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Jonathan C. Calvert
Directeur/Membre du Conseil chez
McNay Art Museum
Profil
Mr. Calvert co-founded Austin, Calvert & Flavnin in 1981.
He entered the investment business in 1955.
He spent four years with a major investment banking firm in their New York and Chicago offices.
He returned to Texas in 1960 and for six years was a partner in several Texas-based investment firms.
In 1966, his firm merged with two other established firms to form Rotan Mosle, Inc. For the next 16 years, he was associated with Rotan Mosle, Inc. as a Vice President, Director, and Branch Office Manager.
Mr. Calvert graduated cum laude from Princeton University with a Bachelor of Arts Degree.
He attended both the New York University Graduate Business School and the University of Chicago.
Mr. Calvert served on the Board of Governors of the National Association of Securities Dealers from 1970 to 1972, during which time he was chairman of both the Oil and Gas Committee and the Real Estate Committee.
Prior to entering the investment business, he served as an officer in the United States Marine Corps.
He is a trustee of the McNay Art Museum, and a member of the Board of Visitors of The University of Texas M.D.
Anderson Cancer Center.
He was formerly president of the Board of Saint Mary’s Hall and the Harry Jersig Speech and Hearing Center, and he has been a director of the Children’s Hospital Foundation.
He also served on the Board of the Southwest Outward Bound School.
Mr. Calvert is a member of the San Antonio Society of Financial Analysts.
Postes actifs de Jonathan C. Calvert
| Sociétés | Poste | Début |
|---|---|---|
McNay Art Museum
 McNay Art Museum Other Consumer ServicesConsumer Services Operates modern art museum | Directeur/Membre du Conseil | - |
Anciens postes connus de Jonathan C. Calvert
| Sociétés | Poste | Fin |
|---|---|---|
Austin, Calvert & Flavin, Inc.
 Austin, Calvert & Flavin, Inc. Investment ManagersFinance Austin Calvert & Flavin (ACF) is a large-cap core equity manager that employs a value investment approach with a growth bias. Their investment philosophy combines the use of both top-down and bottom-up research approach. The firm assesses the market environment in a top-down evaluation to determine market risk, interest rate trends and economic climate. They consider historical and proprietary valuation measures, sentiment, flow of funds, economic data, monetary policy and interest rate tools. Through this process they define the elements that will most likely perform well for that market environment. After defining the investment environment, ACF employs a bottom-up securities selection process to construct a model portfolio. All tax-exempt accounts match the model in holdings and position size. Any additions or deletions to the model flow through to all the accounts (unless a client has restrictions) and performance is reviewed daily to evaluate the investment decision-making process. ACF selects equities that represent value in a combination of relative and absolute measures. They look at a ten-year history of p/e, price-to-book, price-to-sales, price-to-cash flow, ROE and yield versus the S&P 500 and the company's track record. They also compare historical and expected growth rates to the p/e ratio and to an enterprise value to operating cash flow ratio. Earnings prospects are a key input and the firm looks at historical earnings growth, expected earnings growth, cyclical earnings swings, industry conditions, competitive strategy and free cash flow potential. Stock holdings are reviewed as possible sale candidates for the following reasons: the stock achieves the price objective assigned by the firm, the fundamentals of the company deteriorate or a negative change in the investment environment for specific industries or companies occurs that may dictate the movement of funds to other industries or individual stocks. Though not limited by sector, ACF tends to invest in the stocks of US mid-cap and large-cap companies in the consumer non-durables, electronic technology, health technology and finance sectors. The firm maintains a medium turnover rate. | Fondateur | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
38
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Austin, Calvert & Flavin, Inc.
Austin, Calvert & Flavin, Inc. Investment ManagersFinance Austin Calvert & Flavin (ACF) is a large-cap core equity manager that employs a value investment approach with a growth bias. Their investment philosophy combines the use of both top-down and bottom-up research approach. The firm assesses the market environment in a top-down evaluation to determine market risk, interest rate trends and economic climate. They consider historical and proprietary valuation measures, sentiment, flow of funds, economic data, monetary policy and interest rate tools. Through this process they define the elements that will most likely perform well for that market environment. After defining the investment environment, ACF employs a bottom-up securities selection process to construct a model portfolio. All tax-exempt accounts match the model in holdings and position size. Any additions or deletions to the model flow through to all the accounts (unless a client has restrictions) and performance is reviewed daily to evaluate the investment decision-making process. ACF selects equities that represent value in a combination of relative and absolute measures. They look at a ten-year history of p/e, price-to-book, price-to-sales, price-to-cash flow, ROE and yield versus the S&P 500 and the company's track record. They also compare historical and expected growth rates to the p/e ratio and to an enterprise value to operating cash flow ratio. Earnings prospects are a key input and the firm looks at historical earnings growth, expected earnings growth, cyclical earnings swings, industry conditions, competitive strategy and free cash flow potential. Stock holdings are reviewed as possible sale candidates for the following reasons: the stock achieves the price objective assigned by the firm, the fundamentals of the company deteriorate or a negative change in the investment environment for specific industries or companies occurs that may dictate the movement of funds to other industries or individual stocks. Though not limited by sector, ACF tends to invest in the stocks of US mid-cap and large-cap companies in the consumer non-durables, electronic technology, health technology and finance sectors. The firm maintains a medium turnover rate. | Finance |
McNay Art Museum
McNay Art Museum Other Consumer ServicesConsumer Services Operates modern art museum | Consumer Services |
