Profil
Kevin Paul McDonald is the founder of New Path Capital Advisors, which was founded in 2007, where he held the title of Chief Compliance Officer.
He also worked as a Principal at FirstBank Holding Co. (Colorado).
Mr. McDonald received his undergraduate degree from Colorado State University in 1983.
Anciens postes connus de Kevin Paul McDonald
| Sociétés | Poste | Fin |
|---|---|---|
FirstBank Holding Co. (Colorado)
FirstBank Holding Co. (Colorado) Regional BanksFinance Provides banking services | Corporate Officer/Principal | - |
New Path Capital Advisors
New Path Capital Advisors Investment ManagersFinance New Path Capital Advisors' equity investment approach is based on the idea of selective correlation. The firm seeks to be highly correlated with segments of the equity markets when they are providing positive returns. However, they also want zero or even negative correlation with those markets when they are losing value. Achieving selective correlation has the potential to avoid dramatic market declines while having the ability to switch back into equities to capture the markets upside move. New Path's primary investment strategy is called the Actively Managed Allocation Strategy (AMAS). It is based on a quantitative trending model that analyzes the price levels of selected asset classes to determine which categories in which to invest and the percentage of the portfolio to be allocated to each. The analytic model is updated and assets are reallocated on a monthly basis. The firm currently offers exposure to the following asset classes: (1) US Large-Cap Stocks (2) US REITs (3) Developed International Market Stocks (4) Emerging Market Stocks (5) Commodities/Oil and (6) Cash/Fixed-Income. | Fondateur | - |
Formation de Kevin Paul McDonald
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Colorado State University
Colorado State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FirstBank Holding Co. (Colorado)
FirstBank Holding Co. (Colorado) Regional BanksFinance Provides banking services | Finance |
New Path Capital Advisors
New Path Capital Advisors Investment ManagersFinance New Path Capital Advisors' equity investment approach is based on the idea of selective correlation. The firm seeks to be highly correlated with segments of the equity markets when they are providing positive returns. However, they also want zero or even negative correlation with those markets when they are losing value. Achieving selective correlation has the potential to avoid dramatic market declines while having the ability to switch back into equities to capture the markets upside move. New Path's primary investment strategy is called the Actively Managed Allocation Strategy (AMAS). It is based on a quantitative trending model that analyzes the price levels of selected asset classes to determine which categories in which to invest and the percentage of the portfolio to be allocated to each. The analytic model is updated and assets are reallocated on a monthly basis. The firm currently offers exposure to the following asset classes: (1) US Large-Cap Stocks (2) US REITs (3) Developed International Market Stocks (4) Emerging Market Stocks (5) Commodities/Oil and (6) Cash/Fixed-Income. | Finance |
















