Profil
Mr. William A. Cram, CFA MBA, is a Senior Global Research Analyst at Aristotle Capital Management LLC.
He is a member of the Aristotle Capital research team and a veteran of the investment industry.
Mr. Cram was an analyst and Portfolio Manager at Reed, Conner & Birdwell, LLC for seven years.
(RCB combined its business with Aristotle Capital in January 2012.) He has coverage experience across a variety of sectors, market capitalizations and geographies.
Prior to his tenure with RCB, Bill served as a lead research analyst covering the Telecom sector at Loop Capital Markets and also as a consultant at Accenture.
He earned his Bachelor of Business Administration from University of Iowa and his MBA from the University of Southern California.
He is a CFA charter holder.
Postes actifs de Bill Cram
| Sociétés | Poste | Début |
|---|---|---|
Aristotle Capital Management LLC
Aristotle Capital Management LLC Investment ManagersFinance Aristotle Capital employs a fundamental value-oriented approach and seeks to help clients reach their long-term financial goals with active portfolio management using their research-driven investment framework. The firm uses a bottom-up investment process to select high-quality, cash flow generative businesses with a focus on sustainable and/or potentially growing dividends resulting in an attractive total yield over time. | Analyst-Equity | 01/01/2012 |
Anciens postes connus de Bill Cram
| Sociétés | Poste | Fin |
|---|---|---|
Reed, Conner & Birdwell LLC
Reed, Conner & Birdwell LLC Investment ManagersFinance Reed Conner & Birdwell (RCB) employs a value-oriented investment approach that seeks to provide competitive returns in strong markets and to strongly outperform in difficult market environments. The firm's proprietary research focuses on the valuation of individual securities rather than predictions of economic or market trends. RCB seeks to identify exceptional companies that are selling at reasonable valuations and reasonable businesses that are selling at very exceptional valuations. In addition, the firm is known to engage in shareholder activist investment strategies. The firm's investment process includes a careful analysis of return on capital and uses a discounted cash flow methodology as their primary valuation tool. RCB employs the use of systematic screening tools as well as qualitative industry research. They use a variety of tools to develop a comprehensive understanding of the underlying value and associated risks of each potential investment. Their investment selection process begins with a universe of 1300 companies with market-cap greater than $2 billion and 5000 companies with market-cap less than $2 billion. Their screening processes narrow the universe to a focus universe of about 100 stocks. Following company-specific analysis, portfolios are typically concentrated, holding 25 to 35 stocks. Though not limited by sector RCB tends to invest in the stocks of mid-cap and large-cap companies in the finance, retail, electronic technology and healthcare technology sectors. They invest primarily in the stocks of companies located in the US and Europe. RCB maintains a low turnover rate. | Analyst-Equity | 11/10/2010 |
Loop Capital Markets LLC
Loop Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Accenture Ltd.
Accenture Ltd. Miscellaneous Commercial ServicesCommercial Services Provides management consulting, technology & outsourcing services | Corporate Officer/Principal | - |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services | Analyst-Equity | - |
Formation de Bill Cram
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 | 7 |
|---|---|
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services | Finance |
Reed, Conner & Birdwell LLC
Reed, Conner & Birdwell LLC Investment ManagersFinance Reed Conner & Birdwell (RCB) employs a value-oriented investment approach that seeks to provide competitive returns in strong markets and to strongly outperform in difficult market environments. The firm's proprietary research focuses on the valuation of individual securities rather than predictions of economic or market trends. RCB seeks to identify exceptional companies that are selling at reasonable valuations and reasonable businesses that are selling at very exceptional valuations. In addition, the firm is known to engage in shareholder activist investment strategies. The firm's investment process includes a careful analysis of return on capital and uses a discounted cash flow methodology as their primary valuation tool. RCB employs the use of systematic screening tools as well as qualitative industry research. They use a variety of tools to develop a comprehensive understanding of the underlying value and associated risks of each potential investment. Their investment selection process begins with a universe of 1300 companies with market-cap greater than $2 billion and 5000 companies with market-cap less than $2 billion. Their screening processes narrow the universe to a focus universe of about 100 stocks. Following company-specific analysis, portfolios are typically concentrated, holding 25 to 35 stocks. Though not limited by sector RCB tends to invest in the stocks of mid-cap and large-cap companies in the finance, retail, electronic technology and healthcare technology sectors. They invest primarily in the stocks of companies located in the US and Europe. RCB maintains a low turnover rate. | Finance |
Accenture Ltd.
Accenture Ltd. Miscellaneous Commercial ServicesCommercial Services Provides management consulting, technology & outsourcing services | Commercial Services |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Loop Capital Markets LLC
Loop Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Iowa
University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aristotle Capital Management LLC
Aristotle Capital Management LLC Investment ManagersFinance Aristotle Capital employs a fundamental value-oriented approach and seeks to help clients reach their long-term financial goals with active portfolio management using their research-driven investment framework. The firm uses a bottom-up investment process to select high-quality, cash flow generative businesses with a focus on sustainable and/or potentially growing dividends resulting in an attractive total yield over time. | Finance |
















