Profil
David M.
Mann worked as an Investment Analyst at Oak Value Capital Management, Inc. and as a Portfolio Manager at U.S.
Trust Co. of North Carolina.
He was a Special Situations Analyst at Johnson Rice & Co. LLC from 2013 to 2017.
Mr. Mann holds an MBA from Duke University and an undergraduate degree from the University of Pennsylvania.
Anciens postes connus de David M. Mann
| Sociétés | Poste | Fin |
|---|---|---|
Johnson Rice & Co. LLC
Johnson Rice & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/08/2017 |
U.S. Trust Co. of North Carolina
U.S. Trust Co. of North Carolina Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | - |
Oak Value Capital Management, Inc.
Oak Value Capital Management, Inc. Investment ManagersFinance Oak Value Capital Management is a GARP investment manager. The firm seeks to invest in high-quality companies with solid competitive advantages and capable, fair-minded management teams that can be purchased at sizable discounts from their intrinsic values. Their investment approach is based on the idea that current market price is not always an accurate reflection of a company's true worth. Oak Value Capital Management's investment horizon is 3 to 5 years. The firm builds focused portfolios consisting of 20 to 30 stocks. Though not limited by sector, the firm tends to invest in the stocks of companies in the finance, consumer non-durables and technology services sectors. They invest primarily in the stocks of US large-cap companies. Oak Value Capital Management maintains a low turnover rate | Corporate Officer/Principal | - |
Formation de David M. Mann
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Oak Value Capital Management, Inc.
Oak Value Capital Management, Inc. Investment ManagersFinance Oak Value Capital Management is a GARP investment manager. The firm seeks to invest in high-quality companies with solid competitive advantages and capable, fair-minded management teams that can be purchased at sizable discounts from their intrinsic values. Their investment approach is based on the idea that current market price is not always an accurate reflection of a company's true worth. Oak Value Capital Management's investment horizon is 3 to 5 years. The firm builds focused portfolios consisting of 20 to 30 stocks. Though not limited by sector, the firm tends to invest in the stocks of companies in the finance, consumer non-durables and technology services sectors. They invest primarily in the stocks of US large-cap companies. Oak Value Capital Management maintains a low turnover rate | Finance |
U.S. Trust Co. of North Carolina
U.S. Trust Co. of North Carolina Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Duke University
Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Johnson Rice & Co. LLC
Johnson Rice & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
















