Profil
Edward Wilson Davis is the founder of Caerus Global Investors LLC (2009), Caerus Investors LLC (2015), G Squared Ascend I, Inc. (2020), and G Squared Ascend II, Inc. (2021).
He held the titles of Principal (2009-2011), Chief Investment Officer & Portfolio Manager (2015), and Chief Executive Officer & Director (2020-present) at these companies.
Mr. Davis is also the founder of Trivium Capital Management LLC.
He held former positions as Managing Director at Chilton Investment Co. LLC (1998-2002), Vice President of Research at Massachusetts Financial Services Co., and Analyst at Zweig-DiMenna Associates LLC (1996-1997).
Mr. Davis received his undergraduate degree from Washington & Lee University in 1986 and his Masters of Business Administration from Tuck School of Business at Dartmouth.
Postes actifs de Ward Davis
| Sociétés | Poste | Début |
|---|---|---|
| G SQUARED ASCEND I INC. | Founder | 26/10/2020 |
| G SQUARED ASCEND II INC. | Founder | 12/02/2021 |
Anciens postes connus de Ward Davis
| Sociétés | Poste | Fin |
|---|---|---|
Trivium Capital Management LLC
 Trivium Capital Management LLC Investment ManagersFinance Founded in 2002, Trivium Capital Management LLC is a New York City-based hedge fund manager. They manage the Trivium Offshore Fund Ltd. | Founder | 31/12/2008 |
Chilton Investment Co. LLC
 Chilton Investment Co. LLC Investment ManagersFinance Chilton Investment Co. LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 1992 by Richard L. Chilton, Jr. They are majority owned by Chilton Investment Co., Inc. (CICO). Chilton Investment manages the assets of several private investment funds that generally are structured as US limited partnerships or BVI corporations. They also manage the investments of one or more private accounts, which generally are established by foundations, endowments, high net-worth individuals or families, pension plans, insurance companies or other institutional investors. | Corporate Officer/Principal | 31/12/2002 |
Zweig-DiMenna Associates LLC
 Zweig-DiMenna Associates LLC Investment ManagersFinance Zweig-DiMenna Associates LLC (Zweig-DiMenna) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Martin Zweig and Joseph DiMenna in 1983. Zweig-DiMenna provides discretionary investment advisory services primarily to several privately offered unregistered funds and persons or entities on a managed account basis. | Analyst-Equity | 31/12/1997 |
Caerus Investors LLC
 Caerus Investors LLC Investment ManagersFinance Founded in 2015, Caerus Investors LLC is a registered investment advisor and hedge fund manager located in New York City. The firm is 60% owned by Ward Davis, CIO, and Brian Agnew, Managing Partner and Portfolio Manager, and 40% by Cowen Investment management LLC. Cowen Investment Management LLC is a wholly-owned subsidiary of Cowen, Inc. (NASDAQ: COWN). Caerus Investors provides discretionary investment management services in a sub-advisory capacity to a private fund and companies registered under the Investment Company Act of 1940, as amended. In addition, the firm provides individual discretionary investment management services to separately managed accounts, which can be in the form of a fund-of-one or brokerage account. | Chief Executive Officer | - |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Analyst-Equity | - |
Formation de Ward Davis
| Washington & Lee University | Undergraduate Degree |
| Tuck School of Business at Dartmouth | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Chilton Investment Co. LLC
Chilton Investment Co. LLC Investment ManagersFinance Chilton Investment Co. LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 1992 by Richard L. Chilton, Jr. They are majority owned by Chilton Investment Co., Inc. (CICO). Chilton Investment manages the assets of several private investment funds that generally are structured as US limited partnerships or BVI corporations. They also manage the investments of one or more private accounts, which generally are established by foundations, endowments, high net-worth individuals or families, pension plans, insurance companies or other institutional investors. | Finance |
Trivium Capital Management LLC
Trivium Capital Management LLC Investment ManagersFinance Founded in 2002, Trivium Capital Management LLC is a New York City-based hedge fund manager. They manage the Trivium Offshore Fund Ltd. | Finance |
Zweig-DiMenna Associates LLC
Zweig-DiMenna Associates LLC Investment ManagersFinance Zweig-DiMenna Associates LLC (Zweig-DiMenna) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Martin Zweig and Joseph DiMenna in 1983. Zweig-DiMenna provides discretionary investment advisory services primarily to several privately offered unregistered funds and persons or entities on a managed account basis. | Finance |
Caerus Global Investors LLC
 Caerus Global Investors LLC Investment ManagersFinance Founded in 2009, Caerus Global Investors LLC is a hedge fund manager located in New York City | Finance |
Caerus Investors LLC
Caerus Investors LLC Investment ManagersFinance Founded in 2015, Caerus Investors LLC is a registered investment advisor and hedge fund manager located in New York City. The firm is 60% owned by Ward Davis, CIO, and Brian Agnew, Managing Partner and Portfolio Manager, and 40% by Cowen Investment management LLC. Cowen Investment Management LLC is a wholly-owned subsidiary of Cowen, Inc. (NASDAQ: COWN). Caerus Investors provides discretionary investment management services in a sub-advisory capacity to a private fund and companies registered under the Investment Company Act of 1940, as amended. In addition, the firm provides individual discretionary investment management services to separately managed accounts, which can be in the form of a fund-of-one or brokerage account. | Finance |
G Squared Ascend I, Inc.
 G Squared Ascend I, Inc. Financial ConglomeratesFinance G Squared Ascend I Inc. is a blank check company formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or entities. The company was founded by Larry Aschebrook, Edward Wilson Davis & Thomas L. Hoban on October 26, 2020 and is headquartered in Chicago, IL. | Finance |
G Squared Ascend II, Inc.
 G Squared Ascend II, Inc. Financial ConglomeratesFinance G Squared Ascend II, Inc. operates as a blank check company. Its objective is effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination. The company was founded by Larry Aschebrook, Edward Wilson Davis, and Thomas L. Hoban on February 12, 2021 and is headquartered in Chicago, IL. | Finance |
