![Katherine Clay Willis](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>)
Profil
Ms. Katherine C.
Willis, CFA, is Principal & Portfolio Manager at Palladium Partners LLC.
She brings a breadth and depth of knowledge along with empathetic investment proficiency built over 25 years of investment experience.
Her career began in the brokerage industry; she later served as the head trader for an investment advisory firm.
Before founding Palladium in 2008, Ms. Willis spent 15 years as a Portfolio Manager at Virginia Investment Counselors.
Ms. Willis graduated with dual BA degrees in Economics and French from Randolph-Macon Woman’s College, she later earned the Chartered Financial Analyst and Chartered Investment Counselor designations.
Anciens postes connus de Katherine Clay Willis
| Sociétés | Poste | Fin |
|---|---|---|
Palladium Partners LLC
 Palladium Partners LLC Investment ManagersFinance Palladium Partners' investment process includes an ongoing analysis of the relative risk and reward between asset classes. This analysis is based primarily on macroeconomic factors such as corporate earnings, interest rates, inflation, and the projected outlook for each, as well as that of the economy as whole, both domestic and global. Their equity selection process focuses on stocks that are high quality, diversified among industries and have attractive valuations. The firm employs a fixed-income strategy focused on high credit quality and preservation of capital. In addition to their own research, as well as that of the credit rating agencies, Palladium Partners utilizes independent, third-party research to help identify both risks and value. The type of bond held depends on the effective tax rate of each account, and may include either government, corporate or municipal bonds. | Fondateur | 01/06/2022 |
Virginia Investment Counselors, Inc.
 Virginia Investment Counselors, Inc. Investment ManagersFinance VIC's value-oriented equity strategy is a top-down, conservative, quantitative process. Initially they screen a universe of U.S.-based stocks for those that meet strict quality and liquidity constraints. The resulting high quality stocks are then ranked based on a combination of p/e ratio, short-term earnings outlook, long-term sales growth and various other indexes. From this ranking, they get a list of potential buy candidates used to construct an equity portfolio that is fully diversified and optimizes risk and return. Using a bottom-up, fundamentally-based process, their Contrarian Opportunity strategy seeks to identify established companies whose share prices are significantly undervalued. VIC's Equable Mutual Funds strategy (fund of funds strategy) creates a professionally managed mutual fund portfolio, diversified across style and capitalization biases and incorporating international markets. Their taxable fixed-income strategy is conservative with an emphasis on capital preservation. They employ a buy and hold strategy limited to high quality bonds (Government bonds, agency bonds, taxable municipal debt and high rated corporate bonds) structured to mature sequentially, thereby reducing risk. Their weighted average maturity is generally less than five years. Interest rate anticipation, sector analysis, yield curve steepness and individual bond yields determine the specific bonds purchased. VIC's tax-exempt fixed-income strategy is focused on debt issued by municipalities whose interest qualifies for exemption from Federal income tax, and for most clientele, state income tax as well. The strategy is focused on high quality bonds, laddered sequentially, with a weighted average maturity of approximately five years. An ongoing analysis is performed to identify the relative advantage of using tax-free bonds, over taxable bonds, for each client. | Gestionnaire de Portefeuille-Actions | - |
Formation de Katherine Clay Willis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
14
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Virginia Investment Counselors, Inc.
Virginia Investment Counselors, Inc. Investment ManagersFinance VIC's value-oriented equity strategy is a top-down, conservative, quantitative process. Initially they screen a universe of U.S.-based stocks for those that meet strict quality and liquidity constraints. The resulting high quality stocks are then ranked based on a combination of p/e ratio, short-term earnings outlook, long-term sales growth and various other indexes. From this ranking, they get a list of potential buy candidates used to construct an equity portfolio that is fully diversified and optimizes risk and return. Using a bottom-up, fundamentally-based process, their Contrarian Opportunity strategy seeks to identify established companies whose share prices are significantly undervalued. VIC's Equable Mutual Funds strategy (fund of funds strategy) creates a professionally managed mutual fund portfolio, diversified across style and capitalization biases and incorporating international markets. Their taxable fixed-income strategy is conservative with an emphasis on capital preservation. They employ a buy and hold strategy limited to high quality bonds (Government bonds, agency bonds, taxable municipal debt and high rated corporate bonds) structured to mature sequentially, thereby reducing risk. Their weighted average maturity is generally less than five years. Interest rate anticipation, sector analysis, yield curve steepness and individual bond yields determine the specific bonds purchased. VIC's tax-exempt fixed-income strategy is focused on debt issued by municipalities whose interest qualifies for exemption from Federal income tax, and for most clientele, state income tax as well. The strategy is focused on high quality bonds, laddered sequentially, with a weighted average maturity of approximately five years. An ongoing analysis is performed to identify the relative advantage of using tax-free bonds, over taxable bonds, for each client. | Finance |
Palladium Partners LLC
Palladium Partners LLC Investment ManagersFinance Palladium Partners' investment process includes an ongoing analysis of the relative risk and reward between asset classes. This analysis is based primarily on macroeconomic factors such as corporate earnings, interest rates, inflation, and the projected outlook for each, as well as that of the economy as whole, both domestic and global. Their equity selection process focuses on stocks that are high quality, diversified among industries and have attractive valuations. The firm employs a fixed-income strategy focused on high credit quality and preservation of capital. In addition to their own research, as well as that of the credit rating agencies, Palladium Partners utilizes independent, third-party research to help identify both risks and value. The type of bond held depends on the effective tax rate of each account, and may include either government, corporate or municipal bonds. | Finance |
Randolph-Macon College
 Randolph-Macon College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Choisissez Zonebourse 
