries and sectors of the S&P 500. They maintain a fully-invested approach. NCM's Large-Cap Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 50 to 70 large-cap companies with superior earnings growth. The strategy's objective is to outperform the Russell 1000 Growth Index and an appropriate peer group over a 3 to 5 year period. NCM invests only in high-quality securities that are diversified across various industries and sectors of the Russell 1000 Growth Index. They maintain a fully-invested approach. The firm's Mid-Cap Core strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 60 mid-cap companies with strong earnings characteristics and attractive valuations. The strategy's objective is to outperform the Russell Mid-Cap Index and an appropriate peer group over a 3 to 5 year period. The firm invests in high-quality mid-cap securities with sufficient liquidity that are diversified across various industries and sectors of the Russell Mid-Cap Index. They maintain a fully-invested approach. NCM's Mid-Cap Growth strategy employs quantitative analysis and rigorous fundamental research to construct a solid portfolio of the stocks of 40 to 60 mid-cap companies with exceptional growth profiles as measured by positive earnings per share revisions, positive and accelerating earnings per share growth and positive earnings surprises. The strategy's objective is to outperform the Russell Mid-Cap Growth Index and an appropriate peer group over a 3 to 5 year period. The firm invests in high-quality mid-cap securities with sufficient liquidity that are diversified across various industries and sectors of the Russell Mid-Cap Growth Index. They maintain a fully-invested approach. Though not limited by sector, NCM tends to invest in the stocks of US mid-cap and large-cap companies in the electronic technology, technology services and health technology and finance sectors. The firm maintains a medium turnover rate. | Finance |
Piedmont Investment Advisors, Inc.
Piedmont Investment Advisors, Inc. Investment ManagersFinance Piedmont Investment Advisors employs an objective and disciplined investment process that seeks to generate consistent excess returns over a full market cycle. The firm's risk-aware equity investment philosophy focuses on extracting alpha from three interconnected processes: Quantitative, Fundamental, and Macro. They believe that this combination offers the best opportunity to outperform in the long term and maximize the return per unit of risk for their clients. All of Piedmont’s equity products use this approach with each component used in varying degrees for each product. The firm's Strategic Core strategy is managed using a fundamental process but it utilizes quantitative models as a source of idea generation. Macro insights are taken into consideration in the process of portfolio construction. For their Market Plus, Optimized SMID Core and Optimized Small Cap Core, the quantitative models are the primary drivers of stock selection and portfolio construction while fundamental and macro insights are used as inputs for risk control in the portfolio construction process. Smart Beta products are managed using factor based weighting schemes. Piedmont’s Russell Top 200 Index strategy, S&P 500 Index Strategy and S&P 600 Index Strategy use full replication methodology to generate index like returns. Piedmont constructs customized, yield-advantaged fixed income portfolios with the expectation of outperformance over a full market cycle. Their yield-advantaged style seeks to dampen performance volatility by encompassing moderate duration shifts, strategically overweighting spread sectors, and being opportunistic along the yield curve. These objectives are synthesized and implemented within the context of a quantitative backdrop. Active management connotes a constant assessment of relative value, that is, whether expected returns are commensurate with the level of risk taken. Piedmont's bias is typically an overweight in the spread sectors. They construct well-diversified portfolios to give clients the broad benefit of owning these sectors while remaining mindful of not unduly exposing the portfolio to any one issue. Conversely, security selection is emphasized, but within the context of its overall risk versus expected return. | Finance |
University of Pittsburgh
 University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Duquesne University of The Holy Spirit
 Duquesne University of The Holy Spirit Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
