![Jonathan C. Tracy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Tracy joined Byram Capital in 2005.
Previously, he worked at Bank of America (Fleet) in trust administration.
Jonathan holds a BS in finance from Boston College.
Anciens postes connus de Jonathan C. Tracy
| Sociétés | Poste | Fin |
|---|---|---|
Byram Capital Management LLC
 Byram Capital Management LLC Investment ManagersFinance Byrum Capital Management (BCM) employs a value investment approach. They invest in companies of all market capitalizations. Their investment process begins with a universe of 6000 stocks covering the entire capitalization spectrum. Their value investment model grades each business based on operating fundamentals compared to traditional valuation measures. These measures include (1) price-to-book value relative to ROE (2) price-to-sales re4lative to ROE and (3) price to retained earnings. This method allows BCM to evaluate each company's use of capital, profitability and cash-flow generation in relation to the price paid to purchase the stock. The stocks are then ranked (based on the grade) relative to their industrial-sector peers. BCM then conducts further research to confirm the model rankings and selects among top-ranking stocks from each industrial-sector to build diversified portfolios. They use this process to construct portfolios targeting particular market cap segmented portfolios for clients who desire broad market exposure. BCM offers its All-Cap Value discipline to investors seeking broad equity market exposure with low portfolio turnover to limit transaction costs and tax liability. All-Cap portfolios include approximately 50 equity positions that the firm believes represent the best selection of undervalued, quality companies across the capitalization spectrum including companies as large as $300 billion and as small as $100 million. They may combine the All-Cap discipline with high-grade taxable fixed-income securities or tax-exempt municipals in a balanced account structure to generate current income and adjust the portfolio risk profile to client requirements. BCM's Small Cap Value Equity portfolios include approximately 100 equal-weighted small-cap equity positions that are sector neutral to the Russell 2000 Index. The firm's Mid Cap Value Equity portfolios include 40-to-50 equal-weighted equity positions that are sector neutral to the Russell Mid Cap Index. The firm may sell a position to take profits, to invest in better opportunities and to rebalance positions. They may also sell a position in the event of M&A activity, when balance sheet or earnings statements weaken or in recognition of mistakes. | Analyst-Equity | 31/12/2007 |
Formation de Jonathan C. Tracy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Byram Capital Management LLC
Byram Capital Management LLC Investment ManagersFinance Byrum Capital Management (BCM) employs a value investment approach. They invest in companies of all market capitalizations. Their investment process begins with a universe of 6000 stocks covering the entire capitalization spectrum. Their value investment model grades each business based on operating fundamentals compared to traditional valuation measures. These measures include (1) price-to-book value relative to ROE (2) price-to-sales re4lative to ROE and (3) price to retained earnings. This method allows BCM to evaluate each company's use of capital, profitability and cash-flow generation in relation to the price paid to purchase the stock. The stocks are then ranked (based on the grade) relative to their industrial-sector peers. BCM then conducts further research to confirm the model rankings and selects among top-ranking stocks from each industrial-sector to build diversified portfolios. They use this process to construct portfolios targeting particular market cap segmented portfolios for clients who desire broad market exposure. BCM offers its All-Cap Value discipline to investors seeking broad equity market exposure with low portfolio turnover to limit transaction costs and tax liability. All-Cap portfolios include approximately 50 equity positions that the firm believes represent the best selection of undervalued, quality companies across the capitalization spectrum including companies as large as $300 billion and as small as $100 million. They may combine the All-Cap discipline with high-grade taxable fixed-income securities or tax-exempt municipals in a balanced account structure to generate current income and adjust the portfolio risk profile to client requirements. BCM's Small Cap Value Equity portfolios include approximately 100 equal-weighted small-cap equity positions that are sector neutral to the Russell 2000 Index. The firm's Mid Cap Value Equity portfolios include 40-to-50 equal-weighted equity positions that are sector neutral to the Russell Mid Cap Index. The firm may sell a position to take profits, to invest in better opportunities and to rebalance positions. They may also sell a position in the event of M&A activity, when balance sheet or earnings statements weaken or in recognition of mistakes. | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
