Perfil
Mr. Leon A. Wiatrak is Managing Member at McCullough & Associates LLC.
Mr. Wiatrak also serves as Chairman of the Investment Committee.
Prior to this, he worked for more than 20 years at Bank of America as a Senior Vice President for the bank's global fixed-income activities.
During his tenure, the bank was recognized as a Primary Dealer by the Federal Reserve Bank of New York, becoming a major participant in the US Government and money markets.
Following this, he formed Wiatrak Behnke Capital Management focusing on fixed-income investing.
Later on, the firm merged with Van Kasper & Co., broadening the scope of his responsibilities to include equities.
He received his BA in Economics from the University of San Francisco and a graduate degree from Harvard University Graduate School of Business, Senior Manager's Program in Vevey, Switzerland.
Antiguos cargos conocidos de Leon Adam Wiatrak.
| Empresas | Cargo | Fin |
|---|---|---|
McCullough & Associates LLC
McCullough & Associates LLC Investment ManagersFinance McCullough & Associates (MA) is an equity manager that employs a value investment approach that focuses on investments in mid- to large-cap stocks and also incorporates investments in some fixed-income assets. The firm's value investment strategy is based on the premise of rational expectations, which indicate that stock prices generally reflect all news available to the public. However, MA also believes there are often situations where stock prices do not reflect all the news available to the public. In those cases, stock prices move away from their intrinsic value. The firm purchases stocks when there are deviations in a stock's price from the fair or intrinsic value due to market forces, news events, earnings surprises and other factors. They typically buy undervalued stocks to provide some downside protection and additional returns if stocks return to their intrinsic value levels. MA seeks to determine the underlying business value of the equity of a company. If they find that the market value is below their intrinsic value estimate, they will then purchase the stock with the intention to hold the stock so long as the market fairly values the stock. MA evaluates potential investment candidates based on quantitative measures including p/e ratio, price-to-sales ratio, dividend yield and p/e to growth rate. They select stocks that meet their fundamental investment criteria. This evaluation includes an assessment of the future growth potential of the company and the stock price. Important considerations in the decision making process include an understanding of the reason for the undervaluation of the equity and an evaluation of any future catalysts that would have the potential to affect the valuation of the equity. MA also examines intangible factors such as the strength of the management team and the level of insider ownership of a company's equity. Emphasis is placed on the shareholder orientation of the management team. | Presidente | 04/07/2012 |
Formación de Leon Adam Wiatrak.
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Empresas relacionadas
| Empresas privadas | 3 |
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McCullough & Associates LLC
McCullough & Associates LLC Investment ManagersFinance McCullough & Associates (MA) is an equity manager that employs a value investment approach that focuses on investments in mid- to large-cap stocks and also incorporates investments in some fixed-income assets. The firm's value investment strategy is based on the premise of rational expectations, which indicate that stock prices generally reflect all news available to the public. However, MA also believes there are often situations where stock prices do not reflect all the news available to the public. In those cases, stock prices move away from their intrinsic value. The firm purchases stocks when there are deviations in a stock's price from the fair or intrinsic value due to market forces, news events, earnings surprises and other factors. They typically buy undervalued stocks to provide some downside protection and additional returns if stocks return to their intrinsic value levels. MA seeks to determine the underlying business value of the equity of a company. If they find that the market value is below their intrinsic value estimate, they will then purchase the stock with the intention to hold the stock so long as the market fairly values the stock. MA evaluates potential investment candidates based on quantitative measures including p/e ratio, price-to-sales ratio, dividend yield and p/e to growth rate. They select stocks that meet their fundamental investment criteria. This evaluation includes an assessment of the future growth potential of the company and the stock price. Important considerations in the decision making process include an understanding of the reason for the undervaluation of the equity and an evaluation of any future catalysts that would have the potential to affect the valuation of the equity. MA also examines intangible factors such as the strength of the management team and the level of insider ownership of a company's equity. Emphasis is placed on the shareholder orientation of the management team. | Finance |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Francisco
University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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