Profil
Dr. Alan M.
Silverman is an Analyst at Wellington Shields & Co. LLC.
Dr. Silverman was previously employed as a Principal by Brown Brothers Harriman & Co. (Investment Management).
Dr. Silverman received his doctorate degree from Columbia University.
Postes actifs de Alan Martin Silverman
| Sociétés | Poste | Début |
|---|---|---|
Wellington Shields & Co. LLC
Wellington Shields & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/11/2009 |
Anciens postes connus de Alan Martin Silverman
| Sociétés | Poste | Fin |
|---|---|---|
Shields & Co.
Shields & Co. Investment ManagersFinance Shields believes that a mid-cap value equity strategy can enhance investment performance in up markets and help protect capital in down markets by focusing on stocks that are significantly undervalued by the market, have the liquidity and financial stability associated with large-cap companies and possess the attractive growth characteristics of small-cap companies. The firm believes that investment risk can be managed by over- and underweighting economic sectors in accordance with economic conditions. The firm's investment process combines economic and industry insights with rigorous fundamental, quantitative and technical analysis of individual companies and their stocks. They identify economic sectors most likely to benefit from market conditions. Shields economic analysis looks at interest rate forecast, inflationary outlook and probable market direction. They next analyze the impact of interest rates on industries. Shields industry analysis also includes reviewing and analyzing industry reports and trade publications to identify major trends. Next, the firm narrows their universe of mid-cap stocks value stocks employing a multi factor model that seeks low price-to-cash flow, low p/e, moderate debt-to-total capitalization, high ROE and low price-to-asset value. Shields then reduces the value subset to a buy list via fundamental analysis that looks at balance sheets, income and cash flow. Their active due diligence process includes meeting with management, contacting competition and performing a quantitative/technical review. These analysis criteria include relative performance, insider trades, earnings momentum and technical position. For their sell process, every stock is assigned a two-year price objective. Via fundamental analysis, Shields determines whether a stock is overvalued and will sell if fundamentals have not changed. They liquidate their position in a company if its management loses focus, diversifies into unrelated business or sells off its best assets. All research is conducted in-house. | Analyst-Equity | 10/03/2010 |
Wellington Shields Capital Management LLC
Wellington Shields Capital Management LLC Investment ManagersFinance WSCM develops a client's personal investment guidelines and creates and manages a portfolio based on the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. The firm’s top-down investment approach emphasizes quality and growth at a reasonable price. They invest in businesses with strong balance sheets that are leaders in their respective industries. WSCM’s investment committee develops a macroeconomic view, which informs their asset allocation. | Analyst-Equity | - |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services. | Corporate Officer/Principal | - |
Formation de Alan Martin Silverman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services. | Finance |
Shields & Co.
Shields & Co. Investment ManagersFinance Shields believes that a mid-cap value equity strategy can enhance investment performance in up markets and help protect capital in down markets by focusing on stocks that are significantly undervalued by the market, have the liquidity and financial stability associated with large-cap companies and possess the attractive growth characteristics of small-cap companies. The firm believes that investment risk can be managed by over- and underweighting economic sectors in accordance with economic conditions. The firm's investment process combines economic and industry insights with rigorous fundamental, quantitative and technical analysis of individual companies and their stocks. They identify economic sectors most likely to benefit from market conditions. Shields economic analysis looks at interest rate forecast, inflationary outlook and probable market direction. They next analyze the impact of interest rates on industries. Shields industry analysis also includes reviewing and analyzing industry reports and trade publications to identify major trends. Next, the firm narrows their universe of mid-cap stocks value stocks employing a multi factor model that seeks low price-to-cash flow, low p/e, moderate debt-to-total capitalization, high ROE and low price-to-asset value. Shields then reduces the value subset to a buy list via fundamental analysis that looks at balance sheets, income and cash flow. Their active due diligence process includes meeting with management, contacting competition and performing a quantitative/technical review. These analysis criteria include relative performance, insider trades, earnings momentum and technical position. For their sell process, every stock is assigned a two-year price objective. Via fundamental analysis, Shields determines whether a stock is overvalued and will sell if fundamentals have not changed. They liquidate their position in a company if its management loses focus, diversifies into unrelated business or sells off its best assets. All research is conducted in-house. | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wellington Shields & Co. LLC
Wellington Shields & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wellington Shields Capital Management LLC
Wellington Shields Capital Management LLC Investment ManagersFinance WSCM develops a client's personal investment guidelines and creates and manages a portfolio based on the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. The firm’s top-down investment approach emphasizes quality and growth at a reasonable price. They invest in businesses with strong balance sheets that are leaders in their respective industries. WSCM’s investment committee develops a macroeconomic view, which informs their asset allocation. | Finance |
















