![Ward Davis](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
Edward Wilson Davis was the founder of Caerus Global Investors LLC, holding the title of Principal from 2009 to 2011.
Mr. Davis was the founder of Caerus Investors LLC, serving as Chief Investment Officer & Portfolio Manager.
Mr. Davis is the founder of G Squared Ascend II, Inc., currently holding the title of Chief Executive Officer & Director.
Mr. Davis was the founder of G Squared Ascend I, Inc., with the title of Chief Executive Officer & Director.
Mr. Davis is also the founder of Trivium Capital Management LLC.
Former positions include Managing Director at Chilton Investment Co. LLC from 1998 to 2002, Vice President of Research at Massachusetts Financial Services Co., and Analyst at Zweig-DiMenna Associates LLC from 1996 to 1997.
Education includes an undergraduate degree from Washington & Lee University, conferred in 1986, and an MBA from Tuck School of Business at Dartmouth.
Postes actifs de Ward Davis
| Sociétés | Poste | Début |
|---|---|---|
| G SQUARED ASCEND II INC. | Fondateur | 12/02/2021 |
Anciens postes connus de Ward Davis
| Sociétés | Poste | Fin |
|---|---|---|
Trivium Capital Management LLC
 Trivium Capital Management LLC Investment ManagersFinance Trivium is a global long/short opportunistic small-cap investor. They focus on several sectors including, but not limited to, technology, technology services, retail and commercial services. Trivium maintains a high turnover | Fondateur | 31/12/2008 |
Chilton Investment Co. LLC
 Chilton Investment Co. LLC Investment ManagersFinance Chilton Investment is a global investment management firm that aims to produce superior investment returns by aggressively seeking capital appreciation in rising markets and preserves capital in declining markets. The firm takes a long-term perspective and endeavors to maintain a focused, disciplined portfolio that consistently generates profits for clients over time. Chilton Investment invests primarily in equity securities, both through long positions and short positions. Their investment philosophy is generally based on fundamental research with a bottom-up approach. The firm invests in both growth and value companies that it believes meet short-term and long-term fundamental criteria. | Corporate Officer/Principal | 31/12/2002 |
Zweig-DiMenna Associates LLC
 Zweig-DiMenna Associates LLC Investment ManagersFinance Zweig-DiMenna seeks absolute returns primarily through a strategy of investing and trading in equities of US and foreign companies, both long and short, and other financial instruments. The firm primarily uses fundamental analysis in its stock selection. | Analyst-Equity | 31/12/1997 |
| G SQUARED ASCEND I INC. | Fondateur | - |
Caerus Investors LLC
 Caerus Investors LLC Investment ManagersFinance Caerus Investors seeks to invest client assets primarily in long or short positions in companies that are predominantly focused on consumer-related sectors. The firm's analysis generally includes a rigorous due diligence and selection process based on in-depth fundamental research. Each long and short position seeks to generate its own individual alpha. Sector focus includes, but is not limited to, retail, gaming & lodging, leisure, consumer technology, staples, building materials, transportation and media. Caerus Investors may utilize financial leverage and/or enter into various derivative instruments, including options, to the extent they fit within a client’s investment objectives and guidelines. | Directeur Général | - |
Formation de Ward Davis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
68
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
Chilton Investment Co. LLC
Chilton Investment Co. LLC Investment ManagersFinance Chilton Investment is a global investment management firm that aims to produce superior investment returns by aggressively seeking capital appreciation in rising markets and preserves capital in declining markets. The firm takes a long-term perspective and endeavors to maintain a focused, disciplined portfolio that consistently generates profits for clients over time. Chilton Investment invests primarily in equity securities, both through long positions and short positions. Their investment philosophy is generally based on fundamental research with a bottom-up approach. The firm invests in both growth and value companies that it believes meet short-term and long-term fundamental criteria. | Finance |
Trivium Capital Management LLC
Trivium Capital Management LLC Investment ManagersFinance Trivium is a global long/short opportunistic small-cap investor. They focus on several sectors including, but not limited to, technology, technology services, retail and commercial services. Trivium maintains a high turnover | Finance |
Zweig-DiMenna Associates LLC
Zweig-DiMenna Associates LLC Investment ManagersFinance Zweig-DiMenna seeks absolute returns primarily through a strategy of investing and trading in equities of US and foreign companies, both long and short, and other financial instruments. The firm primarily uses fundamental analysis in its stock selection. | Finance |
Washington & Lee University
 Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Caerus Global Investors LLC
 Caerus Global Investors LLC Investment ManagersFinance Caerus Global Investors focuses on investments in consumer durables, consumer non-durables and consumer services sectors. The firm trades consumer stocks and options on a global basis | Finance |
Tuck School of Business at Dartmouth
 Tuck School of Business at Dartmouth Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Caerus Investors LLC
Caerus Investors LLC Investment ManagersFinance Caerus Investors seeks to invest client assets primarily in long or short positions in companies that are predominantly focused on consumer-related sectors. The firm's analysis generally includes a rigorous due diligence and selection process based on in-depth fundamental research. Each long and short position seeks to generate its own individual alpha. Sector focus includes, but is not limited to, retail, gaming & lodging, leisure, consumer technology, staples, building materials, transportation and media. Caerus Investors may utilize financial leverage and/or enter into various derivative instruments, including options, to the extent they fit within a client’s investment objectives and guidelines. | Finance |
G Squared Ascend I, Inc.
 G Squared Ascend I, Inc. Financial ConglomeratesFinance Operates as a blank check company | Finance |
G Squared Ascend II, Inc.
 G Squared Ascend II, Inc. Financial ConglomeratesFinance Operates as a blank check company | Finance |
