![Samuel Caldwell](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
Samuel Caldwell worked as a Research Associate at Keefe, Bruyette & Woods, Inc. He then worked as a Research Associate at Truist Securities, Inc. for a brief period in 2002.
In 2000, he worked as an Analyst at Fountainhead Partners LP, and in 2001, he worked as an Analyst at Epic Learning LLC.
Caldwell received his undergraduate degree from Georgia Institute of Technology in 2000.
Anciens postes connus de Samuel Caldwell
| Sociétés | Poste | Fin |
|---|---|---|
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2002 |
Epic Learning LLC | Corporate Officer/Principal | 31/12/2001 |
Fountainhead Partners LP
 Fountainhead Partners LP Investment ManagersFinance Fountainhead invests primarily mid-cap companies in that focus on the electronic technology sector. The firm maintains a medium turnover rate. Fountainhead strives to determine the value of a business and identify discrepancies between that value and the price of publicly-traded securities across the capital structure. They employ an opportunistic, value-oriented investment strategy based on a fundamental bottom-up approach, investing primarily in publicly traded US securities. Fountainhead utilizes securities across the capital structure, including equity, credit, convertibles and options. They seek to generate attractive absolute returns over a 3 to 5 year time horizon while preserving capital on an annual basis. They will not pay a real economic cost to attempt to reduce the near-term volatility of funds they manage. They are not opposed to using modest amounts of leverage to potentially increase returns, but they do not use leverage to purchase low returning assets to achieve a high return on capital. Fountainhead limits the amount of capital invested in any single investment and size position based on the amount of permanent loss of capital they are willing to incur. They typically hold 50-80 individual positions in a portfolio that is concentrated enough to benefit from individual securities. | Corporate Officer/Principal | 31/12/2000 |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Samuel Caldwell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Fountainhead Partners LP
Fountainhead Partners LP Investment ManagersFinance Fountainhead invests primarily mid-cap companies in that focus on the electronic technology sector. The firm maintains a medium turnover rate. Fountainhead strives to determine the value of a business and identify discrepancies between that value and the price of publicly-traded securities across the capital structure. They employ an opportunistic, value-oriented investment strategy based on a fundamental bottom-up approach, investing primarily in publicly traded US securities. Fountainhead utilizes securities across the capital structure, including equity, credit, convertibles and options. They seek to generate attractive absolute returns over a 3 to 5 year time horizon while preserving capital on an annual basis. They will not pay a real economic cost to attempt to reduce the near-term volatility of funds they manage. They are not opposed to using modest amounts of leverage to potentially increase returns, but they do not use leverage to purchase low returning assets to achieve a high return on capital. Fountainhead limits the amount of capital invested in any single investment and size position based on the amount of permanent loss of capital they are willing to incur. They typically hold 50-80 individual positions in a portfolio that is concentrated enough to benefit from individual securities. | Finance |
Georgia Institute of Technology
 Georgia Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Epic Learning LLC |
