![Brian D. Loftus](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Loftus joined Maple Capital in 2005, as an equity analyst after spending three years as Director of Research at Harold C.
Brown & Co. in New York.
He also spent 16 years at Mead, Adams & Co. in Dayton, Ohio where he most recently held the position of Director of Research.
Mr. Loftus earned his BA in Economics from Western Maryland College in 1983 and is a member of both the CFA Institute and the Buffalo Society of Security Analysts.
| Sociétés | Poste | Début |
|---|---|---|
Heating, Airconditioning & Refrigeration Distributors Intl | Corporate Officer/Principal | - |
| Sociétés | Poste | Fin |
|---|---|---|
Maple Capital Management, Inc.
 Maple Capital Management, Inc. Investment ManagersFinance Maple Capital creates portfolios for their clients using individual stocks, bonds, mutual funds and/or ETFs. Their investment philosophy is based on the premise that equity market inefficiencies can result in stocks trading at significant discounts or premiums to their intrinsic values. Bonds are used in client accounts to generate income and preserve capital. The firm utilizes quantitative and qualitative methods to perform due diligence screening and selection of open- and closed-end mutual funds and exchange trades funds (ETFs). | Analyst-Equity | 31/12/2008 |
Mead, Adam & Co., Inc.
 Mead, Adam & Co., Inc. Investment ManagersFinance Equity selection is performed from a bottom-up approach with specific emphasis on growth and value. Fundamental analysis is conducted with emphasis on medium to large-cap stocks having strong balance sheets and favorable growth prospects. Stocks are further evaluated based on their price relative to cash flow, earnings, book value and dividends. For fixed-income, the economic outlook and monetary policy, among other indicators, are used to assess the risk adjusted return potential in the fixed-income market. Rising interest rates call for shorter maturities while falling rates indicate the need for longer maturities. U.S. government and tax-exempt bonds are typically used as the fixed-income assets. They are selected in order to achieve the target duration while balancing current income, capital appreciation potential and risk. Cash equivalents are emphasized when expected returns from stocks and bonds are too low and as reserves for defensive purposes. | Directeur de la Recherche - Actions | - |
Harold C. Brown & Co. LLC
 Harold C. Brown & Co. LLC Investment ManagersFinance Harold C. Brown & Co. (HCB) typically allocates their clients' funds to different asset classes to create portfolios that provide diversification and balance, with an emphasis on total return. The firm employs a variety of measures that seek to preserve capital. Once they determine a client's basic investment strategy, they select specific investment vehicles that are expected to perform well in forecasted economic, financial and market environments. HCB invests for the long-term and avoid attempts at market timing. The firm rarely engages in short-term trading. They also avoid the use of highly volatile financial instruments such as derivatives, futures contracts, options, commodities or limited partnerships. The firm's in-house investment research focuses on the economy, financial markets, industries and individual companies. They look for new investment opportunities and monitor the strength of their current investment holdings. HCB's equity selection process is based on a bottom-up fundamental investment approach. The firm seeks to identify companies with high levels of profitability and financial strength across broadly diversified sectors. They employ a blend of growth and value investment styles. Though not limited by sector or market-cap, HCB tends to invest in the stocks of US large-cap companies in the consumer non-durables, health technology, energy minerals, producer manufacturing and finance sectors. The firm maintains a very low turnover rate. The firm's fixed-income investment approach seeks to identify vehicles with the highest of credit ratings that offer maximum current yields. To minimize interest rate and inflation risk, HCB typically buys short- to intermediate duration debt instruments issued by highly rated corporations and municipalities, the US Government and its agencies and money market funds. | Corporate Officer/Principal | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
| Entreprise privées | 4 |
|---|---|
Harold C. Brown & Co. LLC
Harold C. Brown & Co. LLC Investment ManagersFinance Harold C. Brown & Co. (HCB) typically allocates their clients' funds to different asset classes to create portfolios that provide diversification and balance, with an emphasis on total return. The firm employs a variety of measures that seek to preserve capital. Once they determine a client's basic investment strategy, they select specific investment vehicles that are expected to perform well in forecasted economic, financial and market environments. HCB invests for the long-term and avoid attempts at market timing. The firm rarely engages in short-term trading. They also avoid the use of highly volatile financial instruments such as derivatives, futures contracts, options, commodities or limited partnerships. The firm's in-house investment research focuses on the economy, financial markets, industries and individual companies. They look for new investment opportunities and monitor the strength of their current investment holdings. HCB's equity selection process is based on a bottom-up fundamental investment approach. The firm seeks to identify companies with high levels of profitability and financial strength across broadly diversified sectors. They employ a blend of growth and value investment styles. Though not limited by sector or market-cap, HCB tends to invest in the stocks of US large-cap companies in the consumer non-durables, health technology, energy minerals, producer manufacturing and finance sectors. The firm maintains a very low turnover rate. The firm's fixed-income investment approach seeks to identify vehicles with the highest of credit ratings that offer maximum current yields. To minimize interest rate and inflation risk, HCB typically buys short- to intermediate duration debt instruments issued by highly rated corporations and municipalities, the US Government and its agencies and money market funds. | Finance |
Mead, Adam & Co., Inc.
Mead, Adam & Co., Inc. Investment ManagersFinance Equity selection is performed from a bottom-up approach with specific emphasis on growth and value. Fundamental analysis is conducted with emphasis on medium to large-cap stocks having strong balance sheets and favorable growth prospects. Stocks are further evaluated based on their price relative to cash flow, earnings, book value and dividends. For fixed-income, the economic outlook and monetary policy, among other indicators, are used to assess the risk adjusted return potential in the fixed-income market. Rising interest rates call for shorter maturities while falling rates indicate the need for longer maturities. U.S. government and tax-exempt bonds are typically used as the fixed-income assets. They are selected in order to achieve the target duration while balancing current income, capital appreciation potential and risk. Cash equivalents are emphasized when expected returns from stocks and bonds are too low and as reserves for defensive purposes. | Finance |
Maple Capital Management, Inc.
Maple Capital Management, Inc. Investment ManagersFinance Maple Capital creates portfolios for their clients using individual stocks, bonds, mutual funds and/or ETFs. Their investment philosophy is based on the premise that equity market inefficiencies can result in stocks trading at significant discounts or premiums to their intrinsic values. Bonds are used in client accounts to generate income and preserve capital. The firm utilizes quantitative and qualitative methods to perform due diligence screening and selection of open- and closed-end mutual funds and exchange trades funds (ETFs). | Finance |
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