Profil
Mr. David B. Hunter, CFA MBA, is a Portfolio Manager at Brown Advisory LLC.
In addition to overseeing clients’ stock and bond portfolios, he develops, implements and monitors the customized investment program to achieve appropriate equilibrium between liquidity, income, capital preservation and growth.
He is also a Partner of the firm.
Mr. Hunter worked as a research analyst with Croft-Leominster and in the Equity Sales & Trading department at Merrill Lynch in New York.
Mr. Hunter received his BA degree from Washington & Lee University and an MBA from the University of Virginia Darden School of Business.
He is a CFA charter holder.
Postes actifs de David Burch Hunter
| Sociétés | Poste | Début |
|---|---|---|
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory provides investment management services through various investment vehicles including mutual funds, separate accounts and private funds. The firm employs a bottom-up, fundamental research approach in their security selection process. Their strategies strive to outperform their respective benchmarks over the long term. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de David Burch Hunter
| Sociétés | Poste | Fin |
|---|---|---|
Brown Investment Advisory, Inc.
Brown Investment Advisory, Inc. Investment ManagersFinance Brown Investment Advisory offers a variety of investment strategies including Large-Cap Growth, Large-Cap Value, Small-Cap Growth and Fixed-Income. In addition, the firm works with other asset management firms to offer clients access to other strategies including US Small-Cap Value Equity, International Equity, hedge funds-of-funds, alternative asset classes, venture capital funds, buy-out private equity funds, real estate funds and a variety of co-investments. Brown's large-cap growth strategy seeks to invest in diversified portfolios of companies with superior fundamentals, strong, sustainable revenue and earnings growth and attractive valuations. They invest in US large-cap growth stocks and typically hold them for several years. Brown employs fundamental research to select securities and sectors that offer highly competitive, tax-efficient returns. They seek to identify market-leading companies or companies with the potential to become market leaders. They look for rich product cycles, large, growing markets, strong cash flow, proprietary products/services and productive new product development efforts. Brown also looks for growth stock development that occurs after the initial phase of growth in which a catalyst causes rejuvenated growth. Brown's Large-Cap Value strategy seeks to identify out-of-favor situations with downside risk of no more than 20% and upside potential of at least 40%. They look for sound, financially strong, growing companies with proven shareholder-sensitive management. Their strategy is multi-cap, with a minimum market-cap of $500 million and no maximum. Companies should have above average earnings growth, above average profitability and below average valuations. Investments are diversified across a wide range of industries. The firm employs a bottom-up portfolio construction process that is based on the specific attractiveness of each holding. The firm's Small-Cap Growth strategy seeks to invest early and hold investments for the long-term. Brown looks for companies with large business opportunities relative to the company's size and proprietary technology, products, services or distribution systems. Management must have a clear, measurable plan to produce sustainable earnings growth of more than 20% a year. At the time of purchase, stocks must have a market-cap of not more than the largest company in the Russell 2000 Growth Index. Brown actively manages fixed-income portfolios. They employ a disciplined investment process that seeks to exploit changes in sector spreads, security valuations, interest rate trends and yield curve dynamics. | Gestionnaire de Portefeuille-Actions | 31/12/2011 |
Croft-Leominster, Inc.
Croft-Leominster, Inc. Investment ManagersFinance Croft Leominster's primary goal is to obtain capital appreciation while limiting exposure and risk. They attempt to reduce risk by holding a diversified portfolio of stocks they feel are undervalued. They occasionally take positions that may be considered contrarian in nature. The Value Fund is managed with a value-oriented, partially contrarian, investment philosophy. The Fund focuses on companies with low valuations relative to future earnings growth, cash flow and asset values. Through a carefully selected diversified portfolio of undervalued securities, the Fund attempts to achieve above-average returns with reduced risks. The portfolio of the fund will generally have a lower forward-looking p/e ratio than the market. The Income Fund is invested in a diversified portfolio of corporate bonds and other fixed-income securities. Croft Leominster's fixed-income investment philosophy is to maximize total return while seeking a high level of current income. The Fund holds numerous issues across various industries in order to minimize both credit and event risks. The Fund is primarily invested in securities that are rated investment grade by the major ratings agencies. | Analyst-Equity | - |
Merrill Lynch Ventures LLC
Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures invests in companies locate din the United States. The firm focuses across a broad range of sectors and industries. It provides financing for early stage capital requirements. | Trading-Equity | - |
Formation de David Burch Hunter
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 |
|---|---|
Croft-Leominster, Inc.
Croft-Leominster, Inc. Investment ManagersFinance Croft Leominster's primary goal is to obtain capital appreciation while limiting exposure and risk. They attempt to reduce risk by holding a diversified portfolio of stocks they feel are undervalued. They occasionally take positions that may be considered contrarian in nature. The Value Fund is managed with a value-oriented, partially contrarian, investment philosophy. The Fund focuses on companies with low valuations relative to future earnings growth, cash flow and asset values. Through a carefully selected diversified portfolio of undervalued securities, the Fund attempts to achieve above-average returns with reduced risks. The portfolio of the fund will generally have a lower forward-looking p/e ratio than the market. The Income Fund is invested in a diversified portfolio of corporate bonds and other fixed-income securities. Croft Leominster's fixed-income investment philosophy is to maximize total return while seeking a high level of current income. The Fund holds numerous issues across various industries in order to minimize both credit and event risks. The Fund is primarily invested in securities that are rated investment grade by the major ratings agencies. | Finance |
Merrill Lynch Ventures LLC
Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures invests in companies locate din the United States. The firm focuses across a broad range of sectors and industries. It provides financing for early stage capital requirements. | Finance |
Brown Investment Advisory, Inc.
Brown Investment Advisory, Inc. Investment ManagersFinance Brown Investment Advisory offers a variety of investment strategies including Large-Cap Growth, Large-Cap Value, Small-Cap Growth and Fixed-Income. In addition, the firm works with other asset management firms to offer clients access to other strategies including US Small-Cap Value Equity, International Equity, hedge funds-of-funds, alternative asset classes, venture capital funds, buy-out private equity funds, real estate funds and a variety of co-investments. Brown's large-cap growth strategy seeks to invest in diversified portfolios of companies with superior fundamentals, strong, sustainable revenue and earnings growth and attractive valuations. They invest in US large-cap growth stocks and typically hold them for several years. Brown employs fundamental research to select securities and sectors that offer highly competitive, tax-efficient returns. They seek to identify market-leading companies or companies with the potential to become market leaders. They look for rich product cycles, large, growing markets, strong cash flow, proprietary products/services and productive new product development efforts. Brown also looks for growth stock development that occurs after the initial phase of growth in which a catalyst causes rejuvenated growth. Brown's Large-Cap Value strategy seeks to identify out-of-favor situations with downside risk of no more than 20% and upside potential of at least 40%. They look for sound, financially strong, growing companies with proven shareholder-sensitive management. Their strategy is multi-cap, with a minimum market-cap of $500 million and no maximum. Companies should have above average earnings growth, above average profitability and below average valuations. Investments are diversified across a wide range of industries. The firm employs a bottom-up portfolio construction process that is based on the specific attractiveness of each holding. The firm's Small-Cap Growth strategy seeks to invest early and hold investments for the long-term. Brown looks for companies with large business opportunities relative to the company's size and proprietary technology, products, services or distribution systems. Management must have a clear, measurable plan to produce sustainable earnings growth of more than 20% a year. At the time of purchase, stocks must have a market-cap of not more than the largest company in the Russell 2000 Growth Index. Brown actively manages fixed-income portfolios. They employ a disciplined investment process that seeks to exploit changes in sector spreads, security valuations, interest rate trends and yield curve dynamics. | Finance |
Washington & Lee University
Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory provides investment management services through various investment vehicles including mutual funds, separate accounts and private funds. The firm employs a bottom-up, fundamental research approach in their security selection process. Their strategies strive to outperform their respective benchmarks over the long term. | Finance |
University of Virginia Darden School of Business
University of Virginia Darden School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















