Perfil
Mr. Marcus P.
Borel is a Portfolio Manager at Davidson & Garrard, Inc. He serves on the firm's Investment Committee.
Prior to joining Davidson & Garrard in 2014, Mr. Borel served as Vice President for one of the area's largest real estate development firms where he had roles in resource and investment management, business administration, marketing, and strategic planning.
He received summa cum laude graduate of Virginia Tech with a B.S.
in Business Management in 2006.
Antiguos cargos conocidos de Marcus Paul Borel.
| Empresas | Cargo | Fin |
|---|---|---|
Davidson & Garrard, Inc.
Davidson & Garrard, Inc. Investment ManagersFinance DG follows a long-term, value-oriented investment philosophy that attempts to avoid undue risk. They consider the quality and strength of a company's fundamentals as an essential element in discerning value. Their valuation analysis utilizes multiple methodologies to uncover stocks trading at price levels that provide meaningful appreciation potential. In addition to considering traditional value measures, they evaluate momentum factors and prefer companies that demonstrate positive earnings and price momentum. The firm utilizes fixed-income securities to provide current income and help reduce portfolio risk. DG employs a conservative fixed-income strategy that seeks to maximize returns while limiting credit and interest rate risks. As a rule, they invest only in U.S. Treasuries, government agencies and investment grade corporate or municipal bonds. Maturities are generally limited to a maximum of ten years. | Miembro del Comité de Inversión | 31/12/2017 |
Formación de Marcus Paul Borel.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Davidson & Garrard, Inc.
Davidson & Garrard, Inc. Investment ManagersFinance DG follows a long-term, value-oriented investment philosophy that attempts to avoid undue risk. They consider the quality and strength of a company's fundamentals as an essential element in discerning value. Their valuation analysis utilizes multiple methodologies to uncover stocks trading at price levels that provide meaningful appreciation potential. In addition to considering traditional value measures, they evaluate momentum factors and prefer companies that demonstrate positive earnings and price momentum. The firm utilizes fixed-income securities to provide current income and help reduce portfolio risk. DG employs a conservative fixed-income strategy that seeks to maximize returns while limiting credit and interest rate risks. As a rule, they invest only in U.S. Treasuries, government agencies and investment grade corporate or municipal bonds. Maturities are generally limited to a maximum of ten years. | Finance |
Virginia Polytechnic Institute & State University
Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Bolsa de valores
- Insiders
- Marcus Paul Borel
















