Profil
Mr. David L.
Smith is Portfolio Manager & Analyst at Nichols Asset Management LLC.
Prior to joining Nichols Asset Management LLC in April 2007, Mr. Smith was employed as Vice President by Loomis, Sayles & Co. LP.
He was also employed at Fidelity Investments, Inc., and at Mellon Trust of New England, National Association.
Mr. Smith received a BA in Political Science from the University of Massachusetts and an MBA from Cornell University.
He is a Chartered Financial Analyst.
Postes actifs de David Laird Smith
| Sociétés | Poste | Début |
|---|---|---|
Nichols Asset Management LLC
Nichols Asset Management LLC Investment ManagersFinance Nichols Asset Management’s investment approach employs both quantitative analysis and traditional fundamental research. The firm offers an institutional small-cap growth portfolio that invests in emerging growth, stable growth and opportunistic stocks. Portfolios typically hold 40 to 60 stocks that are allocated approximately 40% to emerging growth, 40% to stable growth and 20% to opportunistic growth stocks. Positions are continuously monitored for fundamentals, valuation and risk. They will sell a stock if fundamentals deteriorate, if it becomes excessively valued, if there is erosion in quantitative factors or if its market-cap falls outside the firm's guidelines. | Analyst-Equity | 01/04/2007 |
Anciens postes connus de David Laird Smith
| Sociétés | Poste | Fin |
|---|---|---|
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/1988 |
Mellon Trust of New England, NA
Mellon Trust of New England, NA Major BanksFinance Operates as a commercial bank | Corporate Officer/Principal | - |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Gestionnaire de Portefeuille-Actions | - |
Formation de David Laird Smith
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 |
|---|---|
Mellon Trust of New England, NA
Mellon Trust of New England, NA Major BanksFinance Operates as a commercial bank | Finance |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Finance |
Nichols Asset Management LLC
Nichols Asset Management LLC Investment ManagersFinance Nichols Asset Management’s investment approach employs both quantitative analysis and traditional fundamental research. The firm offers an institutional small-cap growth portfolio that invests in emerging growth, stable growth and opportunistic stocks. Portfolios typically hold 40 to 60 stocks that are allocated approximately 40% to emerging growth, 40% to stable growth and 20% to opportunistic growth stocks. Positions are continuously monitored for fundamentals, valuation and risk. They will sell a stock if fundamentals deteriorate, if it becomes excessively valued, if there is erosion in quantitative factors or if its market-cap falls outside the firm's guidelines. | Finance |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Massachusetts
University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Finance |
















