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Gordon McKay
Plus aucun poste en cours
Finance
Consumer Services
Profil
Mr. Gordon McKay, CFA, is a Research Analyst at Marret Asset Management, Inc.
Prior to joining Marret as a Research Analyst in June 2009, he spent over 3 years as a Research Analyst at the Edmonton office of Peritus I Asset Management, a Santa Barbara based investment manager specializing in high yield corporate debt securities.
Prior to joining Peritus, he worked as a Valuation Consultant for McNally Valuations, a boutique valuation services firm.
At McNally Valuations, he completed research and analysis, and assisted in the preparation of fairness opinions, goodwill impairment tests and valuation reports.
He began working at McNally Valuations in 2002.
Mr. McKay received his Bachelor of Commerce degree from the University of Alberta.
Anciens postes connus de Gordon McKay
| Sociétés | Poste | Fin |
|---|---|---|
Peritus Asset Management LLC
 Peritus Asset Management LLC Investment ManagersFinance Peritus Asset Management is a value-based, active credit investment manager. The firm seeks to capitalize on opportunities in the corporate bond and loan market. They focus on investments in corporate credit with emphasis on high yield bonds and leveraged loans. They typically target securities that offer a high current yield, can be acquired at discounts to par ($100) and offer the potential to generate capital gains in addition to the coupon income. These bonds and loans are sourced primarily from the public, secondary market. By selecting each security individually and building portfolios bond-by-bond, Peritus seeks to add value in terms of both rates of return and by being flexible in the market. The firm holds a diversified but limited number of securities, so they can select from the industries and securities they believe offer the most value. The firm places limited value on credit ratings and chooses to focus on the fundamentals of businesses rather than ratings. Peritus generates their own investment ideas, focusing on true cash flow and seeking to buy credit at prices that provide a margin of safety. In their analysis, Peritus also looks for excess cash on the balance sheet, a history of producing real free cash flow and a capital structure that can be sustained on conservative forecasts. The investment process begins with an identification of macroeconomic and industry themes. The firm looks for companies that meet their criteria and offer yields within their target range. They then perform fundamental credit and valuation analysis to determine leverage metrics and free cash flow projections. Peritus seeks to determine where in the capital structure they can identify the best opportunity. The firm's credit monitoring efforts include daily monitoring of all company and industry news. They provide comprehensive updates on the release of quarterly earnings and seek to identify any fundamental credit deterioration or downside exposure. The firm's portfolio management strategy focuses on identifying expected price upside or downside and executing trades accordingly. They monitor credit concentration and overlay portfolio positioning according to the market outlook. Peritus' financial analysis begins with the Statement of Cash Flows and then considers the Balance Sheet and the Income Statement. The firm views debt as senior equity and does not stop at traditional credit analysis. They look at a complete appraisal of the business' intrinsic value. Through fundamental and valuation analysis, Peritus determines whether an investment should be made in a certain company and also where in the capital structure the risk/return is most attractive. When examining a Cash Flow Statement, Peritus believes that cash flow from operations less capital expenditures equals true free cash flow. The firm's Balance Sheet analysis focuses on the capital structure and leverage metrics. Peritus' Income Statement analysis seeks to determine a company's trend EBITDA margin. | Corporate Officer/Principal | - |
Marret Asset Management, Inc.
 Marret Asset Management, Inc. Investment ManagersFinance Marret is a specialist fixed income manager focused on corporate credit strategies. With mandates in investment grade credit, short-term cash alternatives, high yield and opportunistic distressed, the firm’s focus is on achieving positive absolute returns with emphasis on risk management. Their investment process is a blend of top-down and bottom-up strategies. It begins with a macro forecast and selection of industry over and underweights, then moves into company and individual security selection. | Analyst-Fixed Income | - |
Formation de Gordon McKay
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Marret Asset Management, Inc.
Marret Asset Management, Inc. Investment ManagersFinance Marret is a specialist fixed income manager focused on corporate credit strategies. With mandates in investment grade credit, short-term cash alternatives, high yield and opportunistic distressed, the firm’s focus is on achieving positive absolute returns with emphasis on risk management. Their investment process is a blend of top-down and bottom-up strategies. It begins with a macro forecast and selection of industry over and underweights, then moves into company and individual security selection. | Finance |
University of Alberta
 University of Alberta Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Peritus Asset Management LLC
Peritus Asset Management LLC Investment ManagersFinance Peritus Asset Management is a value-based, active credit investment manager. The firm seeks to capitalize on opportunities in the corporate bond and loan market. They focus on investments in corporate credit with emphasis on high yield bonds and leveraged loans. They typically target securities that offer a high current yield, can be acquired at discounts to par ($100) and offer the potential to generate capital gains in addition to the coupon income. These bonds and loans are sourced primarily from the public, secondary market. By selecting each security individually and building portfolios bond-by-bond, Peritus seeks to add value in terms of both rates of return and by being flexible in the market. The firm holds a diversified but limited number of securities, so they can select from the industries and securities they believe offer the most value. The firm places limited value on credit ratings and chooses to focus on the fundamentals of businesses rather than ratings. Peritus generates their own investment ideas, focusing on true cash flow and seeking to buy credit at prices that provide a margin of safety. In their analysis, Peritus also looks for excess cash on the balance sheet, a history of producing real free cash flow and a capital structure that can be sustained on conservative forecasts. The investment process begins with an identification of macroeconomic and industry themes. The firm looks for companies that meet their criteria and offer yields within their target range. They then perform fundamental credit and valuation analysis to determine leverage metrics and free cash flow projections. Peritus seeks to determine where in the capital structure they can identify the best opportunity. The firm's credit monitoring efforts include daily monitoring of all company and industry news. They provide comprehensive updates on the release of quarterly earnings and seek to identify any fundamental credit deterioration or downside exposure. The firm's portfolio management strategy focuses on identifying expected price upside or downside and executing trades accordingly. They monitor credit concentration and overlay portfolio positioning according to the market outlook. Peritus' financial analysis begins with the Statement of Cash Flows and then considers the Balance Sheet and the Income Statement. The firm views debt as senior equity and does not stop at traditional credit analysis. They look at a complete appraisal of the business' intrinsic value. Through fundamental and valuation analysis, Peritus determines whether an investment should be made in a certain company and also where in the capital structure the risk/return is most attractive. When examining a Cash Flow Statement, Peritus believes that cash flow from operations less capital expenditures equals true free cash flow. The firm's Balance Sheet analysis focuses on the capital structure and leverage metrics. Peritus' Income Statement analysis seeks to determine a company's trend EBITDA margin. | Finance |
