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Spencer Thomas Shelman
Gestionnaire de Portefeuille-Actions chez
Palouse Capital Management, Inc.
Profil
Mr. Spencer T.
Shelman, CFA, is a Lead Portfolio Manager at Palouse Capital Management, Inc.
His background includes more than nine years of buy-side analytical and portfolio management experience.
Virtually all of his experience has involved bottom-up fundamental research for individual and institutional equity portfolios.
Mr. Shelman graduated cum laude from Washington State University in 2006 and is a Chartered Financial Analyst.
He is currently serving as President of the CFA Society of Spokane and is a member of the CFA Institute.
He is also on the National Board of Advisors for the Washington State University College of Business.
Postes actifs de Spencer Thomas Shelman
| Sociétés | Poste | Début |
|---|---|---|
Palouse Capital Management, Inc.
 Palouse Capital Management, Inc. Investment ManagersFinance PCM applies a fundamental value approach to every investment decision they make on behalf of their clients. They aim to understand the long-term prospects of each company they analyze. The firm buys a security if they believe that the current price of a security is materially lower than a reasonable fundamentally driven estimate of long-term value. PCM will sell a security if they believe a current portfolio holding has reached their current estimate of value. The firm utilizes both top-down and bottom-up methodologies in its research process. | Gestionnaire de Portefeuille-Actions | 01/06/2015 |
Anciens postes connus de Spencer Thomas Shelman
| Sociétés | Poste | Fin |
|---|---|---|
ICM Asset Management, Inc.
 ICM Asset Management, Inc. Investment ManagersFinance ICM’s equity investment philosophy has been built on the belief that by adhering to sound value practices and employing a disciplined process based on strong fundamental research. Their investment process incorporates both technical analysis and fundamental research as part of ICM’s decision making process. The firm operates with an investment team approach. The investment management team is responsible for investment strategy, research, sector and security selection, and portfolio construction. Security selection is a team process from start to finish. | Analyst-Equity | 30/08/2011 |
Asset Planning & Management, Inc.
 Asset Planning & Management, Inc. Investment ManagersFinance Asset Planning & Management buys quality investments and implements a disciplined long-term strategy. The firm invests portfolios mainly in stocks, bonds and cash. Their fixed income (bond) strategy emphasizes a well-diversified portfolio of investment grade bonds. Asset Planning & Management’s equity (common stock) strategy emphasizes buying high quality, large-cap stocks for the long haul. Their mutual fund strategy emphasizes diversified investment companies, which are managed in a way that is consistent with the firm’s guidelines for individual securities. | Gestionnaire de Portefeuille-Actions | - |
Formation de Spencer Thomas Shelman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
42
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
ICM Asset Management, Inc.
ICM Asset Management, Inc. Investment ManagersFinance ICM’s equity investment philosophy has been built on the belief that by adhering to sound value practices and employing a disciplined process based on strong fundamental research. Their investment process incorporates both technical analysis and fundamental research as part of ICM’s decision making process. The firm operates with an investment team approach. The investment management team is responsible for investment strategy, research, sector and security selection, and portfolio construction. Security selection is a team process from start to finish. | Finance |
Palouse Capital Management, Inc.
Palouse Capital Management, Inc. Investment ManagersFinance PCM applies a fundamental value approach to every investment decision they make on behalf of their clients. They aim to understand the long-term prospects of each company they analyze. The firm buys a security if they believe that the current price of a security is materially lower than a reasonable fundamentally driven estimate of long-term value. PCM will sell a security if they believe a current portfolio holding has reached their current estimate of value. The firm utilizes both top-down and bottom-up methodologies in its research process. | Finance |
Washington State University
 Washington State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Asset Planning & Management, Inc.
Asset Planning & Management, Inc. Investment ManagersFinance Asset Planning & Management buys quality investments and implements a disciplined long-term strategy. The firm invests portfolios mainly in stocks, bonds and cash. Their fixed income (bond) strategy emphasizes a well-diversified portfolio of investment grade bonds. Asset Planning & Management’s equity (common stock) strategy emphasizes buying high quality, large-cap stocks for the long haul. Their mutual fund strategy emphasizes diversified investment companies, which are managed in a way that is consistent with the firm’s guidelines for individual securities. | Finance |
