Profil
Mr. David B. Readerman, CFA MBA, is a Managing Member & Portfolio Manager at Endurance Capital Partners LLC.
Prior to starting Endurance, Mr. Readerman was Senior Vice President of Investment Research at Marsico Capital Management, LLC ("Marsico") from 2003 to 2010.
Before Marsico, he was a founding partner and equity growth strategist for Thomas Weisel Partners LLC from 1999 to 2003 and lead equity research analyst in the software and Internet sector at Montgomery Securities ("Montgomery") from 1992 to December 1999.
Prior to Montgomery, he worked at Lehman Brothers Holdings Inc., where from 1987 to 1992, he was ranked as Institutional Investor All American research analyst in the software and data services sector.
He holds an MBA in finance from New York University and a BA in Economics from Colgate University.
He is a Chartered Financial Analyst (CFA) and a member of the San Francisco CFA society.
Postes actifs de David B. Readerman
| Sociétés | Poste | Début |
|---|---|---|
Endurance Capital Partners LLC
Endurance Capital Partners LLC Investment ManagersFinance Endurance invests in securities, consisting principally, but not solely, of long and short positions in exchange-traded equity securities issued by companies that are traded publicly in the US, mutual fund shares, ETFs, and US government securities. | Directeur Général | 01/06/2014 |
Anciens postes connus de David B. Readerman
| Sociétés | Poste | Fin |
|---|---|---|
Forward Management LLC
Forward Management LLC Investment ManagersFinance Forward Management offers investment management and advisory services in the following investment strategies: US Dividend Signal Portfolio, International Dividend Signal ADR and Institutional Portfolio, Global Dividend Signal Portfolio, Small-Mid Core Portfolio, Global All-Cap Dividend Signal Portfolio, Tactical Growth Portfolio, and Adaptive Income Portfolio. The US Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in larger, established companies located in the US. It invests primarily in high quality common stocks that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Global Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in companies located around the world. It invests primarily in common stocks and ADRs that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Small-Mid Core Portfolio seeks to achieve above-average returns by constructing a style and sector diversified portfolio of small- and mid-sized company stocks. It invests in companies with earnings primarily focused on one business with reasonable valuations. The Global All Cap Dividend Signal Portfolio is a combination of the Global Dividend Signal and Small-Mid Core Strategies. The Tactical Growth Portfolio seeks to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the market itself. It is designed to evaluate potential long and short investments in an attempt to isolate those securities believed to be undervalued or overvalued relative to their intrinsic value and offer the greatest risk-adjusted potential for returns. The Adaptive Income Portfolio seeks to produce the highest level of income given a target level of risk. It invests across a diverse range of ETFs and dynamically adjusts the portfolio’s mix of assets to adapt to changing markets conditions. | Gestionnaire de Portefeuille-Actions | 30/06/2014 |
Marsico Capital Management LLC
Marsico Capital Management LLC Investment ManagersFinance MCM seeks to combine the early identification of long-term secular themes with rigorous fundamental research to identify high-quality companies with exceptional long-term growth potential. The firm blends top-down macroeconomic analysis and theme development with bottom-up stock selection. | Analyst-Equity | 31/12/2009 |
Thomas Weisel Partners LLC
Thomas Weisel Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2002 |
Montgomery Securities, Inc.
Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | 31/12/1998 |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Formation de David B. Readerman
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 | 9 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Marsico Capital Management LLC
Marsico Capital Management LLC Investment ManagersFinance MCM seeks to combine the early identification of long-term secular themes with rigorous fundamental research to identify high-quality companies with exceptional long-term growth potential. The firm blends top-down macroeconomic analysis and theme development with bottom-up stock selection. | Finance |
Forward Management LLC
Forward Management LLC Investment ManagersFinance Forward Management offers investment management and advisory services in the following investment strategies: US Dividend Signal Portfolio, International Dividend Signal ADR and Institutional Portfolio, Global Dividend Signal Portfolio, Small-Mid Core Portfolio, Global All-Cap Dividend Signal Portfolio, Tactical Growth Portfolio, and Adaptive Income Portfolio. The US Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in larger, established companies located in the US. It invests primarily in high quality common stocks that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Global Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in companies located around the world. It invests primarily in common stocks and ADRs that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Small-Mid Core Portfolio seeks to achieve above-average returns by constructing a style and sector diversified portfolio of small- and mid-sized company stocks. It invests in companies with earnings primarily focused on one business with reasonable valuations. The Global All Cap Dividend Signal Portfolio is a combination of the Global Dividend Signal and Small-Mid Core Strategies. The Tactical Growth Portfolio seeks to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the market itself. It is designed to evaluate potential long and short investments in an attempt to isolate those securities believed to be undervalued or overvalued relative to their intrinsic value and offer the greatest risk-adjusted potential for returns. The Adaptive Income Portfolio seeks to produce the highest level of income given a target level of risk. It invests across a diverse range of ETFs and dynamically adjusts the portfolio’s mix of assets to adapt to changing markets conditions. | Finance |
Montgomery Securities, Inc.
Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Thomas Weisel Partners LLC
Thomas Weisel Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Colgate University
Colgate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Endurance Capital Partners LLC
Endurance Capital Partners LLC Investment ManagersFinance Endurance invests in securities, consisting principally, but not solely, of long and short positions in exchange-traded equity securities issued by companies that are traded publicly in the US, mutual fund shares, ETFs, and US government securities. | Finance |
















