Profil
Mr. David A. Johnston is a Vice President of Trading at Belle Haven Investments LP.
He is involved with fixed income trading as well as investment research.
His background in Institutional Sales gives him a unique position to cover primary issuance for the firm.
Beginning his career in 1986 with Glickenhaus & Co, Mr. Johnston worked on the Special Situations, Sinking Funds and the Institutional Sales desks.
In 1994, he joined Belle Haven in the Institutional Sales Department, prior to the firm’s current structure as an Asset Manager.
In 2006, he went to Oppenheimer as a Senior Director before rejoining Belle Haven in 2015.
He is a graduate of Brown University with a Bachelor’s degree in Economics.
Postes actifs de David Arthur Johnston
| Sociétés | Poste | Début |
|---|---|---|
Belle Haven Investments LP
Belle Haven Investments LP Investment ManagersFinance Belle Haven specializes in building separately managed taxable and tax-exempt fixed income portfolios. Their primary focus is the preservation of clients' principal while striving to deliver compelling risk-adjusted returns. The firm uses an investment approach based on: security selection, diversification, trade execution and credit research in building portfolios. Their Portfolio Management Team actively manages client portfolios in terms of duration and credit to ensure they match the client's chosen investment strategy. Belle Haven looks to position portfolios to capture opportunistic trades. | Analyst-Fixed Income | 01/01/2015 |
Anciens postes connus de David Arthur Johnston
| Sociétés | Poste | Fin |
|---|---|---|
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Corporate Officer/Principal | 31/12/2014 |
Glickenhaus & Co.
Glickenhaus & Co. Investment ManagersFinance GC specializes in management of equity, balanced and fixed-income portfolios. The guiding tenet of GC's investment philosophy is risk consciousness in both equity and fixed income portfolio management. They believe their first obligation is the preservation of the future purchasing power of their clients' capital. The investment decision-making process at GC is bottom-up, focusing on fundamental research that begins with intensive accounting validation. They believe the key to successful portfolio management is prompt implementation of investment decisions once due diligence on companies has been conducted. Each portfolio manager has primary responsibility for and knowledge of a group of clients. The firm emphasizes value when analyzing a potential investment, seeking to identify securities trading below their intrinsic worth. When selecting individual securities, GC's risk conscious philosophy is characterized by price sensitivity and the continuing search for the best relative value among securities given prevailing and anticipated trends within the economy and capital markets. When they are less than positive about the equity market, they will periodically use fixed-income securities, convertible issues and cash equivalents as alternatives to common stocks. Generally, their cash position is a residual of investment ideas rather than a conscious effort to time the market. The stocks they purchase tend to exhibit common characteristics, including relatively low p/e ratios, low price-to-book value, high earnings-per-share growth, excess cash flow, solid balance sheets and high ROE. GC's sell decisions are a function of risk versus reward for a particular issue and relates to the degree to which the expectations that supported its original purchase have been realized, in terms of both the company's operating results and the price of its stock in the marketplace. Likewise, the flow of new ideas serves as a natural 'weeding out' process for older holdings that have realized a substantial portion of their potential. A stock may be sold for any of the following reasons: ongoing evaluation of a stock's fundamentals proves disappointing, the stock achieves the firm's price objective or the stock's price increases substantially in a short period, thus making the risk/reward relationship unfavorable. The firm will also sell if alternative investment ideas are deemed more attractive than the least attractive current holding. The portfolio manager/analyst responsible for a specific issue determines when it is appropriate to sell a holding and informs all portfolio managers immediately. | Corporate Officer/Principal | - |
Belle Haven Investments LP
Belle Haven Investments LP Investment ManagersFinance Belle Haven specializes in building separately managed taxable and tax-exempt fixed income portfolios. Their primary focus is the preservation of clients' principal while striving to deliver compelling risk-adjusted returns. The firm uses an investment approach based on: security selection, diversification, trade execution and credit research in building portfolios. Their Portfolio Management Team actively manages client portfolios in terms of duration and credit to ensure they match the client's chosen investment strategy. Belle Haven looks to position portfolios to capture opportunistic trades. | Corporate Officer/Principal | - |
Formation de David Arthur Johnston
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Glickenhaus & Co.
Glickenhaus & Co. Investment ManagersFinance GC specializes in management of equity, balanced and fixed-income portfolios. The guiding tenet of GC's investment philosophy is risk consciousness in both equity and fixed income portfolio management. They believe their first obligation is the preservation of the future purchasing power of their clients' capital. The investment decision-making process at GC is bottom-up, focusing on fundamental research that begins with intensive accounting validation. They believe the key to successful portfolio management is prompt implementation of investment decisions once due diligence on companies has been conducted. Each portfolio manager has primary responsibility for and knowledge of a group of clients. The firm emphasizes value when analyzing a potential investment, seeking to identify securities trading below their intrinsic worth. When selecting individual securities, GC's risk conscious philosophy is characterized by price sensitivity and the continuing search for the best relative value among securities given prevailing and anticipated trends within the economy and capital markets. When they are less than positive about the equity market, they will periodically use fixed-income securities, convertible issues and cash equivalents as alternatives to common stocks. Generally, their cash position is a residual of investment ideas rather than a conscious effort to time the market. The stocks they purchase tend to exhibit common characteristics, including relatively low p/e ratios, low price-to-book value, high earnings-per-share growth, excess cash flow, solid balance sheets and high ROE. GC's sell decisions are a function of risk versus reward for a particular issue and relates to the degree to which the expectations that supported its original purchase have been realized, in terms of both the company's operating results and the price of its stock in the marketplace. Likewise, the flow of new ideas serves as a natural 'weeding out' process for older holdings that have realized a substantial portion of their potential. A stock may be sold for any of the following reasons: ongoing evaluation of a stock's fundamentals proves disappointing, the stock achieves the firm's price objective or the stock's price increases substantially in a short period, thus making the risk/reward relationship unfavorable. The firm will also sell if alternative investment ideas are deemed more attractive than the least attractive current holding. The portfolio manager/analyst responsible for a specific issue determines when it is appropriate to sell a holding and informs all portfolio managers immediately. | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Finance |
Belle Haven Investments LP
Belle Haven Investments LP Investment ManagersFinance Belle Haven specializes in building separately managed taxable and tax-exempt fixed income portfolios. Their primary focus is the preservation of clients' principal while striving to deliver compelling risk-adjusted returns. The firm uses an investment approach based on: security selection, diversification, trade execution and credit research in building portfolios. Their Portfolio Management Team actively manages client portfolios in terms of duration and credit to ensure they match the client's chosen investment strategy. Belle Haven looks to position portfolios to capture opportunistic trades. | Finance |
Brown University
Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















