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Profil
Mr. David M.
Adams, CFA, is a Chief Executive Officer & Portfolio Manager at Aristotle Capital Boston LLC.
He is a member of the Aristotle Boston research team.
Prior to joining Aristotle Boston, Mr. Adams was Managing Director, Co-Portfolio Manager at Eagle Boston Investment Management.
Prior to this, he was Vice President and Portfolio Manager at Pioneer Investment Management, Inc.
He earned his Bachelor of Science degree in Finance and Economics and his Masters of Science degree in Finance from Boston College.
He is a CFA charterholder.
Postes actifs de Dave Adams
| Sociétés | Poste | Début |
|---|---|---|
Aristotle Capital Boston LLC
 Aristotle Capital Boston LLC Investment ManagersFinance Aristotle Boston offers Small-Cap Equity and Small/Mid-Cap Equity investment strategies that aim to maximize long-term returns with great emphasis placed on capital appreciation and relatively little emphasis on current income. The strategies are well diversified by sector. The firm uses a fundamental, bottom-up approach to security selection. | Directeur Général | 01/01/2015 |
Anciens postes connus de Dave Adams
| Sociétés | Poste | Fin |
|---|---|---|
Eagle Boston Investment Management, Inc.
 Eagle Boston Investment Management, Inc. Investment ManagersFinance Eagle Boston Investment Management is a small-cap core manager with a value bias. They seek to build portfolios consisting of the stocks of high quality growth and value companies that have the potential to improve in growth and profitability beyond the market's current expectations that are trading at a discount to their intrinsic or private market values. The firm uses proprietary, bottom-up, fundamental research to identify and invest in a limited number of small- and medium-sized companies that meet certain business and valuation criteria. Eagle Boston's comprehensive due diligence process typically includes company and competitor visits and the development of proprietary analysis and models to value their holdings. The firm's investment approach is designed to create an opportunity for strong investment returns while also reducing downside risk. Eagle Boston seeks to invest in companies that have 3 to 4 times the upside growth potential compared to their downside risk. They look for companies operating in industries with favorable supply/demand dynamics. They also look for companies in industries with a competitive environment that allows for attractive returns on capital. Companies should have clean balance sheets, neutral-to-positive free cash flow and stable-to-improving margins, returns and earnings. | Gestionnaire de Portefeuille-Actions | - |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi US selects investments from a wide range of asset classes and employs a variety of styles in managing client assets. Regarding equity securities, the firm employs fundamental and quantitative research to their portfolio management approach. With respect to fixed income securities, their investment professionals consistently apply well established means of identifying potentially rewarding securities. Whether applying top-down analysis that leads to selection of government bonds, or the bottom-up approach that ends with corporate bonds being selected, the investment management team's goal is portfolio construction that matches product objectives and supports investors’ goals. | Gestionnaire de Portefeuille-Actions | - |
Formation de Dave Adams
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi US selects investments from a wide range of asset classes and employs a variety of styles in managing client assets. Regarding equity securities, the firm employs fundamental and quantitative research to their portfolio management approach. With respect to fixed income securities, their investment professionals consistently apply well established means of identifying potentially rewarding securities. Whether applying top-down analysis that leads to selection of government bonds, or the bottom-up approach that ends with corporate bonds being selected, the investment management team's goal is portfolio construction that matches product objectives and supports investors’ goals. | Finance |
Eagle Boston Investment Management, Inc.
Eagle Boston Investment Management, Inc. Investment ManagersFinance Eagle Boston Investment Management is a small-cap core manager with a value bias. They seek to build portfolios consisting of the stocks of high quality growth and value companies that have the potential to improve in growth and profitability beyond the market's current expectations that are trading at a discount to their intrinsic or private market values. The firm uses proprietary, bottom-up, fundamental research to identify and invest in a limited number of small- and medium-sized companies that meet certain business and valuation criteria. Eagle Boston's comprehensive due diligence process typically includes company and competitor visits and the development of proprietary analysis and models to value their holdings. The firm's investment approach is designed to create an opportunity for strong investment returns while also reducing downside risk. Eagle Boston seeks to invest in companies that have 3 to 4 times the upside growth potential compared to their downside risk. They look for companies operating in industries with favorable supply/demand dynamics. They also look for companies in industries with a competitive environment that allows for attractive returns on capital. Companies should have clean balance sheets, neutral-to-positive free cash flow and stable-to-improving margins, returns and earnings. | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aristotle Capital Boston LLC
Aristotle Capital Boston LLC Investment ManagersFinance Aristotle Boston offers Small-Cap Equity and Small/Mid-Cap Equity investment strategies that aim to maximize long-term returns with great emphasis placed on capital appreciation and relatively little emphasis on current income. The strategies are well diversified by sector. The firm uses a fundamental, bottom-up approach to security selection. | Finance |
