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Gerry Seizert
Directeur/Membre du Conseil chez
ADVENT CONVERTIBLE AND INCOME FUND
Profil
Gerald Lee Seizert was the founder of Seizert Capital Partners LLC, founded in 2000, serving as Chairman & Portfolio Manager from 2018 to 2020.
Mr. Seizert is the founder of Heron Bay Capital Management LLC, founded in 2019, serving as Managing Partner since 2019.
Current jobs include Independent Trustee at Advent Convertible & Income Fund since 2003 and Trustee at The University of Toledo Foundation since 2013.
Former jobs include Co-Chief Executive Officer at Munder Capital Management from 1995 to 1999, Managing Partner at Loomis, Sayles & Co. LP from 1984 to 1995, Vice President & Portfolio Manager at Loomis, Sayles & Co. LP from 1984 to 1995, Vice President & Portfolio Manager at First America Bank (Bradenton, Florida) from 1978 to 1983, and Principal at Austin Financial Advisors, Inc. Education includes undergraduate and MBA from the University of Toledo (Ohio).
Postes actifs de Gerry Seizert
| Sociétés | Poste | Début |
|---|---|---|
| ADVENT CONVERTIBLE AND INCOME FUND | Directeur/Membre du Conseil | 29/04/2003 |
The University of Toledo Foundation
 The University of Toledo Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Directeur/Membre du Conseil | 01/01/2013 |
Heron Bay Capital Management LLC
 Heron Bay Capital Management LLC Investment ManagersFinance HBCM primarily employs a fundamental, technical and cyclical analysis method in developing investment strategies for its clients. The firm may also utilize technical and cyclical analysis methods when recommending certain securities. | Fondateur | 01/10/2019 |
Anciens postes connus de Gerry Seizert
| Sociétés | Poste | Fin |
|---|---|---|
Seizert Capital Partners LLC
 Seizert Capital Partners LLC Investment ManagersFinance SCP is a dedicated long-only value investor that focuses on quality companies. The firm seeks to preserve and compound their clients’ capital over a long-term time horizon. The firm uses a quantitative and fundamental investment discipline to drive concentrated core and value equity strategies. | Fondateur | 01/02/2020 |
Munder Capital Management
 Munder Capital Management Investment ManagersFinance Munder Capital Management offers a variety of investment disciplines including large-, mid-, and small-cap growth, small-cap value, international equity and taxable and municipal fixed income. Generally, securities are identified for equity accounts through a variety of fundamental factors such as earnings growth, capital efficiency and valuations. More subjective factors are often considered, such as the quality of the business model, competitive profile and quality of management. Technical factors are also often utilized, such as a company’s relative valuation, momentum and market sentiment. Portfolio construction is monitored and managed through risk controls such as overall tracking effort relative to the portfolio’s benchmark and maintaining discipline on targeted sector exposure, position size and capitalization. Fixed income strategies begin with a view of the economic fundamentals, which may be influenced by the Federal Reserve Bank’s policy intentions, inflation intentions and growth expectations and then key risks are identified, such as regulatory risks, merger and activity risks, and sovereign or contagion risks. These views lead to decisions on how to position a portfolio on the yield curve, opportunistic sector allocations to take advantage of any price discrepancies and, ultimately, security selection. Securities are generally selected by identifying securities with a low probability of a negative credit event, using a proprietary financial ratio model to identify purchase and sale candidates, and searching the market for individual pricing inefficiencies. | President | 30/12/1999 |
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. | Membre du Comité d'Investissement | 30/03/1995 |
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. | Corporate Officer/Principal | 01/01/1995 |
First America Bank (Bradenton, Florida)
 First America Bank (Bradenton, Florida) Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | 31/12/1983 |
Formation de Gerry Seizert
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
66
Relations au 1er degré
12
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 12 |
|---|---|
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 |
Munder Capital Management
Munder Capital Management Investment ManagersFinance Munder Capital Management offers a variety of investment disciplines including large-, mid-, and small-cap growth, small-cap value, international equity and taxable and municipal fixed income. Generally, securities are identified for equity accounts through a variety of fundamental factors such as earnings growth, capital efficiency and valuations. More subjective factors are often considered, such as the quality of the business model, competitive profile and quality of management. Technical factors are also often utilized, such as a company’s relative valuation, momentum and market sentiment. Portfolio construction is monitored and managed through risk controls such as overall tracking effort relative to the portfolio’s benchmark and maintaining discipline on targeted sector exposure, position size and capitalization. Fixed income strategies begin with a view of the economic fundamentals, which may be influenced by the Federal Reserve Bank’s policy intentions, inflation intentions and growth expectations and then key risks are identified, such as regulatory risks, merger and activity risks, and sovereign or contagion risks. These views lead to decisions on how to position a portfolio on the yield curve, opportunistic sector allocations to take advantage of any price discrepancies and, ultimately, security selection. Securities are generally selected by identifying securities with a low probability of a negative credit event, using a proprietary financial ratio model to identify purchase and sale candidates, and searching the market for individual pricing inefficiencies. | Finance |
Seizert Capital Partners LLC
Seizert Capital Partners LLC Investment ManagersFinance SCP is a dedicated long-only value investor that focuses on quality companies. The firm seeks to preserve and compound their clients’ capital over a long-term time horizon. The firm uses a quantitative and fundamental investment discipline to drive concentrated core and value equity strategies. | Finance |
Advent Convertible & Income Fund
 Advent Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Advent/Claymore Enhanced Growth & Income Fund
 Advent/Claymore Enhanced Growth & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
University of Toledo (Ohio)
 University of Toledo (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First America Bank (Bradenton, Florida)
First America Bank (Bradenton, Florida) Regional BanksFinance State chartered commercial bank | Finance |
Advent Claymore Convertible Securities & Income Fund II
 Advent Claymore Convertible Securities & Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Austin Financial Advisors, Inc.
 Austin Financial Advisors, Inc. Investment ManagersFinance Provides investment advice | Finance |
The University of Toledo Foundation
The University of Toledo Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Miscellaneous |
Beaumont Hospital
 Beaumont Hospital Hospital/Nursing ManagementHealth Services Operates medical and surgical hospitals | Health Services |
Heron Bay Capital Management LLC
Heron Bay Capital Management LLC Investment ManagersFinance HBCM primarily employs a fundamental, technical and cyclical analysis method in developing investment strategies for its clients. The firm may also utilize technical and cyclical analysis methods when recommending certain securities. | Finance |
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