![Jeff Hays](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Jeffrey D.
Hays is a Principal at Cypress Capital LLC.
In addition to providing strategic leadership to the firm, his role focuses on developing client relationships and creating a client culture within Cypress Capital.
His career in the financial industry spans over 22 years.
Mr. Hays first gained experience as a Financial Advisor at Wheat First Union prior to launching Hays Advisory in 2001.
Hays Advisory is an institutional research and asset management firm where he served as a Principal and President for 14 years.
Under his leadership the firm grew from just a few million dollars under management to over a billion dollars in assets.
In 2016, Mr. Hays stepped down as President of Hays to lead Cypress Capital where he has used his experience as both an advisor and an institutional money manager to help develop a sophisticated investment platform that provides professional asset management directly to the individual investor.
He studied at Lipscomb University and earned a Bachelor of Science degree in 1994 with an emphasis in Marketing.
Anciens postes connus de Jeff Hays
| Sociétés | Poste | Fin |
|---|---|---|
Cypress Capital LLC
 Cypress Capital LLC Investment ManagersFinance Cypress Capital primarily aims to improve risk-adjusted returns by managing risk and avoiding permanent loss of capital. The firm utilizes both quantitative and qualitative research methods in managing portfolios. Investment decisions will be drawn from internally designed criteria as well as information obtained from external research providers. The securities utilized in client portfolios will primarily consist of ETFs, mutual funds, individual equities and/or bonds. For certain designated models option overwriting and/or hedging techniques may be employed as an income producing and/or risk reduction strategy. | Gestionnaire de Portefeuille-Actions | 06/03/2019 |
Hays Advisory LLC
 Hays Advisory LLC Investment ManagersFinance Hays Advisory employs a tactical asset allocation discipline designed to take advantage of the long-term cyclicality of the economy and financial markets by targeting less of the client's assets to stocks on down cycles and allocating more to stocks while in the formative stages of the up cycles. Hays Advisory manages portfolios using a top-down investment style that incorporates this proprietary tactical asset allocation model. The process begins with deciding how much of the assets should be placed in stocks, bonds and cash. The investment committee then determines how much to overweight or underweight each major industry sector and picks the stocks within those sectors that pass quantitative screens. After allocating the assets, Hays Advisory considers the 100 individual sectors and industries of the economy to determine those that are positive and improving. The 100 industry groups are divided into ten general market sectors. Using proprietary methods, Hays Advisory identifies the industry sectors that are showing gradual improvement in both fundamental rankings (earnings momentum and relative valuation) and market action (relative price momentum). Once the improving sector moves into the top 50%, it begins to receive a weighting in the portfolio. The weighting increases as the internal fundamental rankings of the sector continue to improve. Finally, individual stocks are selected that fit the historical patterns that typically have provided above-average performance. Utilizing a combination of both fundamental and technical analysis, Hays Advisory selects individual stocks that rank in the top 20% of all stocks based upon the earnings momentum, relative strength and relative valuation. The selected stocks pass through other screens that reveal items such as the historical dependability of earnings expectations. Finally, the investment committee examines the latest research available from fundamental analysts that follow the company. | Directeur Général | 31/12/2018 |
First Union Securities
 First Union Securities Major BanksFinance National commercial bank | Analyst-Equity | 30/09/2001 |
Hays Series Trust
 Hays Series Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a open end management investment company | President | - |
Formation de Jeff Hays
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
14
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Hays Advisory LLC
Hays Advisory LLC Investment ManagersFinance Hays Advisory employs a tactical asset allocation discipline designed to take advantage of the long-term cyclicality of the economy and financial markets by targeting less of the client's assets to stocks on down cycles and allocating more to stocks while in the formative stages of the up cycles. Hays Advisory manages portfolios using a top-down investment style that incorporates this proprietary tactical asset allocation model. The process begins with deciding how much of the assets should be placed in stocks, bonds and cash. The investment committee then determines how much to overweight or underweight each major industry sector and picks the stocks within those sectors that pass quantitative screens. After allocating the assets, Hays Advisory considers the 100 individual sectors and industries of the economy to determine those that are positive and improving. The 100 industry groups are divided into ten general market sectors. Using proprietary methods, Hays Advisory identifies the industry sectors that are showing gradual improvement in both fundamental rankings (earnings momentum and relative valuation) and market action (relative price momentum). Once the improving sector moves into the top 50%, it begins to receive a weighting in the portfolio. The weighting increases as the internal fundamental rankings of the sector continue to improve. Finally, individual stocks are selected that fit the historical patterns that typically have provided above-average performance. Utilizing a combination of both fundamental and technical analysis, Hays Advisory selects individual stocks that rank in the top 20% of all stocks based upon the earnings momentum, relative strength and relative valuation. The selected stocks pass through other screens that reveal items such as the historical dependability of earnings expectations. Finally, the investment committee examines the latest research available from fundamental analysts that follow the company. | Finance |
First Union Securities
First Union Securities Major BanksFinance National commercial bank | Finance |
Lipscomb University
 Lipscomb University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cypress Capital LLC
Cypress Capital LLC Investment ManagersFinance Cypress Capital primarily aims to improve risk-adjusted returns by managing risk and avoiding permanent loss of capital. The firm utilizes both quantitative and qualitative research methods in managing portfolios. Investment decisions will be drawn from internally designed criteria as well as information obtained from external research providers. The securities utilized in client portfolios will primarily consist of ETFs, mutual funds, individual equities and/or bonds. For certain designated models option overwriting and/or hedging techniques may be employed as an income producing and/or risk reduction strategy. | Finance |
Hays Series Trust
Hays Series Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a open end management investment company | Miscellaneous |
