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Marc L. Davis
Analyst-Equity chez
Cary Street Partners Asset Management LLC
Profil
Mr. Marc L.
Davis, CFA, is an Equity Analyst & Director at Cary Street Partners Asset Management LLC.
He is an industry research analyst working on the Health Care and Consumer Staples sectors for Tradition Asset Management.
Mr. Davis was previously employed as a Senior Vice President by Tradition Capital Management LLC and an Analyst by Brundage, Story & Rose LLC.
He also served on the board at Tradition Asset Management LLC.
He received his undergraduate degree from Columbia College (Illinois) and a graduate degree from New York University School of Law.
Postes actifs de Marc L. Davis
| Sociétés | Poste | Début |
|---|---|---|
Cary Street Partners Asset Management LLC
 Cary Street Partners Asset Management LLC Investment ManagersFinance CSPAM offers portfolio strategies that range from full equity models with higher levels of risk to full bond models with lower levels of risk, as well as a range of ETF portfolios with a varied blend of equity and bond exposure that fall between them. In addition, they offer strategies that include alternative assets. | Analyst-Equity | 01/08/2020 |
Anciens postes connus de Marc L. Davis
| Sociétés | Poste | Fin |
|---|---|---|
Brundage, Story & Rose LLC
 Brundage, Story & Rose LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Tradition Asset Management LLC
 Tradition Asset Management LLC Investment ManagersFinance Profile Unavailable. | Directeur/Membre du Conseil | - |
Tradition Capital Management LLC
 Tradition Capital Management LLC Investment ManagersFinance Tradition Capital Management (TCM) employs a GARP investment approach. The firm focuses on investments in companies with above average earnings growth that are trading at a discount to their estimated fair value. While TCM's equity investment strategy concentrates on large companies, they selectively include medium and smaller companies in their portfolios where client circumstances and objectives warrant. The firm targets emerging growth companies with the potential to become large companies. TCM seeks to generate higher returns by selecting companies with the potential to rapidly grow their business in the near future. For clients with the primary goal is income and capital preservation, TCM manages balanced portfolios with a median equity allocation of 40% to 60%. For clients with the primary goal of growth and appreciation, the firm manages portfolios with a median equity allocation of 60% to 80%. Though not limited by sector, TCM tends to invest in the stocks of large-cap companies in the consumer non-durables, healthcare technology, energy minerals, producer manufacturing and electronic technology sectors. Most of their investments are in companies located in the US, Europe and the Middle East. The firm maintains a low turnover rate. TCM's fixed-income investment strategy emphasizes preservation of capital and principal stability. The firm focuses on investments in higher quality bonds with investment grade ratings. They avoid investing in lower rated bonds, especially high-yield or junk bonds. | Analyst-Equity | - |
Formation de Marc L. Davis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
46
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Brundage, Story & Rose LLC
Brundage, Story & Rose LLC Investment ManagersFinance Provides investment advice | Finance |
Tradition Capital Management LLC
Tradition Capital Management LLC Investment ManagersFinance Tradition Capital Management (TCM) employs a GARP investment approach. The firm focuses on investments in companies with above average earnings growth that are trading at a discount to their estimated fair value. While TCM's equity investment strategy concentrates on large companies, they selectively include medium and smaller companies in their portfolios where client circumstances and objectives warrant. The firm targets emerging growth companies with the potential to become large companies. TCM seeks to generate higher returns by selecting companies with the potential to rapidly grow their business in the near future. For clients with the primary goal is income and capital preservation, TCM manages balanced portfolios with a median equity allocation of 40% to 60%. For clients with the primary goal of growth and appreciation, the firm manages portfolios with a median equity allocation of 60% to 80%. Though not limited by sector, TCM tends to invest in the stocks of large-cap companies in the consumer non-durables, healthcare technology, energy minerals, producer manufacturing and electronic technology sectors. Most of their investments are in companies located in the US, Europe and the Middle East. The firm maintains a low turnover rate. TCM's fixed-income investment strategy emphasizes preservation of capital and principal stability. The firm focuses on investments in higher quality bonds with investment grade ratings. They avoid investing in lower rated bonds, especially high-yield or junk bonds. | Finance |
Columbia College (Illinois)
 Columbia College (Illinois) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University School of Law
 New York University School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cary Street Partners Asset Management LLC
Cary Street Partners Asset Management LLC Investment ManagersFinance CSPAM offers portfolio strategies that range from full equity models with higher levels of risk to full bond models with lower levels of risk, as well as a range of ETF portfolios with a varied blend of equity and bond exposure that fall between them. In addition, they offer strategies that include alternative assets. | Finance |
Tradition Asset Management LLC
Tradition Asset Management LLC Investment ManagersFinance Profile Unavailable. | Finance |
