Profil
Mr. Barry W.
Dunaway, CFA, is a Director of Research at America First Investment Advisors LLC.
He has had senior positions in securities analysis and portfolio management with KPM Investment Management, a registered investment advisor in Omaha; Wallace R.
Weitz & Co, and the Trust Division of FirsTier.
Mr. Dunaway is a graduate of the University of Nebraska at Omaha with emphasis in economics, he also holds the Chartered Financial Analyst designation.
Postes actifs de Barry Ward Dunaway
| Sociétés | Poste | Début |
|---|---|---|
America First Investment Advisors LLC
America First Investment Advisors LLC Investment ManagersFinance AFIA aims to buy stocks of good businesses when they sell below what the firm think they are worth and sells them when they reach fair values. When fully invested, most of their equity-oriented client portfolios will have 15 to 25 stock positions. | Directeur de la Recherche - Actions | 01/01/2004 |
Anciens postes connus de Barry Ward Dunaway
| Sociétés | Poste | Fin |
|---|---|---|
Kirkpatrick Pettis Investment Management, Inc.
Kirkpatrick Pettis Investment Management, Inc. Investment ManagersFinance KPIM's analyst/portfolio managers use a rational, business-like approach to selecting and evaluating companies for inclusion in a portfolio. Their research is on companies expected to earn a high return on capital, that can generate good long-term growth, are run by shareholder-minded managements and sell at attractive prices. For most clients, they view fixed-income investments as a source of income and relative price stability compared to stocks. Depending on the risk tolerances, liquidity needs and tax situation of the client, they select from such issues as U.S. government bonds, investment-grade corporates and municipal obligations. They often structure bond investments so that a roughly equivalent dollar amount matures each year. KPIM seeks to control credit risk through proprietary credit analysis and interest rate risk through constraints on the duration of bonds selected for investment. As with their equity management service, they construct fixed-income and balanced portfolios with the client's goals and risk preferences in mind. | Analyst-Equity | 31/12/2003 |
FirsTier Bank (Kimball, Nebraska)
FirsTier Bank (Kimball, Nebraska) Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | - |
Weitz Investment Management, Inc.
Weitz Investment Management, Inc. Investment ManagersFinance Weitz is an active investor which seeks to build bottom-up, research-driven, high-conviction portfolios with the aim of delivering solid long-term, risk-adjusted returns for investors. Their equity portfolios are differentiated by market-capitalization and the degree of investment flexibility afforded to the portfolio managers. The firm’s fixed income portfolios are differentiated by duration and the investment flexibility afforded to the portfolio managers. Their core strength is security selection. | Analyst-Equity | - |
Formation de Barry Ward Dunaway
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 |
|---|---|
Weitz Investment Management, Inc.
Weitz Investment Management, Inc. Investment ManagersFinance Weitz is an active investor which seeks to build bottom-up, research-driven, high-conviction portfolios with the aim of delivering solid long-term, risk-adjusted returns for investors. Their equity portfolios are differentiated by market-capitalization and the degree of investment flexibility afforded to the portfolio managers. The firm’s fixed income portfolios are differentiated by duration and the investment flexibility afforded to the portfolio managers. Their core strength is security selection. | Finance |
Kirkpatrick Pettis Investment Management, Inc.
Kirkpatrick Pettis Investment Management, Inc. Investment ManagersFinance KPIM's analyst/portfolio managers use a rational, business-like approach to selecting and evaluating companies for inclusion in a portfolio. Their research is on companies expected to earn a high return on capital, that can generate good long-term growth, are run by shareholder-minded managements and sell at attractive prices. For most clients, they view fixed-income investments as a source of income and relative price stability compared to stocks. Depending on the risk tolerances, liquidity needs and tax situation of the client, they select from such issues as U.S. government bonds, investment-grade corporates and municipal obligations. They often structure bond investments so that a roughly equivalent dollar amount matures each year. KPIM seeks to control credit risk through proprietary credit analysis and interest rate risk through constraints on the duration of bonds selected for investment. As with their equity management service, they construct fixed-income and balanced portfolios with the client's goals and risk preferences in mind. | Finance |
University of Nebraska
University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
America First Investment Advisors LLC
America First Investment Advisors LLC Investment ManagersFinance AFIA aims to buy stocks of good businesses when they sell below what the firm think they are worth and sells them when they reach fair values. When fully invested, most of their equity-oriented client portfolios will have 15 to 25 stock positions. | Finance |
FirsTier Bank (Kimball, Nebraska)
FirsTier Bank (Kimball, Nebraska) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
















