Profil
Mr. Marcus P.
Borel is a Portfolio Manager at Davidson & Garrard, Inc. He serves on the firm's Investment Committee.
Prior to joining Davidson & Garrard in 2014, Mr. Borel served as Vice President for one of the area's largest real estate development firms where he had roles in resource and investment management, business administration, marketing, and strategic planning.
He received summa cum laude graduate of Virginia Tech with a B.S.
in Business Management in 2006.
Anciens postes connus de Marcus Paul Borel
| Sociétés | Poste | Fin |
|---|---|---|
Davidson & Garrard, Inc.
Davidson & Garrard, Inc. Investment ManagersFinance DG follows a long-term, value-oriented investment philosophy that attempts to avoid undue risk. They consider the quality and strength of a company's fundamentals as an essential element in discerning value. Their valuation analysis utilizes multiple methodologies to uncover stocks trading at price levels that provide meaningful appreciation potential. In addition to considering traditional value measures, they evaluate momentum factors and prefer companies that demonstrate positive earnings and price momentum. The firm utilizes fixed-income securities to provide current income and help reduce portfolio risk. DG employs a conservative fixed-income strategy that seeks to maximize returns while limiting credit and interest rate risks. As a rule, they invest only in U.S. Treasuries, government agencies and investment grade corporate or municipal bonds. Maturities are generally limited to a maximum of ten years. | Membre du Comité d'Investissement | 31/12/2017 |
Formation de Marcus Paul Borel
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Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Davidson & Garrard, Inc.
Davidson & Garrard, Inc. Investment ManagersFinance DG follows a long-term, value-oriented investment philosophy that attempts to avoid undue risk. They consider the quality and strength of a company's fundamentals as an essential element in discerning value. Their valuation analysis utilizes multiple methodologies to uncover stocks trading at price levels that provide meaningful appreciation potential. In addition to considering traditional value measures, they evaluate momentum factors and prefer companies that demonstrate positive earnings and price momentum. The firm utilizes fixed-income securities to provide current income and help reduce portfolio risk. DG employs a conservative fixed-income strategy that seeks to maximize returns while limiting credit and interest rate risks. As a rule, they invest only in U.S. Treasuries, government agencies and investment grade corporate or municipal bonds. Maturities are generally limited to a maximum of ten years. | Finance |
Virginia Polytechnic Institute & State University
Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















