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Profil
David Arthur Halloran served as the Director of Portfolio Strategies at Greenwood Capital Associates LLC from 2009 to 2020.
Prior to that, he was the Chief Investment Officer at Austin, Calvert & Flavin, Inc. He also held the position of Chief Investment Officer at Invesco Advisers, Inc. from 2000 to 2002 and Co-Chief Investment Officer at NCM Capital Management LLC from 2003 to 2004.
Mr. Halloran completed his undergraduate degree at Marymount University and also holds an undergraduate degree from Princeton University, which he received in 1982.
Anciens postes connus de David Arthur Halloran
| Sociétés | Poste | Fin |
|---|---|---|
Greenwood Capital Associates LLC
 Greenwood Capital Associates LLC Investment ManagersFinance GCA employs a macroeconomic-driven, top-down selection process is based on improving fundamentals, combined with attractive relative valuation of multiple asset classes. They uncover global opportunities that might not be apparent using a pure bottom-up approach. The firm offers diverse investment strategies utilizing separate account management for various equity-oriented, balanced and fixed income portfolios. GCA aims to build a portfolio that will outperform the market over time, and is broadly diversified among sectors and industries, including large, mid, and small-cap equities. The firm uses a disciplined approach in managing fixed-income portfolios with an active strategy that includes controlled duration management, yield curve positioning, sector rotation, and credit selection to provide competitive returns to passive strategies over longer-term investment horizons. | Membre du Comité d'Investissement | 01/12/2020 |
NCM Capital Management LLC
 NCM Capital Management LLC Investment ManagersFinance NCM’s portfolios are generally constructed based on the principles of Modern Portfolio Theory (efficient markets theory). The result of this process is an allocation believed to produce the highest possible return for a given level of risk. Portfolios are rebalanced to maintain optimal allocation while minimizing tax exposures and trading costs. | Directeur en chef des Investissements | 01/08/2004 |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Directeur en chef des Investissements | 01/11/2002 |
Austin, Calvert & Flavin, Inc.
 Austin, Calvert & Flavin, Inc. Investment ManagersFinance Austin Calvert & Flavin (ACF) is a large-cap core equity manager that employs a value investment approach with a growth bias. Their investment philosophy combines the use of both top-down and bottom-up research approach. The firm assesses the market environment in a top-down evaluation to determine market risk, interest rate trends and economic climate. They consider historical and proprietary valuation measures, sentiment, flow of funds, economic data, monetary policy and interest rate tools. Through this process they define the elements that will most likely perform well for that market environment. After defining the investment environment, ACF employs a bottom-up securities selection process to construct a model portfolio. All tax-exempt accounts match the model in holdings and position size. Any additions or deletions to the model flow through to all the accounts (unless a client has restrictions) and performance is reviewed daily to evaluate the investment decision-making process. ACF selects equities that represent value in a combination of relative and absolute measures. They look at a ten-year history of p/e, price-to-book, price-to-sales, price-to-cash flow, ROE and yield versus the S&P 500 and the company's track record. They also compare historical and expected growth rates to the p/e ratio and to an enterprise value to operating cash flow ratio. Earnings prospects are a key input and the firm looks at historical earnings growth, expected earnings growth, cyclical earnings swings, industry conditions, competitive strategy and free cash flow potential. Stock holdings are reviewed as possible sale candidates for the following reasons: the stock achieves the price objective assigned by the firm, the fundamentals of the company deteriorate or a negative change in the investment environment for specific industries or companies occurs that may dictate the movement of funds to other industries or individual stocks. Though not limited by sector, ACF tends to invest in the stocks of US mid-cap and large-cap companies in the consumer non-durables, electronic technology, health technology and finance sectors. The firm maintains a medium turnover rate. | Directeur en chef des Investissements | - |
Formation de David Arthur Halloran
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
64
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Austin, Calvert & Flavin, Inc.
Austin, Calvert & Flavin, Inc. Investment ManagersFinance Austin Calvert & Flavin (ACF) is a large-cap core equity manager that employs a value investment approach with a growth bias. Their investment philosophy combines the use of both top-down and bottom-up research approach. The firm assesses the market environment in a top-down evaluation to determine market risk, interest rate trends and economic climate. They consider historical and proprietary valuation measures, sentiment, flow of funds, economic data, monetary policy and interest rate tools. Through this process they define the elements that will most likely perform well for that market environment. After defining the investment environment, ACF employs a bottom-up securities selection process to construct a model portfolio. All tax-exempt accounts match the model in holdings and position size. Any additions or deletions to the model flow through to all the accounts (unless a client has restrictions) and performance is reviewed daily to evaluate the investment decision-making process. ACF selects equities that represent value in a combination of relative and absolute measures. They look at a ten-year history of p/e, price-to-book, price-to-sales, price-to-cash flow, ROE and yield versus the S&P 500 and the company's track record. They also compare historical and expected growth rates to the p/e ratio and to an enterprise value to operating cash flow ratio. Earnings prospects are a key input and the firm looks at historical earnings growth, expected earnings growth, cyclical earnings swings, industry conditions, competitive strategy and free cash flow potential. Stock holdings are reviewed as possible sale candidates for the following reasons: the stock achieves the price objective assigned by the firm, the fundamentals of the company deteriorate or a negative change in the investment environment for specific industries or companies occurs that may dictate the movement of funds to other industries or individual stocks. Though not limited by sector, ACF tends to invest in the stocks of US mid-cap and large-cap companies in the consumer non-durables, electronic technology, health technology and finance sectors. The firm maintains a medium turnover rate. | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Finance |
Greenwood Capital Associates LLC
Greenwood Capital Associates LLC Investment ManagersFinance GCA employs a macroeconomic-driven, top-down selection process is based on improving fundamentals, combined with attractive relative valuation of multiple asset classes. They uncover global opportunities that might not be apparent using a pure bottom-up approach. The firm offers diverse investment strategies utilizing separate account management for various equity-oriented, balanced and fixed income portfolios. GCA aims to build a portfolio that will outperform the market over time, and is broadly diversified among sectors and industries, including large, mid, and small-cap equities. The firm uses a disciplined approach in managing fixed-income portfolios with an active strategy that includes controlled duration management, yield curve positioning, sector rotation, and credit selection to provide competitive returns to passive strategies over longer-term investment horizons. | Finance |
Marymount University
 Marymount University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Princeton University
 Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
NCM Capital Management LLC
NCM Capital Management LLC Investment ManagersFinance NCM’s portfolios are generally constructed based on the principles of Modern Portfolio Theory (efficient markets theory). The result of this process is an allocation believed to produce the highest possible return for a given level of risk. Portfolios are rebalanced to maintain optimal allocation while minimizing tax exposures and trading costs. | Finance |
