Profil
Mr. David N.
Woodyatt, CFA MBA, is Vice President & Analyst at Keeley Asset Management Corp.
Mr. Woodyatt joined Keeley Asset Management Corp.
in 2007 and has over 40 years of investment experience.
Prior to joining the firm, he was a Senior Equity Analyst at Harris Bank, where he held a variety of positions including Equity Strategist, Director of Research and Portfolio Manager of the Small Company Fund and Convertible Securities Fund.
Previously, He served for six years on the Council of Examiners for the CFA Program and for four years on the Advisory Council of the Financial Accounting Standards Board.
Mr. Woodyatt earned his M.B.A. from the Kellogg School at Northwestern University and his B.S.
from The Wharton School at the University of Pennsylvania.
In addition, He holds the Chartered Financial Analyst designation from the CFA Institute.
Anciens postes connus de David N. Woodyatt
| Sociétés | Poste | Fin |
|---|---|---|
Harris Bank
Harris Bank Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | 31/12/2006 |
Keeley Asset Management Corp.
Keeley Asset Management Corp. Investment ManagersFinance Keeley Asset Management Corp. is a value manager that seeks long-term, above average capital appreciation in the equity markets while reducing portfolio risk. The firm offers Small-Cap Value and Mid-Cap Value separately managed portfolios for individuals and institutions. They also manage the Keeley funds, a family of open-end, publicly-traded mutual funds. Keeley employs a bottom-up investment approach that focuses on the review of individual company characteristics rather than attempting to forecast broader economic trends. Their strategy is opportunistic and seeks to identify companies that are undergoing internal corporate restructurings. Such situations may include: (1) companies being spun off from their parent company (2) companies emerging from bankruptcy (3) companies trading below book or break-up value with a catalyst (4) mutual savings & loan and insurance conversions and (5) distressed utilities. Keeley prefers to invest in underfollowed companies with long product life cycles and above average potential for long-term earnings and share price growth. Once they have identified such companies, the firm seeks to purchase the companies' stocks at a discount to their assessment of the companies' fair market value. | Analyst-Equity | - |
Formation de David N. Woodyatt
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Keeley Asset Management Corp.
Keeley Asset Management Corp. Investment ManagersFinance Keeley Asset Management Corp. is a value manager that seeks long-term, above average capital appreciation in the equity markets while reducing portfolio risk. The firm offers Small-Cap Value and Mid-Cap Value separately managed portfolios for individuals and institutions. They also manage the Keeley funds, a family of open-end, publicly-traded mutual funds. Keeley employs a bottom-up investment approach that focuses on the review of individual company characteristics rather than attempting to forecast broader economic trends. Their strategy is opportunistic and seeks to identify companies that are undergoing internal corporate restructurings. Such situations may include: (1) companies being spun off from their parent company (2) companies emerging from bankruptcy (3) companies trading below book or break-up value with a catalyst (4) mutual savings & loan and insurance conversions and (5) distressed utilities. Keeley prefers to invest in underfollowed companies with long product life cycles and above average potential for long-term earnings and share price growth. Once they have identified such companies, the firm seeks to purchase the companies' stocks at a discount to their assessment of the companies' fair market value. | Finance |
Harris Bank
Harris Bank Major BanksFinance Provides commercial banking services | Finance |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kellogg School of Management
Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















