Profilo
Bill is a member of Agincourt's investment team and is a portfolio manager with over 14 years of investment experience.
While he participates in all aspects of the portfolio management process, his primary focus is the corporate bond market.
He develops or supervises all industry and company credit research, determines relative valuation parameters, and develops bottom-up corporate sub-sector strategies.
Bill's credit experience also includes international issuers.
He is a shareholder of the firm.
Previously, Bill was the primary credit analyst for Richmond Capital Management.
He joined Sovran Capital Management in February of 1998, as a Vice President and portfolio manager.
Bill is a Chartered Financial Analyst.
He received a BA in History from the University of Virginia, and an MBA from the College of William and Mary.
Precedenti posizioni note di William I. Putnam
| Società | Posizione | Fine |
|---|---|---|
Agincourt Capital Management LLC
 Agincourt Capital Management LLC Investment ManagersFinance Agincourt Capital Management LLC (Agincourt) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1999 by the entire fixed income investment team of what was Sovran Capital Management. In 2020, they became a subsidiary of Guardian Capital LLC, a subsidiary of Guardian Capital Group Ltd. (TSX: GCG) in Canada. Agincourt provides customized fixed income investment advisory services to pension and profit-sharing plans, state or municipal government entities, charitable organizations, corporations or business entities, and insurance companies. They also have a small number of trusts, estates, or individuals as fixed income clients. The firm acts as a sub-adviser for fixed income mutual funds. | Direttore della Ricerca - Fxd Inc | 02/03/2005 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Agincourt Capital Management LLC
Agincourt Capital Management LLC Investment ManagersFinance Agincourt Capital Management LLC (Agincourt) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1999 by the entire fixed income investment team of what was Sovran Capital Management. In 2020, they became a subsidiary of Guardian Capital LLC, a subsidiary of Guardian Capital Group Ltd. (TSX: GCG) in Canada. Agincourt provides customized fixed income investment advisory services to pension and profit-sharing plans, state or municipal government entities, charitable organizations, corporations or business entities, and insurance companies. They also have a small number of trusts, estates, or individuals as fixed income clients. The firm acts as a sub-adviser for fixed income mutual funds. | Finance |
- Borsa valori
- Insiders
- William I. Putnam
