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Charles Louis Norton
Analyst-Equity chez
Penn Davis McFarland, Inc.
Profil
Mr. Charles L.
Norton, CFA, is a Portfolio Manager at Penn Davis McFarland, Inc. He joined the firm in 2015.
His primary responsibility is investment research and portfolio management, and is a member of our investment Committee.
Previously, Mr. Norton managed multi-asset class portfolios as a senior portfolio manager at Wells Fargo Private Bank, where he also served as a senior analyst on the national equity research team covering consumer stocks.
For 11 years prior, he was a founding principal of a long/short equity investment management firm, where he was responsible for portfolio management and investment research for all of the company’s managed assets.
Previously, he was an analyst at a NYC-based hedge fund firm and a health care investment banker at Smith Barney.
Mr. Norton and has a BSM degree from Tulane University’s A.B. Freeman School of Business.
He is a CFA charter holder.
Postes actifs de Charles Louis Norton
| Sociétés | Poste | Début |
|---|---|---|
Penn Davis McFarland, Inc.
 Penn Davis McFarland, Inc. Investment ManagersFinance PDM is a contrarian investor that utilizes a disciplined and repeatable investment process designed to be long-term oriented with low turnover. While they have a global focus, the firm implements their strategy through US-listed securities. Their strong sell discipline also serves as an important part of the firm’s risk management process. To produce the best possible after-tax return, PDM will sell to harvest losses when possible. | Analyst-Equity | 01/01/2015 |
Anciens postes connus de Charles Louis Norton
| Sociétés | Poste | Fin |
|---|---|---|
Gotham Asset Management LLC
 Gotham Asset Management LLC Investment ManagersFinance Gotham is a value-oriented asset management firm specializing in equity strategies. The firm seeks to capitalize on market inefficiencies by employing a systematic bottom-up approach to identify companies that appear to be undervalued or overvalued on both an absolute and relative basis. | Analyst-Equity | 31/12/1999 |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | - |
GNI Capital LLC
 GNI Capital LLC Investment ManagersFinance GNI Capital is a long/short equity manager. The firm's investment process begins with the development of a top-down, macroeconomic viewpoint and concludes with a fundamentally driven, bottom-up stock selection process. They seek to identify and allocate capital to the most favorable markets, sectors and companies. GNI's process is not restricted by style-box mandates or a requirement to be fully invested when no better opportunities exist. The firm's top-down research process examines macroeconomic factors including the term structure of interest rates and credit spreads, investor sentiment, dividend yield and earnings payout ratios, earnings growth rates, money supply growth, US dollar relative strength, equity issuance, stock repurchases and changes in government policies. GNI then employs a quantitative system to identify leading and lagging industry groups. GNI's individual security selection process is based on the evaluation of a company's fundamentals and various valuation measures. The firm first attempts to identify future catalysts that could lead to a systemic change in a company's business or valuation such as new product launches, new management teams or geographic expansion. Next, GNI employs a combination of historical, relative and/or cash flow-focused valuation methods to select companies. The firm utilizes technical analysis to determine the appropriate time to invest. GNI's trading seeks to minimize total transaction costs. GNI's primary research focuses on the S&P 1500, a broad index of stocks of all market-caps that accounts for over 95% of the US, as well as US listed-ADRs and ETFs. For sub-advised mandates, the investment universe can be customized to meet the fund sponsor's specific needs. Though not limited by sector, GNI tends to invest in the stocks of large-cap US and European companies in the consumer non-durables, electronic technology, consumer services and health technology sectors. The firm maintains a high turnover rate. | Gestionnaire de Portefeuille-Actions | - |
USA Mutuals Advisors, Inc.
 USA Mutuals Advisors, Inc. Investment ManagersFinance USA Mutuals aims to clearly define the fundamental expectations of each of their strategies in various types of market cycles. Transparent and accurate expectations evolve into predictable risk management tools, and predictable risk management tools are the foundation of the firm’s portfolio construction philosophy. | Gestionnaire de Portefeuille-Actions | - |
Formation de Charles Louis Norton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Penn Davis McFarland, Inc.
Penn Davis McFarland, Inc. Investment ManagersFinance PDM is a contrarian investor that utilizes a disciplined and repeatable investment process designed to be long-term oriented with low turnover. While they have a global focus, the firm implements their strategy through US-listed securities. Their strong sell discipline also serves as an important part of the firm’s risk management process. To produce the best possible after-tax return, PDM will sell to harvest losses when possible. | Finance |
USA Mutuals Advisors, Inc.
USA Mutuals Advisors, Inc. Investment ManagersFinance USA Mutuals aims to clearly define the fundamental expectations of each of their strategies in various types of market cycles. Transparent and accurate expectations evolve into predictable risk management tools, and predictable risk management tools are the foundation of the firm’s portfolio construction philosophy. | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Tulane University (Louisiana)
 Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Gotham Asset Management LLC
Gotham Asset Management LLC Investment ManagersFinance Gotham is a value-oriented asset management firm specializing in equity strategies. The firm seeks to capitalize on market inefficiencies by employing a systematic bottom-up approach to identify companies that appear to be undervalued or overvalued on both an absolute and relative basis. | Finance |
GNI Capital LLC
GNI Capital LLC Investment ManagersFinance GNI Capital is a long/short equity manager. The firm's investment process begins with the development of a top-down, macroeconomic viewpoint and concludes with a fundamentally driven, bottom-up stock selection process. They seek to identify and allocate capital to the most favorable markets, sectors and companies. GNI's process is not restricted by style-box mandates or a requirement to be fully invested when no better opportunities exist. The firm's top-down research process examines macroeconomic factors including the term structure of interest rates and credit spreads, investor sentiment, dividend yield and earnings payout ratios, earnings growth rates, money supply growth, US dollar relative strength, equity issuance, stock repurchases and changes in government policies. GNI then employs a quantitative system to identify leading and lagging industry groups. GNI's individual security selection process is based on the evaluation of a company's fundamentals and various valuation measures. The firm first attempts to identify future catalysts that could lead to a systemic change in a company's business or valuation such as new product launches, new management teams or geographic expansion. Next, GNI employs a combination of historical, relative and/or cash flow-focused valuation methods to select companies. The firm utilizes technical analysis to determine the appropriate time to invest. GNI's trading seeks to minimize total transaction costs. GNI's primary research focuses on the S&P 1500, a broad index of stocks of all market-caps that accounts for over 95% of the US, as well as US listed-ADRs and ETFs. For sub-advised mandates, the investment universe can be customized to meet the fund sponsor's specific needs. Though not limited by sector, GNI tends to invest in the stocks of large-cap US and European companies in the consumer non-durables, electronic technology, consumer services and health technology sectors. The firm maintains a high turnover rate. | Finance |
