Profil
Mr. Daren C.
Heitman, CFA MBA, is a Managing Partner & Chief Investment Officer at Azarias Capital Management LP.
Mr. Heitman began his investment management career in 1994 at Skyline Asset Management, a Chicago-based investment advisory firm specializing in small cap value management where he was engaged full time in small cap value fundamental research.
He was most recently a Partner and Portfolio Manager at Philadelphia-based Cooke & Bieler (2005-2014), where he led the firm’s successful launch of its Small Cap Value strategy and co-managed over $4 billion in mid/large cap equities for institutional clients.
He was previously a Senior Analyst and Partner at Schneider Capital Management (2000-2005), where he conducted in-depth research and analysis, mainly on small cap value stocks.
He earned an MBA with Honors from the University of Chicago – Graduate School of Business.
He is a graduate of Iowa State University with a B.S.
in Finance.
Postes actifs de Daren Clark Heitman
| Sociétés | Poste | Début |
|---|---|---|
Azarias Capital Management LP
Azarias Capital Management LP Investment ManagersFinance Azarias is an active, fundamental value-oriented investor which primarily invests in common stocks of companies with market capitalizations that are considered micro-cap or small-cap, and which the firm believes are undervalued. Azarias selects securities based on a continuous study of trends in industries and companies, industry literature, company reports, financial reports, company presentations, earnings power, and growth. The firm sells securities when: (1) a security appreciates in value to the point that it is considered to be fairly valued; (2) client portfolios should be rebalanced to include a more attractive stock or stocks; (3) they lose confidence in the company’s ability to realize an earnings recovery; or (4) the company’s balance sheet can no longer considered conservatively financed. | Fondateur | 01/04/2014 |
Anciens postes connus de Daren Clark Heitman
| Sociétés | Poste | Fin |
|---|---|---|
Cooke & Bieler LP
Cooke & Bieler LP Investment ManagersFinance Cooke & Bieler is a domestic equity value manager that employs a “High Quality, Low Risk” long-term approach. The firm is an active, bottom-up manager who studies the fundamental characteristics of companies and the industries in which they operate to reach a conclusion on their quality and intrinsic value. Their security analysis also emphasizes research meetings and interviews with corporate management. They seek to take advantage of short-term but fixable problems, either industry-wide or company-specific. | Analyst-Equity | 31/03/2014 |
Schneider Capital Management Corp.
Schneider Capital Management Corp. Investment ManagersFinance SCM employs an active value equity investment approach to invest in common stocks of companies with different market capitalizations, and which they believe are undervalued. The firm offers advice on exchange-listed securities, securities traded over the counter, foreign issuers, corporate debt securities, mutual fund shares, US government securities, options contracts on securities, options contracts on commodities, futures contracts on tangibles, futures contracts on intangibles and EFTs. They engage in fundamental securities analysis focused on value discipline and employ strategies including long-term and short-term purchases, short-term trading, short sales, margin transactions and option writing. | Analyst-Equity | 31/12/2004 |
Skyline Asset Management LP
Skyline Asset Management LP Investment ManagersFinance Skyline Asset Management specializes in small-cap value equity management. They look for underfollowed, neglected, out-of-favor stocks with below average valuations and attractive earnings growth prospects. The firm employs in-house, fundamental, bottom-up research to identify and select investments in the small-cap sector. Skyline Asset Management targets companies with market-caps that are within the range of the Russell 2000 Index. The portfolio manager on a stock makes the final decision after obtaining input from the entire research group. The firm sells a stock when its P/E ratio rises to a level equal to the overall small-cap stock market or its respective industry group. In the case of a stock that declines, Skyline Asset Management sells only if fundamentals have changed so that the original investment thesis is no longer valid. They trim a stock if it appreciates to more than a 5% weighting in the portfolio. Client portfolios are managed generally the same with an average holding of 55-75 positions. | Gestionnaire de Portefeuille-Actions | 31/12/1999 |
Formation de Daren Clark Heitman
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 | 6 |
|---|---|
Skyline Asset Management LP
Skyline Asset Management LP Investment ManagersFinance Skyline Asset Management specializes in small-cap value equity management. They look for underfollowed, neglected, out-of-favor stocks with below average valuations and attractive earnings growth prospects. The firm employs in-house, fundamental, bottom-up research to identify and select investments in the small-cap sector. Skyline Asset Management targets companies with market-caps that are within the range of the Russell 2000 Index. The portfolio manager on a stock makes the final decision after obtaining input from the entire research group. The firm sells a stock when its P/E ratio rises to a level equal to the overall small-cap stock market or its respective industry group. In the case of a stock that declines, Skyline Asset Management sells only if fundamentals have changed so that the original investment thesis is no longer valid. They trim a stock if it appreciates to more than a 5% weighting in the portfolio. Client portfolios are managed generally the same with an average holding of 55-75 positions. | Finance |
Cooke & Bieler LP
Cooke & Bieler LP Investment ManagersFinance Cooke & Bieler is a domestic equity value manager that employs a “High Quality, Low Risk” long-term approach. The firm is an active, bottom-up manager who studies the fundamental characteristics of companies and the industries in which they operate to reach a conclusion on their quality and intrinsic value. Their security analysis also emphasizes research meetings and interviews with corporate management. They seek to take advantage of short-term but fixable problems, either industry-wide or company-specific. | Finance |
Schneider Capital Management Corp.
Schneider Capital Management Corp. Investment ManagersFinance SCM employs an active value equity investment approach to invest in common stocks of companies with different market capitalizations, and which they believe are undervalued. The firm offers advice on exchange-listed securities, securities traded over the counter, foreign issuers, corporate debt securities, mutual fund shares, US government securities, options contracts on securities, options contracts on commodities, futures contracts on tangibles, futures contracts on intangibles and EFTs. They engage in fundamental securities analysis focused on value discipline and employ strategies including long-term and short-term purchases, short-term trading, short sales, margin transactions and option writing. | Finance |
Iowa State University
Iowa State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Azarias Capital Management LP
Azarias Capital Management LP Investment ManagersFinance Azarias is an active, fundamental value-oriented investor which primarily invests in common stocks of companies with market capitalizations that are considered micro-cap or small-cap, and which the firm believes are undervalued. Azarias selects securities based on a continuous study of trends in industries and companies, industry literature, company reports, financial reports, company presentations, earnings power, and growth. The firm sells securities when: (1) a security appreciates in value to the point that it is considered to be fairly valued; (2) client portfolios should be rebalanced to include a more attractive stock or stocks; (3) they lose confidence in the company’s ability to realize an earnings recovery; or (4) the company’s balance sheet can no longer considered conservatively financed. | Finance |
















