Profil
Mr. Mark T.
Dodson, CFA, is a Principal & Director of Research at Cypress Capital LLC.
He runs the firm's quantitative models and processes, and is responsible for the development of Cypress Capital's portfolio strategies.
Since 2001, Mr. Dodson has served as the Director of Research at an institutional research and investment firm.
Prior to that role, he was a Portfolio Manager for a micro-cap value hedge fund.
In addition to portfolio management, his role included the oversight of data supporting the firm's models and inputs, the search, development, and implementation of new indicators, and the creation of special market studies and reports.
Mr. Dodson studied at Columbia State University from January 1995 to December 1996 and received an Associate of Science degree.
Following this degree, he attended Lipscomb University from January 1997 to December 1998 and earned a Bachelor of Arts degree with an emphasis in Finance and Economics.
He also holds the designation of Chartered Financial Analyst (CFA).
Postes actifs de Mark Tomas Dodson
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur de la Recherche - Actions | 01/05/2014 |
Anciens postes connus de Mark Tomas Dodson
| Sociétés | Poste | Fin |
|---|---|---|
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 de la Recherche - Actions | 31/12/2018 |
Hays Capital Management LLC
Hays Capital Management LLC Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | 01/12/2017 |
Formation de Mark Tomas Dodson
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Entreprise privées
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Entreprises liées au 1er degré
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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 |
Lipscomb University
Lipscomb University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Columbia State Community College
Columbia State Community College 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 Capital Management LLC
Hays Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
















