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Kelly Marie Woodall
Gestionnaire de Portefeuille-Actions chez
Seymour Investment Management Ltd. (Investment Management)
Profil
Ms. Kelly M.
Woodall, CFA, is Managing Partner & Portfolio Manager at Seymour Investment Management Ltd.
She began her career in high net worth private client investment management in 1997.
Beginning in 2000, Ms. Woodall spent seven years working as a sell-side equity research analyst, providing research coverage of a number of different stocks and industries.
In 2006, she left the sell side and returned to investment management.
In recent years, she has been a lead portfolio manager on a variety of Canadian equity, equity-income, and small-capitalization mandates.
She received her undergraduate degree from the University of British Columbia.
Postes actifs de Kelly Marie Woodall
| Sociétés | Poste | Début |
|---|---|---|
Seymour Investment Management Ltd. (Investment Management)
 Seymour Investment Management Ltd. (Investment Management) Investment ManagersFinance Seymour-IM seeks to build and preserve their client’s wealth through long-term capital appreciation. The firm’s unique approach to investment management has enabled them to achieve superior risk-adjusted investment returns for the funds they manage and, ultimately, for their clients. They capitalize on attractive investment opportunities in areas that are under followed. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Kelly Marie Woodall
| Sociétés | Poste | Fin |
|---|---|---|
Cypress Capital Management Ltd. (Canada)
 Cypress Capital Management Ltd. (Canada) Investment ManagersFinance CCM emphasizes fundamentals such as quality management, cash flow growth, balance sheet strength, and valuation in the marketplace (as it pertains to the oil and gas sector), production profile, reserve additions, reserve quality, and finding development costs as critical variables that influence their investment decisions. | Analyst-Equity | 31/12/2009 |
Raymond James Ltd. (Broker)
 Raymond James Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/01/2006 |
Salman Partners, Inc.
 Salman Partners, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2000 |
Phillips, Hager & North Investment Management
 Phillips, Hager & North Investment Management Financial ConglomeratesFinance Phillips, Hager & North Investment Management (PHN) offers equity, fixed-income and balanced investment products. The firm offers a variety of equity funds including Canadian, international, emerging markets and sector-specific offerings across all market-caps. They apply a wide variety of investment styles including: value, growth and quality growth at a reasonable price. PHN uses a combination of fundamentals-driven and top-down research. Their fundamental research focuses on individual companies and considers measures such as earnings, growth, balance sheet strength and management quality. Valuation is also an integral part of their process as a stock must be well-priced. The firm's top-down research focuses on economic conditions and the operating climate for a given stock. PHN employs a multiple strategy fixed-income investment approach. Their actively managed funds and investment solutions provide access to a wide range of fixed-income instruments including money market, mortgage securities, Government bonds (federal provincial), corporate bonds, high-yield bonds and foreign bonds. | Corporate Officer/Principal | 31/12/2000 |
Bloom Investment Counsel, Inc.
 Bloom Investment Counsel, Inc. Investment ManagersFinance Bloom Investment Counsel specializes in North American income-oriented equities that seek to preserve and grow capital with a focus on minimizing risk. The firm employs an investment philosophy that is value-oriented and agnostic to market capitalization. They utilize fundamental analysis for stock selection. Bloom Funds are managed with a fully active, index agnostic investment management approach that utilizes bottom-up research analysis. Portfolios contain long-only positions and maintain a varying level of cash to protect against market corrections, or market over-valuation. | Corporate Officer/Principal | - |
Formation de Kelly Marie Woodall
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Cypress Capital Management Ltd. (Canada)
Cypress Capital Management Ltd. (Canada) Investment ManagersFinance CCM emphasizes fundamentals such as quality management, cash flow growth, balance sheet strength, and valuation in the marketplace (as it pertains to the oil and gas sector), production profile, reserve additions, reserve quality, and finding development costs as critical variables that influence their investment decisions. | Finance |
Phillips, Hager & North Investment Management
Phillips, Hager & North Investment Management Financial ConglomeratesFinance Phillips, Hager & North Investment Management (PHN) offers equity, fixed-income and balanced investment products. The firm offers a variety of equity funds including Canadian, international, emerging markets and sector-specific offerings across all market-caps. They apply a wide variety of investment styles including: value, growth and quality growth at a reasonable price. PHN uses a combination of fundamentals-driven and top-down research. Their fundamental research focuses on individual companies and considers measures such as earnings, growth, balance sheet strength and management quality. Valuation is also an integral part of their process as a stock must be well-priced. The firm's top-down research focuses on economic conditions and the operating climate for a given stock. PHN employs a multiple strategy fixed-income investment approach. Their actively managed funds and investment solutions provide access to a wide range of fixed-income instruments including money market, mortgage securities, Government bonds (federal provincial), corporate bonds, high-yield bonds and foreign bonds. | Finance |
Bloom Investment Counsel, Inc.
Bloom Investment Counsel, Inc. Investment ManagersFinance Bloom Investment Counsel specializes in North American income-oriented equities that seek to preserve and grow capital with a focus on minimizing risk. The firm employs an investment philosophy that is value-oriented and agnostic to market capitalization. They utilize fundamental analysis for stock selection. Bloom Funds are managed with a fully active, index agnostic investment management approach that utilizes bottom-up research analysis. Portfolios contain long-only positions and maintain a varying level of cash to protect against market corrections, or market over-valuation. | Finance |
Salman Partners, Inc.
Salman Partners, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Raymond James Ltd. (Broker)
Raymond James Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of British Columbia
 University of British Columbia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Seymour Investment Management Ltd. (Investment Management)
Seymour Investment Management Ltd. (Investment Management) Investment ManagersFinance Seymour-IM seeks to build and preserve their client’s wealth through long-term capital appreciation. The firm’s unique approach to investment management has enabled them to achieve superior risk-adjusted investment returns for the funds they manage and, ultimately, for their clients. They capitalize on attractive investment opportunities in areas that are under followed. | Finance |
