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Profil
Mr. Edward S.
Borland is a Research Analyst at Gabelli Funds LLC.
Mr. Borland served as a Research Analyst for Keeley Teton advisors and its predecessor Keeley Asset Management Corp.
(“KAMCO”) where he supported the Small Cap Dividend Value, Mid-Cap Dividend Value and Small-Mid Cap Value strategies since joining KAMCO in 2011.Before joining KAMCO, Mr. Borland was a sell-side analyst covering small and mid-cap industrial stocks for Hudson Securities and its predecessor Next Generation Equity Research.
During his sell-side tenure he won Starmine awards for Best Stock Picker and Best Earnings Estimator in 2009 for his coverage of the Electrical Equipment industry.
He was also recognized in the WSJ “Best on the Street” survey in 2007 for his coverage of the Heavy Machinery and Materials category.
Mr. Borland received his M.B.A. from Lake Forest Graduate School of Management in 2006, and received his B.S.
in Business Administration from the University of Denver in 1993.
Postes actifs de Edward Sivage Borland
| Sociétés | Poste | Début |
|---|---|---|
Gabelli Funds LLC
 Gabelli Funds LLC Investment ManagersFinance Gabelli Funds' approach to security analysis includes among other things fundamental research, industry research, personal visits with management and company published data. They also use data published in the financial media. Their portfolio managers may also make use of third party sell-side brokerage research. | Analyst-Equity | 01/05/2025 |
Anciens postes connus de Edward Sivage Borland
| Sociétés | Poste | Fin |
|---|---|---|
Keeley-Teton Advisors LLC
 Keeley-Teton Advisors LLC Investment ManagersFinance Keeley Teton is an active investor that seeks to provide long-term capital appreciation in the equity markets by investing with a value approach across different market capitalization categories with a primary focus in small and mid-cap securities. The firm utilizes disciplined bottom-up, fundamental analysis in the search for inefficiently priced equities. Positions are constantly monitored and evaluated against their sell criteria. | Analyst-Equity | 01/05/2025 |
Keeley Asset Management Corp.
 Keeley Asset Management Corp. Investment ManagersFinance Keeley Asset Management Corp. is a value manager that seeks long-term, above average capital appreciation in the equity markets while reducing portfolio risk. The firm offers Small-Cap Value and Mid-Cap Value separately managed portfolios for individuals and institutions. They also manage the Keeley funds, a family of open-end, publicly-traded mutual funds. Keeley employs a bottom-up investment approach that focuses on the review of individual company characteristics rather than attempting to forecast broader economic trends. Their strategy is opportunistic and seeks to identify companies that are undergoing internal corporate restructurings. Such situations may include: (1) companies being spun off from their parent company (2) companies emerging from bankruptcy (3) companies trading below book or break-up value with a catalyst (4) mutual savings & loan and insurance conversions and (5) distressed utilities. Keeley prefers to invest in underfollowed companies with long product life cycles and above average potential for long-term earnings and share price growth. Once they have identified such companies, the firm seeks to purchase the companies' stocks at a discount to their assessment of the companies' fair market value. | Analyst-Equity | 01/03/2017 |
Hudson Securities, Inc.
 Hudson Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Next Generation Equity Research LLC
 Next Generation Equity Research LLC Investment Banks/BrokersFinance Provides investment research | Directeur de la Recherche - Actions | - |
Fiduciary Management Associates LLC
 Fiduciary Management Associates LLC Investment ManagersFinance Fiduciary Management Associates (FMA) is a value manager that invests exclusively in US equity and fixed-income securities. The firm offers four principal products: small-cap value equity, large-cap value equity, large-cap core equity and core fixed-income. FMA takes both a top-down and bottom-up approach when selecting securities. For their small-cap value equity strategy, FMA uses a top-down approach to identify broad macroeconomic themes, the potential implications of economic indicators and sector trends, portfolio construction and industry-level strategy. They then employ rigorous fundamental analysis to identify potential investments from a universe of companies with between $200 million and $2 billion in market-cap. FAM looks for companies with attractive relative valuations, strong earnings and cash flow growth prospects, healthy balance sheets and excess cash flow. They generally hold 50 to 70 stocks and use the Russell 2000 Value Index as their benchmark. FMA's large-cap value equity approach seeks to identify stocks that are undervalued relative to their intrinsic value based on the company's earnings and cash flow predictability and growth. The firm incorporates their overall economic and market expectations into the strategy emphasizing a relative value approach within sectors and industries. They use top-down and bottom-up methodologies to construct portfolios, incorporating geopolitical, economic, currency and interest rate expectations into the strategy. These portfolios typically include 50 to 70 stocks. FAM looks for companies with relative valuation metrics comparable to the Russell 1000 Value Index that exhibit higher earnings growth expectations. They invest in companies with market-cap greater that $2 billion. The firm's large-cap core equity strategy focuses on large-cap companies that have predictable fundamentals, sustainable competitive advantages and high barriers to entry. They employ a research-based stock selection process, along with quantitative risk management, to identify companies that are expected to deliver consistent and competitive returns relative to the S&P 500 Index. FMA's fixed-income strategy seeks to construct a diversified portfolio of investment grade securities designed to outperform the Lehman Brothers Fixed Income Indices over a market cycle while controlling risk. They differentiate portfolios from the index by combining an appropriate level of interest rate, credit and option risk. FMA employs a traditional methodology in which both top-down and bottom-up analysis is used to maximize performance. The top-down macroeconomic fundamental analysis is combined with an ongoing review of market valuations to assess the current and expected financial and economic trends. A relative value methodology is employed across market sectors and within market segments and industries. Various quantitative tools combined with fundamental analysis are utilized to drive FMA's relative value approach to manage overall duration, credit and option risk. The firm invests in a diversified mix of US-based investment grade securities with varying maturities. Industries are reviewed on an ongoing basis to determine attractiveness, including macro factors such as barriers to entry, regulatory issues and competitive forces (both domestic and international). Credit worthiness is evaluated through a fundamental analysis of the industry/issuer utilizing both internal and external sources. | Corporate Officer/Principal | - |
Formation de Edward Sivage Borland
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Fiduciary Management Associates LLC
Fiduciary Management Associates LLC Investment ManagersFinance Fiduciary Management Associates (FMA) is a value manager that invests exclusively in US equity and fixed-income securities. The firm offers four principal products: small-cap value equity, large-cap value equity, large-cap core equity and core fixed-income. FMA takes both a top-down and bottom-up approach when selecting securities. For their small-cap value equity strategy, FMA uses a top-down approach to identify broad macroeconomic themes, the potential implications of economic indicators and sector trends, portfolio construction and industry-level strategy. They then employ rigorous fundamental analysis to identify potential investments from a universe of companies with between $200 million and $2 billion in market-cap. FAM looks for companies with attractive relative valuations, strong earnings and cash flow growth prospects, healthy balance sheets and excess cash flow. They generally hold 50 to 70 stocks and use the Russell 2000 Value Index as their benchmark. FMA's large-cap value equity approach seeks to identify stocks that are undervalued relative to their intrinsic value based on the company's earnings and cash flow predictability and growth. The firm incorporates their overall economic and market expectations into the strategy emphasizing a relative value approach within sectors and industries. They use top-down and bottom-up methodologies to construct portfolios, incorporating geopolitical, economic, currency and interest rate expectations into the strategy. These portfolios typically include 50 to 70 stocks. FAM looks for companies with relative valuation metrics comparable to the Russell 1000 Value Index that exhibit higher earnings growth expectations. They invest in companies with market-cap greater that $2 billion. The firm's large-cap core equity strategy focuses on large-cap companies that have predictable fundamentals, sustainable competitive advantages and high barriers to entry. They employ a research-based stock selection process, along with quantitative risk management, to identify companies that are expected to deliver consistent and competitive returns relative to the S&P 500 Index. FMA's fixed-income strategy seeks to construct a diversified portfolio of investment grade securities designed to outperform the Lehman Brothers Fixed Income Indices over a market cycle while controlling risk. They differentiate portfolios from the index by combining an appropriate level of interest rate, credit and option risk. FMA employs a traditional methodology in which both top-down and bottom-up analysis is used to maximize performance. The top-down macroeconomic fundamental analysis is combined with an ongoing review of market valuations to assess the current and expected financial and economic trends. A relative value methodology is employed across market sectors and within market segments and industries. Various quantitative tools combined with fundamental analysis are utilized to drive FMA's relative value approach to manage overall duration, credit and option risk. The firm invests in a diversified mix of US-based investment grade securities with varying maturities. Industries are reviewed on an ongoing basis to determine attractiveness, including macro factors such as barriers to entry, regulatory issues and competitive forces (both domestic and international). Credit worthiness is evaluated through a fundamental analysis of the industry/issuer utilizing both internal and external sources. | Finance |
Keeley Asset Management Corp.
Keeley Asset Management Corp. Investment ManagersFinance Keeley Asset Management Corp. is a value manager that seeks long-term, above average capital appreciation in the equity markets while reducing portfolio risk. The firm offers Small-Cap Value and Mid-Cap Value separately managed portfolios for individuals and institutions. They also manage the Keeley funds, a family of open-end, publicly-traded mutual funds. Keeley employs a bottom-up investment approach that focuses on the review of individual company characteristics rather than attempting to forecast broader economic trends. Their strategy is opportunistic and seeks to identify companies that are undergoing internal corporate restructurings. Such situations may include: (1) companies being spun off from their parent company (2) companies emerging from bankruptcy (3) companies trading below book or break-up value with a catalyst (4) mutual savings & loan and insurance conversions and (5) distressed utilities. Keeley prefers to invest in underfollowed companies with long product life cycles and above average potential for long-term earnings and share price growth. Once they have identified such companies, the firm seeks to purchase the companies' stocks at a discount to their assessment of the companies' fair market value. | Finance |
Hudson Securities, Inc.
Hudson Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Gabelli Funds LLC
Gabelli Funds LLC Investment ManagersFinance Gabelli Funds' approach to security analysis includes among other things fundamental research, industry research, personal visits with management and company published data. They also use data published in the financial media. Their portfolio managers may also make use of third party sell-side brokerage research. | Finance |
Next Generation Equity Research LLC
Next Generation Equity Research LLC Investment Banks/BrokersFinance Provides investment research | Finance |
University of Denver
 University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lake Forest Graduate School of Management
 Lake Forest Graduate School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Keeley-Teton Advisors LLC
Keeley-Teton Advisors LLC Investment ManagersFinance Keeley Teton is an active investor that seeks to provide long-term capital appreciation in the equity markets by investing with a value approach across different market capitalization categories with a primary focus in small and mid-cap securities. The firm utilizes disciplined bottom-up, fundamental analysis in the search for inefficiently priced equities. Positions are constantly monitored and evaluated against their sell criteria. | Finance |
