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Tony Howard Coffey
Fondateur chez
Parthenon LLC
Profil
Mr. Tony H.
Coffey is an Executive Vice President at Parthenon LLC.
He serves as Director of Fixed Income Management.
Mr. Coffey's previous experience includes five years at Hilliard Lyons in various positions, including Director of Institutional Fixed Income and Chairman of the Investment Trust Committee; prior, fourteen years at Farm Credit Bank of Louisville with responsibilities including heading the Finance Department, serving as Director of Asset/Liability Management, and managing over $4 billion in investment and debt portfolios.
He received an MS in Economics from the University of Kentucky (1979) and a BS in Business Administration and Economics from Western Kentucky University (1978).
Investment experience since 1980.
Postes actifs de Tony Howard Coffey
| Sociétés | Poste | Début |
|---|---|---|
Parthenon LLC
 Parthenon LLC Investment ManagersFinance Parthenon provides equity and fixed income management, utilizing original research capabilities for both equities and bonds, and their advice is limited to tradable equity and fixed income securities for their advisory clients. Portfolios are tailored to each client based on that client’s profile and tolerances. All portfolio managers purchase securities that are currently on the firm’s “buy list,” although not all securities on that list would necessarily be appropriate for every client. Fixed income management is conducted solely by their fixed income specialist in consultation with the appropriate portfolio manager. Each client is assigned a portfolio manager and administrator, with other managers serving as back-up as necessary. | Fondateur | 01/01/1999 |
Anciens postes connus de Tony Howard Coffey
| Sociétés | Poste | Fin |
|---|---|---|
Hilliard Lyons Capital Management LLC
 Hilliard Lyons Capital Management LLC Investment ManagersFinance Hilliard Lyons Capital Management (HLCM) offers six actively managed equity products: Multiple Attribute Dividend Growth, Large-Cap Equity, Mid-Cap Core, Multiple Attribute Growth, High Yield Equity and Large-Cap Quality Growth. The Multiple Attribute Dividend Growth strategy seeks to outperform the S&P 500 by 200 basis points with equal or less risk than the market over time through investments in companies with superior earnings and dividend growth. The firm seeks to identify purchase candidates in three categories: dividend growth, attractive value and high growth. The foundation of the strategy is dividend growth. 80% to 100% of the portfolio's value is invested in dividend growth companies at all times. Absolute dividend yield is not the critical factor. HLCM focuses on dividend momentum looking for companies that are increasing their dividend well above the average growth rate of the S&P 500. To provide proper balance and the opportunity to outperform in multiple environments, HLCM allows up to 20% of the portfolio to be invested in attractive value and high growth stocks. The firm conducts qualitative research utilizing three levels of analysis: fundamental, valuation and technical. Portfolios typically contain the stocks of 50 to 70 companies. The firm's Large-Cap Equity strategy seeks to identify industry leading companies with strong financials and solid growth prospects. The strategy invests in companies with sustainable competitive advantages and compelling valuations that are run by skilled and shareholder-friendly managers which provide consistent revenue and earnings growth. Portfolios typically contain the stocks of 25 to 30 companies. HLCM seeks to stay fully invested to capture the superior returns associated with equity investing. HLCM's Mid-Cap Core strategy seeks to invest in industry leading companies with sustainable competitive advantages, compelling valuations, strong free cash flow, high returns on capital and proven shareholder-oriented management teams. The firm uses proprietary research and bottom-up analysis. Portfolios typically contain the stocks of 25 to 35 companies. The firm seeks to be fully invested. The Multiple Attribute Growth strategy seeks to outperform the market over time by investing in a balanced mix of stocks. HLCM identifies attractive purchase candidates in three categories: dividend growth, attractive value and high growth. Dividend growth is an important part of this strategy but is somewhat deemphasized as to HLCM's Multiple Attribute Dividend Growth. In the Multiple Attribute Growth strategy, targeted portfolio allocations are 60% to 80% in dividend growth and 0% to 40% in attractive value and high growth. The firm conducts qualitative research utilizing three levels of analysis: fundamental, valuation and technical. Portfolios typically contain the stocks of 50 to 70 companies. HLCM's High Yield Equity strategy seeks to outperform the S&P 500 over longer periods of time with less risk and with a superior dividend yield when compared to that of the benchmark. Income generation is of primary importance relative to total return. The firm seeks to identify companies with dividend growth. They seek to maintain a portfolio yield that is equal to or higher than that of the S&P 500. 100% of the stocks in the portfolio must pay a dividend. The firm conducts qualitative research utilizing three levels of analysis: fundamental, valuation and technical. Portfolios typically contain the stocks of 40 to 60 companies. The firm's Large Cap Quality Growth strategy focuses on the long-term ownership of companies with sustainable business advantages purchased at compelling valuations. They seek to outperform the Russell 1000 Growth Index with lower risk over longer periods of time. The strategy invests in industry leading growth companies with sustainable advantages, shareholder-friendly management teams and solid financials. Portfolios typically contain 25 to 35 positions. HLCM seeks to remain fully invested. | Directeur de Recherche - Fxd Inc | 01/01/1985 |
Farm Credit Mid-America ACA
 Farm Credit Mid-America ACA Internet Software/ServicesTechnology Services Provides online banking services for agribusinesses | Corporate Officer/Principal | - |
Formation de Tony Howard Coffey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
49
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Hilliard Lyons Capital Management LLC
Hilliard Lyons Capital Management LLC Investment ManagersFinance Hilliard Lyons Capital Management (HLCM) offers six actively managed equity products: Multiple Attribute Dividend Growth, Large-Cap Equity, Mid-Cap Core, Multiple Attribute Growth, High Yield Equity and Large-Cap Quality Growth. The Multiple Attribute Dividend Growth strategy seeks to outperform the S&P 500 by 200 basis points with equal or less risk than the market over time through investments in companies with superior earnings and dividend growth. The firm seeks to identify purchase candidates in three categories: dividend growth, attractive value and high growth. The foundation of the strategy is dividend growth. 80% to 100% of the portfolio's value is invested in dividend growth companies at all times. Absolute dividend yield is not the critical factor. HLCM focuses on dividend momentum looking for companies that are increasing their dividend well above the average growth rate of the S&P 500. To provide proper balance and the opportunity to outperform in multiple environments, HLCM allows up to 20% of the portfolio to be invested in attractive value and high growth stocks. The firm conducts qualitative research utilizing three levels of analysis: fundamental, valuation and technical. Portfolios typically contain the stocks of 50 to 70 companies. The firm's Large-Cap Equity strategy seeks to identify industry leading companies with strong financials and solid growth prospects. The strategy invests in companies with sustainable competitive advantages and compelling valuations that are run by skilled and shareholder-friendly managers which provide consistent revenue and earnings growth. Portfolios typically contain the stocks of 25 to 30 companies. HLCM seeks to stay fully invested to capture the superior returns associated with equity investing. HLCM's Mid-Cap Core strategy seeks to invest in industry leading companies with sustainable competitive advantages, compelling valuations, strong free cash flow, high returns on capital and proven shareholder-oriented management teams. The firm uses proprietary research and bottom-up analysis. Portfolios typically contain the stocks of 25 to 35 companies. The firm seeks to be fully invested. The Multiple Attribute Growth strategy seeks to outperform the market over time by investing in a balanced mix of stocks. HLCM identifies attractive purchase candidates in three categories: dividend growth, attractive value and high growth. Dividend growth is an important part of this strategy but is somewhat deemphasized as to HLCM's Multiple Attribute Dividend Growth. In the Multiple Attribute Growth strategy, targeted portfolio allocations are 60% to 80% in dividend growth and 0% to 40% in attractive value and high growth. The firm conducts qualitative research utilizing three levels of analysis: fundamental, valuation and technical. Portfolios typically contain the stocks of 50 to 70 companies. HLCM's High Yield Equity strategy seeks to outperform the S&P 500 over longer periods of time with less risk and with a superior dividend yield when compared to that of the benchmark. Income generation is of primary importance relative to total return. The firm seeks to identify companies with dividend growth. They seek to maintain a portfolio yield that is equal to or higher than that of the S&P 500. 100% of the stocks in the portfolio must pay a dividend. The firm conducts qualitative research utilizing three levels of analysis: fundamental, valuation and technical. Portfolios typically contain the stocks of 40 to 60 companies. The firm's Large Cap Quality Growth strategy focuses on the long-term ownership of companies with sustainable business advantages purchased at compelling valuations. They seek to outperform the Russell 1000 Growth Index with lower risk over longer periods of time. The strategy invests in industry leading growth companies with sustainable advantages, shareholder-friendly management teams and solid financials. Portfolios typically contain 25 to 35 positions. HLCM seeks to remain fully invested. | Finance |
Parthenon LLC
Parthenon LLC Investment ManagersFinance Parthenon provides equity and fixed income management, utilizing original research capabilities for both equities and bonds, and their advice is limited to tradable equity and fixed income securities for their advisory clients. Portfolios are tailored to each client based on that client’s profile and tolerances. All portfolio managers purchase securities that are currently on the firm’s “buy list,” although not all securities on that list would necessarily be appropriate for every client. Fixed income management is conducted solely by their fixed income specialist in consultation with the appropriate portfolio manager. Each client is assigned a portfolio manager and administrator, with other managers serving as back-up as necessary. | Finance |
University of Western Kentucky
 University of Western Kentucky Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Kentucky
 University of Kentucky Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Farm Credit Mid-America ACA
Farm Credit Mid-America ACA Internet Software/ServicesTechnology Services Provides online banking services for agribusinesses | Technology Services |
