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Profil
Ms. Carrie A. Tallman, CFA, is a Director of Research at Parsec Financial Management, Inc.
Ms. Tallman was previously employed as a Partner by Perimeter Capital Partners LLC and an Analyst by Trusco Capital Management, Inc.
She received her undergraduate and a graduate degree from the University of Florida.
Anciens postes connus de Carrie Anne Tallman
| Sociétés | Poste | Fin |
|---|---|---|
Parsec Financial Management, Inc. (Old)
 Parsec Financial Management, Inc. (Old) Investment ManagersFinance Parsec Financial uses fundamental analysis in formulating their investment advice and/or managing client assets. The firm prefers to invest in companies that engage in shareholder-friendly activities, including a history of dividend payments and, when external growth opportunities are subpar, share buybacks. They take a long-term investment approach that focuses on diversification, client suitability, and tax efficiency. With regard to individual stock selection, Parsec Financial employs a bottom-up process that seeks to identify high-quality companies with market caps, trading at attractive or discounted valuations. | Directeur de la Recherche - Actions | 01/08/2018 |
Perimeter Capital Partners LLC
 Perimeter Capital Partners LLC Investment ManagersFinance Perimeter Capital Partners' Small-Cap Growth investment philosophy is based on the belief that a highly diversified portfolio of small-cap growth stocks can minimize the risk and volatility inherent to small-cap investing without sacrificing the growth that makes the asset class attractive. The strategy's objective is to construct and maintain a portfolio of small-cap stocks that have the best combination of earnings growth and fundamental characteristics throughout the economy. Perimeters Small-Cap Growth investment process focuses on companies with market-cap of $100 million to $2.5 billion, plus all stocks over $2.5 billion that are included in the Russell 2000 Growth Index. Stocks must also meet the minimum liquidity threshold of $30 million in monthly trading volume in order to be considered in the investable universe. The strategy is benchmarked against the Russell 2000 Growth Index. Perimeters Extended Small-Cap Growth strategy is an extension of the firms Small-Cap Growth discipline. This strategy subscribes to the same philosophy that a highly diversified, nearly equal-weighted portfolio of small/mid cap growth stocks can minimize the risk and volatility inherent to small-mid cap investing without sacrificing the growth that makes the asset class so attractive. The strategy's objective is to construct and maintain a portfolio of larger small-cap stocks that have the best combination of earnings growth and fundamental characteristics throughout the economy. The Extended Small-Cap Growth portfolio focuses on companies with market-cap of $750 million to $8 billion. Companies in the investable universe must also exhibit at least $100 million in average monthly trading volume in an effort to mitigate trading/liquidity risks. The strategy is benchmarked against the Russell 2000 Growth Index and/or the Russell 2500 Growth Index. The firm's US Small-Cap Value strategy seeks relatively undervalued companies, although attractive valuation alone is not an investment thesis. Instead, Perimeter believes that fundamentals are more important than valuation. Their research is focused on finding companies with above-average free cash flows along with the ability to invest capital for higher than average returns. They believe that this ability to accelerate value creation will be rewarded by the market in the form of higher prices. When identifying portfolio candidates, Perimeter determines risk/reward by framing business fundamentals, capital structure, profit and growth profile, within the context of valuation. In building client portfolios, their Small-Cap Value team ultimately focuses on a company's ability to grow, with an emphasis on longer term value creation potential. If fundamentals suggest that the stock can continue to appreciate, Perimeter will not sell the stock. Their Small-Cap Value portfolio generally holds 60 to 80 stocks, focusing on companies with market-cap less than $2.5 billion at the time of purchase. Companies in the investable universe must also exhibit at least $25 million in average monthly trading volume in an effort to mitigate trading/liquidity risks. The strategy is benchmarked against the Russell 2000 Value Index. | Analyst-Equity | 01/01/2008 |
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing. | Analyst-Equity | 30/05/2006 |
Formation de Carrie Anne Tallman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Parsec Financial Management, Inc. (Old)
Parsec Financial Management, Inc. (Old) Investment ManagersFinance Parsec Financial uses fundamental analysis in formulating their investment advice and/or managing client assets. The firm prefers to invest in companies that engage in shareholder-friendly activities, including a history of dividend payments and, when external growth opportunities are subpar, share buybacks. They take a long-term investment approach that focuses on diversification, client suitability, and tax efficiency. With regard to individual stock selection, Parsec Financial employs a bottom-up process that seeks to identify high-quality companies with market caps, trading at attractive or discounted valuations. | Finance |
Perimeter Capital Partners LLC
Perimeter Capital Partners LLC Investment ManagersFinance Perimeter Capital Partners' Small-Cap Growth investment philosophy is based on the belief that a highly diversified portfolio of small-cap growth stocks can minimize the risk and volatility inherent to small-cap investing without sacrificing the growth that makes the asset class attractive. The strategy's objective is to construct and maintain a portfolio of small-cap stocks that have the best combination of earnings growth and fundamental characteristics throughout the economy. Perimeters Small-Cap Growth investment process focuses on companies with market-cap of $100 million to $2.5 billion, plus all stocks over $2.5 billion that are included in the Russell 2000 Growth Index. Stocks must also meet the minimum liquidity threshold of $30 million in monthly trading volume in order to be considered in the investable universe. The strategy is benchmarked against the Russell 2000 Growth Index. Perimeters Extended Small-Cap Growth strategy is an extension of the firms Small-Cap Growth discipline. This strategy subscribes to the same philosophy that a highly diversified, nearly equal-weighted portfolio of small/mid cap growth stocks can minimize the risk and volatility inherent to small-mid cap investing without sacrificing the growth that makes the asset class so attractive. The strategy's objective is to construct and maintain a portfolio of larger small-cap stocks that have the best combination of earnings growth and fundamental characteristics throughout the economy. The Extended Small-Cap Growth portfolio focuses on companies with market-cap of $750 million to $8 billion. Companies in the investable universe must also exhibit at least $100 million in average monthly trading volume in an effort to mitigate trading/liquidity risks. The strategy is benchmarked against the Russell 2000 Growth Index and/or the Russell 2500 Growth Index. The firm's US Small-Cap Value strategy seeks relatively undervalued companies, although attractive valuation alone is not an investment thesis. Instead, Perimeter believes that fundamentals are more important than valuation. Their research is focused on finding companies with above-average free cash flows along with the ability to invest capital for higher than average returns. They believe that this ability to accelerate value creation will be rewarded by the market in the form of higher prices. When identifying portfolio candidates, Perimeter determines risk/reward by framing business fundamentals, capital structure, profit and growth profile, within the context of valuation. In building client portfolios, their Small-Cap Value team ultimately focuses on a company's ability to grow, with an emphasis on longer term value creation potential. If fundamentals suggest that the stock can continue to appreciate, Perimeter will not sell the stock. Their Small-Cap Value portfolio generally holds 60 to 80 stocks, focusing on companies with market-cap less than $2.5 billion at the time of purchase. Companies in the investable universe must also exhibit at least $25 million in average monthly trading volume in an effort to mitigate trading/liquidity risks. The strategy is benchmarked against the Russell 2000 Value Index. | Finance |
Trusco Capital Management, Inc.
Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing. | Finance |
University of Florida
 University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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