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Adam Marshall Ware
Analyst-Fixed Income chez
Merganser Capital Management LLC
Profil
Mr. Adam M.
Ware, CFA MBA, is a Principal of Corporate Credit at Merganser Capital Management LLC.
He joined Merganser in 2007.
He is a Portfolio Manager for shorter duration strategies and a Senior Analyst on the corporate credit team.
Earlier in his career at Merganser, Mr. Ware led the firm’s credit research effort.
Prior to joining Merganser, he was a Research Analyst at Loomis, Sayles & Co.
He received his undergraduate degree from the University of Connecticut and an MBA from Cornell University.
Mr. Ware also holds the Chartered Financial Analyst designation.
Postes actifs de Adam Marshall Ware
| Sociétés | Poste | Début |
|---|---|---|
Merganser Capital Management LLC
 Merganser Capital Management LLC Investment ManagersFinance Merganser’s investment process is designed in such a way that allows the investment team to be flexible and responsive to changes in the markets. Their research process has two broad facets: bottom-up and top-down. The firm employs a disciplined value-oriented approach, aiming to be fully invested at all times in the most attractive sectors. Portfolio optimization techniques are employed to produce high risk-adjusted returns. | Analyst-Fixed Income | 01/01/2007 |
Anciens postes connus de Adam Marshall Ware
| Sociétés | Poste | Fin |
|---|---|---|
Merganser Capital Management LP
 Merganser Capital Management LP Investment ManagersFinance Merganser has a very simple investment philosophy. They observe two cardinal principles. First, preserve the client's capital. Second, earn consistent real returns. For each account based on client needs, they set parameters for minimum credit quality, liquidity and maturity range. Within these parameters, they then strive to maximize total return and to outperform client benchmarks. Merganser's investment strategy does not require sacrificing quality, nor is it based on interest rate forecasting. They are fundamental, bottom-up investors, dedicated to understanding intricate fixed-income vehicles, and committed to providing superior returns through identification of securities that are mispriced or have unusually attractive risk/reward characteristics. Because they are not market timers, the firm's approach is to remain fully invested at all times in the most attractive sectors. | Analyst-Fixed Income | 02/11/2008 |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Analyst-Fixed Income | 31/12/2006 |
CRT Capital Group LLC
 CRT Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Value Line Asset Management
 Value Line Asset Management Investment ManagersFinance Value Line Asset Management bases its investment management strategy on the belief that relative stock values can be objectively quantified and that such evaluation leads to more efficient, effective investing than other stock-selection methods. The primary tool for making investment decisions is the Value Line Timeliness Ranking System, which assesses the year-ahead performance prospects for a universe of the most widely traded equities | Analyst-Equity | - |
The Mitsubishi Trust & Banking Corp. (US)
 The Mitsubishi Trust & Banking Corp. (US) Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Formation de Adam Marshall Ware
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
18
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Finance |
Value Line Asset Management
Value Line Asset Management Investment ManagersFinance Value Line Asset Management bases its investment management strategy on the belief that relative stock values can be objectively quantified and that such evaluation leads to more efficient, effective investing than other stock-selection methods. The primary tool for making investment decisions is the Value Line Timeliness Ranking System, which assesses the year-ahead performance prospects for a universe of the most widely traded equities | Finance |
Merganser Capital Management LP
Merganser Capital Management LP Investment ManagersFinance Merganser has a very simple investment philosophy. They observe two cardinal principles. First, preserve the client's capital. Second, earn consistent real returns. For each account based on client needs, they set parameters for minimum credit quality, liquidity and maturity range. Within these parameters, they then strive to maximize total return and to outperform client benchmarks. Merganser's investment strategy does not require sacrificing quality, nor is it based on interest rate forecasting. They are fundamental, bottom-up investors, dedicated to understanding intricate fixed-income vehicles, and committed to providing superior returns through identification of securities that are mispriced or have unusually attractive risk/reward characteristics. Because they are not market timers, the firm's approach is to remain fully invested at all times in the most attractive sectors. | Finance |
CRT Capital Group LLC
CRT Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Connecticut
 University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Mitsubishi Trust & Banking Corp. (US)
The Mitsubishi Trust & Banking Corp. (US) Major BanksFinance Provides commercial banking services | Finance |
Merganser Capital Management LLC
Merganser Capital Management LLC Investment ManagersFinance Merganser’s investment process is designed in such a way that allows the investment team to be flexible and responsive to changes in the markets. Their research process has two broad facets: bottom-up and top-down. The firm employs a disciplined value-oriented approach, aiming to be fully invested at all times in the most attractive sectors. Portfolio optimization techniques are employed to produce high risk-adjusted returns. | Finance |
