James Edward Buchheit

Plus aucun poste en cours

55 ans

Consumer Services

Finance

Profil

James Edward Buchheit was the founder and had held the title of Managing Director at Sachs Investment Group LLC from 2009 to 2020.
He founded Sachs Investment Group LLC in 2009.
Mr. Buchheit received his undergraduate degree from Denison University in 1994.

Anciens postes connus de James Edward Buchheit

Sociétés	Poste	Fin
Sachs Investment Group LLC Sachs Investment Group LLC Investment ManagersFinance Sachs Investment Group is a long-term, disciplined investment manager that structures portfolios to meet each client's unique objectives and risk tolerance. The firm's investment decisions are based on in-house economic, equity and fixed-income research. To build wealth and reduce volatility, Sachs seeks to diversify portfolios across a variety of asset classes and investment styles. The firm employs an active investment approach that they believe that over time produces better results than passive (index) investing. Sachs offers value, growth and income investment strategies. The firm's value investment strategy seeks to identify undervalued securities with basic investment value and reduced levels of risk. They use technical indicators and fundamental analysis to identify industries that meet their value criteria. Sachs believes this approach consistently produces superior returns with less risk than other investment methods. As long-term investors, the firm establishes a price objective for each stock selection. They will sell a security when it has met its price objective, when the company fundamentals deteriorate or when a better alternative is found. Sach's value equity investment process places emphasis on established companies: (1) that are trading at a price discount from their book or takeover value and significantly below previous highs (2) that have sound valuations with below average price-to-earnings or price-to-sales ratios (3) generate real revenue and earnings growth, positive cash flow developments and dividend growth and (4) demonstrate recent signs of accumulation indicating renewed investor interest. Sach's growth investment strategy seeks to identify companies offering new products or services that offer the potential for superior growth prospects. The firm looks for companies that are dominant within leading industries. They use technical indicators to identify stocks that break out on higher volumes and fundamental analysis to identify companies with appreciation potential. Securities will be sold when the company's fundamentals deteriorate or when a better alternative is found. Sach's growth equity process includes an emphasis on companies: (1) with a history of superior growth rates (2) with chart patterns that show stock appreciation on higher than average relative volume (3) that generate revenue and earnings growth and (4) that demonstrate recent signs of accumulation indicating renewed investor interest. The firm's objective for fixed-income accounts is to produce the highest level of income that is consistent with safety of principal. The firm focuses on buying quality. Their income investment strategy includes: (1) a focus on investment grade quality to reduce risk and preserve capital (2) evaluation of risk versus yield reward (3) duration and forecast for the interest rate environment and (4) active management to reduce volatility and maintain income levels. Income investments include BBB+ rated or better corporate bonds, US Treasuries and, if appropriate, foreign government bonds. Preferred stocks, convertible bonds and dividend-producing income stocks may be used to provide a competitive level of income and to hedge against inflation with the potential for an increasing income stream.	Fondateur	01/03/2020

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Denison University Denison University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Sachs Investment Group LLC Sachs Investment Group LLC Investment ManagersFinance Sachs Investment Group is a long-term, disciplined investment manager that structures portfolios to meet each client's unique objectives and risk tolerance. The firm's investment decisions are based on in-house economic, equity and fixed-income research. To build wealth and reduce volatility, Sachs seeks to diversify portfolios across a variety of asset classes and investment styles. The firm employs an active investment approach that they believe that over time produces better results than passive (index) investing. Sachs offers value, growth and income investment strategies. The firm's value investment strategy seeks to identify undervalued securities with basic investment value and reduced levels of risk. They use technical indicators and fundamental analysis to identify industries that meet their value criteria. Sachs believes this approach consistently produces superior returns with less risk than other investment methods. As long-term investors, the firm establishes a price objective for each stock selection. They will sell a security when it has met its price objective, when the company fundamentals deteriorate or when a better alternative is found. Sach's value equity investment process places emphasis on established companies: (1) that are trading at a price discount from their book or takeover value and significantly below previous highs (2) that have sound valuations with below average price-to-earnings or price-to-sales ratios (3) generate real revenue and earnings growth, positive cash flow developments and dividend growth and (4) demonstrate recent signs of accumulation indicating renewed investor interest. Sach's growth investment strategy seeks to identify companies offering new products or services that offer the potential for superior growth prospects. The firm looks for companies that are dominant within leading industries. They use technical indicators to identify stocks that break out on higher volumes and fundamental analysis to identify companies with appreciation potential. Securities will be sold when the company's fundamentals deteriorate or when a better alternative is found. Sach's growth equity process includes an emphasis on companies: (1) with a history of superior growth rates (2) with chart patterns that show stock appreciation on higher than average relative volume (3) that generate revenue and earnings growth and (4) that demonstrate recent signs of accumulation indicating renewed investor interest. The firm's objective for fixed-income accounts is to produce the highest level of income that is consistent with safety of principal. The firm focuses on buying quality. Their income investment strategy includes: (1) a focus on investment grade quality to reduce risk and preserve capital (2) evaluation of risk versus yield reward (3) duration and forecast for the interest rate environment and (4) active management to reduce volatility and maintain income levels. Income investments include BBB+ rated or better corporate bonds, US Treasuries and, if appropriate, foreign government bonds. Preferred stocks, convertible bonds and dividend-producing income stocks may be used to provide a competitive level of income and to hedge against inflation with the potential for an increasing income stream.	Finance

Entreprise privées

Consumer Services

Sachs Investment Group LLC

Investment ManagersFinance

Sachs Investment Group is a long-term, disciplined investment manager that structures portfolios to meet each client's unique objectives and risk tolerance. The firm's investment decisions are based on in-house economic, equity and fixed-income research. To build wealth and reduce volatility, Sachs seeks to diversify portfolios across a variety of asset classes and investment styles. The firm employs an active investment approach that they believe that over time produces better results than passive (index) investing. Sachs offers value, growth and income investment strategies. The firm's value investment strategy seeks to identify undervalued securities with basic investment value and reduced levels of risk. They use technical indicators and fundamental analysis to identify industries that meet their value criteria. Sachs believes this approach consistently produces superior returns with less risk than other investment methods. As long-term investors, the firm establishes a price objective for each stock selection. They will sell a security when it has met its price objective, when the company fundamentals deteriorate or when a better alternative is found. Sach's value equity investment process places emphasis on established companies: (1) that are trading at a price discount from their book or takeover value and significantly below previous highs (2) that have sound valuations with below average price-to-earnings or price-to-sales ratios (3) generate real revenue and earnings growth, positive cash flow developments and dividend growth and (4) demonstrate recent signs of accumulation indicating renewed investor interest. Sach's growth investment strategy seeks to identify companies offering new products or services that offer the potential for superior growth prospects. The firm looks for companies that are dominant within leading industries. They use technical indicators to identify stocks that break out on higher volumes and fundamental analysis to identify companies with appreciation potential. Securities will be sold when the company's fundamentals deteriorate or when a better alternative is found. Sach's growth equity process includes an emphasis on companies: (1) with a history of superior growth rates (2) with chart patterns that show stock appreciation on higher than average relative volume (3) that generate revenue and earnings growth and (4) that demonstrate recent signs of accumulation indicating renewed investor interest. The firm's objective for fixed-income accounts is to produce the highest level of income that is consistent with safety of principal. The firm focuses on buying quality. Their income investment strategy includes: (1) a focus on investment grade quality to reduce risk and preserve capital (2) evaluation of risk versus yield reward (3) duration and forecast for the interest rate environment and (4) active management to reduce volatility and maintain income levels. Income investments include BBB+ rated or better corporate bonds, US Treasuries and, if appropriate, foreign government bonds. Preferred stocks, convertible bonds and dividend-producing income stocks may be used to provide a competitive level of income and to hedge against inflation with the potential for an increasing income stream.

Finance

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