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Adam Theodore Peltzer
Plus aucun poste en cours
Profil
Mr. Adam T.
Peltzer, CFA, is a Director & Portfolio Manager at Tortoise Capital Advisors LLC.
He joined the firm in 2015.
Previously, he was an Investment Committee Member at Fountain Capital Management, a privately-owned investment manager that specialized in high-yield bond and bank loan portfolios for institutional clients and structured products.
In that role, he was responsible for coverage of the energy sector.
Mr. Peltzer earned a Bachelor of Business Administration in Accounting and a Master of Accountancy degree from Wichita State University.
He is a CFA charterholder.
Anciens postes connus de Adam Theodore Peltzer
| Sociétés | Poste | Fin |
|---|---|---|
Tortoise Capital Advisors LLC
 Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise’s primary investment strategy is fundamentals based, long-only, with an emphasis on managing risk. The firm’s investment strategies may include short-term purchases and trading where appropriate, as indicated by their fundamental and technical analysis. They utilize a three-prong approach to portfolio construction consisting of qualitative analysis, quantitative analysis and relative value. They evaluate companies operating in the energy value chain. | Analyst-Equity | 01/01/2020 |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Corporate Officer/Principal | - |
Sprint Corp. (Old)
 Sprint Corp. (Old) Major TelecommunicationsCommunications Provides local and long-distance telecommunications services | Corporate Officer/Principal | - |
Palmer Square Capital Management LLC
 Palmer Square Capital Management LLC Investment ManagersFinance Palmer Square manages portfolios of both credit and structured credit as well as diverse hedge fund strategies designed with the intent to achieve high risk-adjusted returns over market cycles. The firm employs a blend of top-down and bottom-up analysis. | Portfolio Manager-Fixed Income | - |
Fountain Capital Management LLC
 Fountain Capital Management LLC Investment ManagersFinance Fountain Capital Management specializes in managing high yield bond portfolios focusing on the higher credit quality sectors of the High Yield bond market. They build portfolios of companies in growing industries with improving credit profiles. Fountain seeks to add value over a full market cycle by identifying more credit quality upgrades than the market and by avoiding downgrades and defaults. Fountain's Short Duration High Yield strategy invests in the BB and B rated segments of the non-investment grade market. The strategy focuses on seasoned credits with maturities of 7 years or less. Portfolio duration is typically around 2 years. Fountain invests in bonds of companies with improving fundamentals in growing industries. A top-down approach is used to identify and overweight industries with the highest and most sustainable growth prospects or to underweight or avoid industries where there is a higher risk of downgrades and defaults. Fountain uses a bottom-up approach to identify companies within favored industries that have strong free cash flow, established debt service records and asset values well above debt levels. Only bonds that are rated at least B3/B- by either Moody's or S&P are purchased. Fountain analysts perform all credit research in-house. Sales typically occur when the company experiences deterioration of credit fundamentals, management or management philosophy change, or if the security becomes overvalued. Fountains Total Return High Yield strategy invests in the non-investment grade sector of the corporate bond market. This strategy seeks to maximize total return while limiting risk by concentrating on the middle to higher credit quality sectors of the high yield universe. Only bonds that are rated at least B3/B- by either Moody's or S&P are purchased. The firm believes investing in the bonds of companies with improving credit fundamentals in growing industries allows them to experience more upgrades and fewer downgrades than the market. Over a full market cycle this strategy is designed to capture excess return with lower than market volatility. Fountain uses the same top-down sector selection process, bottom-up security selection process and sale discipline as they use in their Short Duration High Yield strategy. | Analyst-Fixed Income | - |
Formation de Adam Theodore Peltzer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
19
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Sprint Corp. (Old)
Sprint Corp. (Old) Major TelecommunicationsCommunications Provides local and long-distance telecommunications services | Communications |
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise’s primary investment strategy is fundamentals based, long-only, with an emphasis on managing risk. The firm’s investment strategies may include short-term purchases and trading where appropriate, as indicated by their fundamental and technical analysis. They utilize a three-prong approach to portfolio construction consisting of qualitative analysis, quantitative analysis and relative value. They evaluate companies operating in the energy value chain. | Finance |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Commercial Services |
Fountain Capital Management LLC
Fountain Capital Management LLC Investment ManagersFinance Fountain Capital Management specializes in managing high yield bond portfolios focusing on the higher credit quality sectors of the High Yield bond market. They build portfolios of companies in growing industries with improving credit profiles. Fountain seeks to add value over a full market cycle by identifying more credit quality upgrades than the market and by avoiding downgrades and defaults. Fountain's Short Duration High Yield strategy invests in the BB and B rated segments of the non-investment grade market. The strategy focuses on seasoned credits with maturities of 7 years or less. Portfolio duration is typically around 2 years. Fountain invests in bonds of companies with improving fundamentals in growing industries. A top-down approach is used to identify and overweight industries with the highest and most sustainable growth prospects or to underweight or avoid industries where there is a higher risk of downgrades and defaults. Fountain uses a bottom-up approach to identify companies within favored industries that have strong free cash flow, established debt service records and asset values well above debt levels. Only bonds that are rated at least B3/B- by either Moody's or S&P are purchased. Fountain analysts perform all credit research in-house. Sales typically occur when the company experiences deterioration of credit fundamentals, management or management philosophy change, or if the security becomes overvalued. Fountains Total Return High Yield strategy invests in the non-investment grade sector of the corporate bond market. This strategy seeks to maximize total return while limiting risk by concentrating on the middle to higher credit quality sectors of the high yield universe. Only bonds that are rated at least B3/B- by either Moody's or S&P are purchased. The firm believes investing in the bonds of companies with improving credit fundamentals in growing industries allows them to experience more upgrades and fewer downgrades than the market. Over a full market cycle this strategy is designed to capture excess return with lower than market volatility. Fountain uses the same top-down sector selection process, bottom-up security selection process and sale discipline as they use in their Short Duration High Yield strategy. | Finance |
Wichita State University
 Wichita State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Palmer Square Capital Management LLC
Palmer Square Capital Management LLC Investment ManagersFinance Palmer Square manages portfolios of both credit and structured credit as well as diverse hedge fund strategies designed with the intent to achieve high risk-adjusted returns over market cycles. The firm employs a blend of top-down and bottom-up analysis. | Finance |
