![Aaron James Garcia](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>)
Aaron James Garcia
Analyst-Equity chez
Madison Investment Advisors LLC
Profil
Mr. Aaron J.
Garcia, CFA, is a Portfolio Manager & Analyst at Madison Investment Advisors LLC.
He has been working in the financial services industry since 2002.
He specializes in small cap portfolio management for Madison.
His main areas of investment focus are Healthcare, Industrials, Materials, & Energy sectors.
Prior to joining Madison, Mr. Garcia served on Broadview Advisors’ small cap strategy and all cap strategy as an analyst and later as a Portfolio Manager.
Previously, he worked with Stifel Nicolaus as an associate analyst.
He received his undergraduate degree from Rice University.
Postes actifs de Aaron James Garcia
| Sociétés | Poste | Début |
|---|---|---|
Madison Investment Advisors LLC
 Madison Investment Advisors LLC Investment ManagersFinance MIA seeks to deliver positive risk-adjusted returns while providing capital preservation. The firm is a bottom-up stock-picker, focused on high-quality consistent growth companies trading at reasonable valuations. They aim to outperform the market indices through a market cycle while taking less risk. MIA employs a top-down investment process that focuses on capital preservation through active management of the following key fixed income risks: duration posture, yield curve positioning, industry/sector allocation, quality and security selection. | Analyst-Equity | 01/09/2019 |
Anciens postes connus de Aaron James Garcia
| Sociétés | Poste | Fin |
|---|---|---|
Broadview Advisors LLC
 Broadview Advisors LLC Investment ManagersFinance Broadview Advisors specializes in equity investment strategies, focusing on core growth strategies that are based on bottom-up fundamental analysis. Broadview is an opportunistic, special situation investor. They believe that companies of all sizes and characteristics are, at times, periodically mispriced for a number of reasons. They also believe that repeatedly applying their investment process, along with a valuation sensitive sell discipline, yields the best opportunity for superior risk-adjusted returns over a market cycle. Broadview manages two strategies: Small-Mid Cap and All Cap. The firm's proprietary "Five Pillar Analysis" is used to determine if a company will be added to a client’s portfolio. Broadview looks for companies with: strong business traits including a high level of recurring revenue, ROIC and controllable destiny (not overly regulated or commodity-centric); a defendable market niche including strategic value, barriers to entry, and difficult to duplicate; attractive growth potential over a 2-3 year time horizon, owners rather than renters of stocks, across all industries; capable, historically successful management; and which can be purchased at a discount to private market value. Broadview's Small Cap Strategy invests in US companies identified through their Five Pillar Analysis with market-caps generally less than $5 billion at the time of purchase. The Broadview Opportunity Fund generally employs this strategy. The fund may invest in stocks of companies of all sizes, but primarily invests in smaller-cap US companies that have substantial capital appreciation potential. The All Cap Strategy invests in companies identified through the Five Pillar Analysis without respect to capitalization boundaries. Investments may include domestic and foreign equity securities, such as common stock, preferred stock and warrants to purchase common and preferred stock; commercial paper; CDs; mutual funds; ETFs; fixed-income securities; municipal securities; government securities; options; short sale transactions; futures; and private funds. | Analyst-Equity | 01/09/2019 |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/10/2003 |
Formation de Aaron James Garcia
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Madison Investment Advisors LLC
Madison Investment Advisors LLC Investment ManagersFinance MIA seeks to deliver positive risk-adjusted returns while providing capital preservation. The firm is a bottom-up stock-picker, focused on high-quality consistent growth companies trading at reasonable valuations. They aim to outperform the market indices through a market cycle while taking less risk. MIA employs a top-down investment process that focuses on capital preservation through active management of the following key fixed income risks: duration posture, yield curve positioning, industry/sector allocation, quality and security selection. | Finance |
Broadview Advisors LLC
Broadview Advisors LLC Investment ManagersFinance Broadview Advisors specializes in equity investment strategies, focusing on core growth strategies that are based on bottom-up fundamental analysis. Broadview is an opportunistic, special situation investor. They believe that companies of all sizes and characteristics are, at times, periodically mispriced for a number of reasons. They also believe that repeatedly applying their investment process, along with a valuation sensitive sell discipline, yields the best opportunity for superior risk-adjusted returns over a market cycle. Broadview manages two strategies: Small-Mid Cap and All Cap. The firm's proprietary "Five Pillar Analysis" is used to determine if a company will be added to a client’s portfolio. Broadview looks for companies with: strong business traits including a high level of recurring revenue, ROIC and controllable destiny (not overly regulated or commodity-centric); a defendable market niche including strategic value, barriers to entry, and difficult to duplicate; attractive growth potential over a 2-3 year time horizon, owners rather than renters of stocks, across all industries; capable, historically successful management; and which can be purchased at a discount to private market value. Broadview's Small Cap Strategy invests in US companies identified through their Five Pillar Analysis with market-caps generally less than $5 billion at the time of purchase. The Broadview Opportunity Fund generally employs this strategy. The fund may invest in stocks of companies of all sizes, but primarily invests in smaller-cap US companies that have substantial capital appreciation potential. The All Cap Strategy invests in companies identified through the Five Pillar Analysis without respect to capitalization boundaries. Investments may include domestic and foreign equity securities, such as common stock, preferred stock and warrants to purchase common and preferred stock; commercial paper; CDs; mutual funds; ETFs; fixed-income securities; municipal securities; government securities; options; short sale transactions; futures; and private funds. | Finance |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Rice University
 Rice University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
