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Profil
Mr. David E.
Saunders, II MBA, is a Senior Research Analyst at Credo Capital Management LLC.
Prior to joining Credo in 2007, Mr. Saunders held the positions of Associate Equity Analyst at Wachovia Securities and at Stifel, Nicolaus and Company where he was responsible for analyzing and recommending small-to-large capitalized companies in the business services and information technology industries.
During his career, Mr. Saunders also held several positions for Bank of America Investment Management including Assistant Vice President and portfolio manager, relationship manager, and commercial credit analyst.
Mr. Saunders earned a BA in Finance from Wofford College, and a MBA from the Carey Business School of Johns Hopkins University.
He is a member of the Baltimore Security Analyst Society.
Anciens postes connus de David E. Saunders
| Sociétés | Poste | Fin |
|---|---|---|
Credo Capital Management LLC
 Credo Capital Management LLC Investment ManagersFinance Credo Capital offers US Equity Mid-Cap Growth and US Equity Small-Cap Growth investment strategies as tax-exempt separate account products. They typically invest in the stocks of US companies in the electronic technology, health technology and retail sectors. The firm maintains a high turnover rate. Credo seeks to provide superior investment performance over time and through all economic and market cycles. Their approach focuses on circumventing the impact of emotion in the market using proprietary forward-looking tools and disciplined processes to discover opportunities and to control risk. Credo's objective is to identify mispriced securities. The firm does not utilize short-term trading tactics, short sales, margin transactions or option writing. Credo employs both quantitative methods and fundamental research in their investment process. They use quantitative methods to identify investment opportunities. Their proprietary quantitative model, ABACUS, is an expectations-based scoring model. Credo uses this model to narrow the universe, prioritize research and reduce probability of falling into behavioral traps. Credo next uses fundamental bottom-up analysis, growth model analysis and SWOT analysis. They seek to project companies' three-year secular earning growth. The firm employs sector-neutral portfolio construction to eliminate the risks of poor sector rotation and allocation decisions. Credo's risk-balanced approach seeks to exploit inefficiently priced future growth opportunities. The firm analyses growing companies on a forward-looking basis. They look for companies with a secular growth model and revenue and earnings growth that is supported by competitive barriers and advantages. Credo looks for companies with growth that is based on supply expansion, pricing leverage and product development and market expansion that is based on channel productivity and acquisition. Credo's universe for their US Equity Small Cap Growth Strategy includes companies within and outside the Russell 2000 index with a market-cap of $3 billion to $250 million. The portfolio typically consists of 60 to 80 relatively concentrated holdings. Their benchmark is the Russell 2000 Growth Index. The firm's US Equity Mid Cap Growth Strategy starts with 800 companies from the Russell Mid Cap Index, including 500 companies with a market-cap of $900 million to $13 billion. Companies are selected from 11 economic sectors and 200 industry groups. The portfolio typically contains 45 to 65 relatively concentrated holdings. Their benchmark is the Russell Mid Cap Growth Index. The strategy's holding period is generally 9 to 18 months. | Analyst-Equity | 31/03/2014 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/08/2007 |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/05/2006 |
Legg Mason Wood Walker, Inc.
 Legg Mason Wood Walker, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/12/2005 |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Formation de David E. Saunders
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
Legg Mason Wood Walker, Inc.
Legg Mason Wood Walker, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Credo Capital Management LLC
Credo Capital Management LLC Investment ManagersFinance Credo Capital offers US Equity Mid-Cap Growth and US Equity Small-Cap Growth investment strategies as tax-exempt separate account products. They typically invest in the stocks of US companies in the electronic technology, health technology and retail sectors. The firm maintains a high turnover rate. Credo seeks to provide superior investment performance over time and through all economic and market cycles. Their approach focuses on circumventing the impact of emotion in the market using proprietary forward-looking tools and disciplined processes to discover opportunities and to control risk. Credo's objective is to identify mispriced securities. The firm does not utilize short-term trading tactics, short sales, margin transactions or option writing. Credo employs both quantitative methods and fundamental research in their investment process. They use quantitative methods to identify investment opportunities. Their proprietary quantitative model, ABACUS, is an expectations-based scoring model. Credo uses this model to narrow the universe, prioritize research and reduce probability of falling into behavioral traps. Credo next uses fundamental bottom-up analysis, growth model analysis and SWOT analysis. They seek to project companies' three-year secular earning growth. The firm employs sector-neutral portfolio construction to eliminate the risks of poor sector rotation and allocation decisions. Credo's risk-balanced approach seeks to exploit inefficiently priced future growth opportunities. The firm analyses growing companies on a forward-looking basis. They look for companies with a secular growth model and revenue and earnings growth that is supported by competitive barriers and advantages. Credo looks for companies with growth that is based on supply expansion, pricing leverage and product development and market expansion that is based on channel productivity and acquisition. Credo's universe for their US Equity Small Cap Growth Strategy includes companies within and outside the Russell 2000 index with a market-cap of $3 billion to $250 million. The portfolio typically consists of 60 to 80 relatively concentrated holdings. Their benchmark is the Russell 2000 Growth Index. The firm's US Equity Mid Cap Growth Strategy starts with 800 companies from the Russell Mid Cap Index, including 500 companies with a market-cap of $900 million to $13 billion. Companies are selected from 11 economic sectors and 200 industry groups. The portfolio typically contains 45 to 65 relatively concentrated holdings. Their benchmark is the Russell Mid Cap Growth Index. The strategy's holding period is generally 9 to 18 months. | Finance |
The Johns Hopkins University
 The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wofford College
 Wofford College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
