Profil
Mr. Richard F.
Fonash, CFA, is Senior Investment Manager at Aberdeen Asset Management, Inc.
Mr. Fonash joined Aberdeen in 2007 following the acquisition of Nationwide Financial Services' equity investment management team.
where since May 2000 he served in several positions, including Chief Investment Officer & Chief Operating Officer - Investments.
Previously, Mr. Fonash was a Finance Director at Advanta Corp.
He received his Bachelor of Science degree, Magna Cum Laude, from Villanova University in 1990 and an MBA from the University of Rochester in 1986.
Anciens postes connus de Richard Francis Fonash
| Sociétés | Poste | Fin |
|---|---|---|
NWD Investment Management, Inc.
NWD Investment Management, Inc. Investment ManagersFinance Provides asset management services | Corporate Officer/Principal | 01/10/2007 |
NWD Investments
NWD Investments Investment ManagersFinance NWD's asset allocation approach is top-down and based on a combination of qualitative and quantitative criteria. Three key aspects determine the ranking of equity markets: interest rate prospects, earnings prospects and the valuation background. Significant allocation shifts are made when conviction levels are strong. There are monthly meetings for ideas generation, including the macroeconomic team, regional equity and fixed-income teams. Regional equity teams provide economic and market forecasts for each market supported by written documentation andanalysis. These forecasts are the result of bottom-up analysis of individual securities within the research universe to generate target price and rate of return forecasts, which are then aggregated to provide overall rolling twelve-month country return forecasts. NWD uses a combination of in-house and Wall Street research. | Directeur en chef des Investissements | 30/09/2007 |
Advanta Mortgage Corp. USA
Advanta Mortgage Corp. USA Finance/Rental/LeasingFinance Provides mortgage services | Corporate Officer/Principal | 01/05/2000 |
Liberty Ridge Capital, Inc.
Liberty Ridge Capital, Inc. Investment ManagersFinance Liberty Ridge focuses on domestic equities. Liberty Ridge Capital believes it adds the greatest value over all market cycles by consistently applying a time-tested, bottom-up stock selection process that combines the use of rigorous fundamental research with quantitative techniques. Liberty Ridge Capital seeks to select securities that offer the most attractive trade-off between valuation, near-term dynamics and long-term growth. They believe that superior investment results can be achieved by investing in companies that possess an attractive valuation relative to the broad market and peer group, display positive near-term business prospects and exhibit healthy long-term earnings growth potential. LibertyRidge employs a process that defines a manageable universe of stocks by utilizing proprietary quantitative screens to narrow their focus. Fundamental research further narrows the team's top investment candidates and then a portfolio is constructed based on process and account parameters. In seeking to identify attractive investment opportunities for the Focused, Large Cap, Mid-Cap and Small Cap Funds and the blend portion of the Strategic Small Company Fund, Liberty Ridge first creates a universe of companies whose current share price seems lower than their current or future worth. They consider factors like a company's earnings power vs. its current stock price, dividend income potential, its price-to-earnings ratio vs. similar companies, competitive advantages, like brand or trade name or market niche, management team, and current and future business prospects. Lastly, using their own fundamental research and a bottom-up approach to investing, Liberty Ridge identifies those companies which are currently out of market favor but have the potential to achieve significant appreciation as the marketplace recognizes their fundamental value. | Corporate Officer/Principal | 01/12/1998 |
Advanta Corp.
Advanta Corp. Finance/Rental/LeasingFinance Provides mortgages, equipment leases, business credit cards, insurance and deposit products and services | Corporate Officer/Principal | 01/05/1998 |
Formation de Richard Francis Fonash
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Advanta Corp.
Advanta Corp. Finance/Rental/LeasingFinance Provides mortgages, equipment leases, business credit cards, insurance and deposit products and services | Finance |
Air Products & Chemicals, Inc.
Air Products & Chemicals, Inc. Chemicals: SpecialtyProcess Industries Manufactures and supplies oxygen, nitrogen, argon, hydrogen, helium & carbon dioxide gases | Process Industries |
Liberty Ridge Capital, Inc.
Liberty Ridge Capital, Inc. Investment ManagersFinance Liberty Ridge focuses on domestic equities. Liberty Ridge Capital believes it adds the greatest value over all market cycles by consistently applying a time-tested, bottom-up stock selection process that combines the use of rigorous fundamental research with quantitative techniques. Liberty Ridge Capital seeks to select securities that offer the most attractive trade-off between valuation, near-term dynamics and long-term growth. They believe that superior investment results can be achieved by investing in companies that possess an attractive valuation relative to the broad market and peer group, display positive near-term business prospects and exhibit healthy long-term earnings growth potential. LibertyRidge employs a process that defines a manageable universe of stocks by utilizing proprietary quantitative screens to narrow their focus. Fundamental research further narrows the team's top investment candidates and then a portfolio is constructed based on process and account parameters. In seeking to identify attractive investment opportunities for the Focused, Large Cap, Mid-Cap and Small Cap Funds and the blend portion of the Strategic Small Company Fund, Liberty Ridge first creates a universe of companies whose current share price seems lower than their current or future worth. They consider factors like a company's earnings power vs. its current stock price, dividend income potential, its price-to-earnings ratio vs. similar companies, competitive advantages, like brand or trade name or market niche, management team, and current and future business prospects. Lastly, using their own fundamental research and a bottom-up approach to investing, Liberty Ridge identifies those companies which are currently out of market favor but have the potential to achieve significant appreciation as the marketplace recognizes their fundamental value. | Finance |
Rochester Christian University
Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
abrdn, Inc.
abrdn, Inc. Investment ManagersFinance abrdn utilizes various investment approaches when managing discretionary client accounts and providing recommendations to non-discretionary clients. The firm utilizes a bottom-up, fundamental stock-picking approach, where sector, regional and country allocations are a residual of their bottom-up stock selection decisions, constrained by appropriate risk controls. | Finance |
NWD Investments
NWD Investments Investment ManagersFinance NWD's asset allocation approach is top-down and based on a combination of qualitative and quantitative criteria. Three key aspects determine the ranking of equity markets: interest rate prospects, earnings prospects and the valuation background. Significant allocation shifts are made when conviction levels are strong. There are monthly meetings for ideas generation, including the macroeconomic team, regional equity and fixed-income teams. Regional equity teams provide economic and market forecasts for each market supported by written documentation andanalysis. These forecasts are the result of bottom-up analysis of individual securities within the research universe to generate target price and rate of return forecasts, which are then aggregated to provide overall rolling twelve-month country return forecasts. NWD uses a combination of in-house and Wall Street research. | Finance |
NWD Investment Management, Inc.
NWD Investment Management, Inc. Investment ManagersFinance Provides asset management services | Finance |
Villanova University
Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Advanta Mortgage Corp. USA
Advanta Mortgage Corp. USA Finance/Rental/LeasingFinance Provides mortgage services | Finance |
BOC Gases Americas |
















