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Profil
Mr. Faqua has over fifteen years of investment experience managing equity accounts for pensions, foundations and individuals, in which he has consistently employed a Growth At A Reasonable Price (GARP) investment strategy.
He founded Appalachian Asset Mgmt.
in 1992.
He began his career in 1985 as a portfolio manager with a specialty in equities with Lee Robinson and Steine, a division of First American Bank, and went on to work with Charleston National Bank, now Banc One, as an equities portfolio manager prior to forming his own firm, Appalachian Asset Management (AAM), in 1992.
Mr. Fuqua holds a BS in Agriculture, with an emphasis in Agribusiness Economics, from Tennessee Technological University, and has earned various professional certificates from the Wharton School and the Association of Investment Management Research (AIMR).
He is an active member of AIMR (CFA Institute), and currently serves on the board of the YMCA as Treasurer.
Anciens postes connus de Knox Fuqua
| Sociétés | Poste | Fin |
|---|---|---|
Kanawha Investment & Trust Co.
 Kanawha Investment & Trust Co. Investment ManagersFinance To minimize clients' vulnerability to market whims, Kanawha diversifies their clients' stock portfolios across numerous stocks and economic sectors. They blend different categories of promising investments in a single portfolio. Equity portfolios hold a blend of growth and value stocks as well as a combination of large- and mid-sized companies. Kanawha focuses on large and medium-sized companies with sound growth potential that sell at a reasonable cost. On average, these companies tend to have low debt, above average dividends, strong earnings and a history of declining less in down markets than average stocks. To guard against interest rate and credit risk, Kanawha believes in laddered bond portfolios with bonds of grade 'A' or better and actively manages bond holdings to maximize growth as well as income potential. | Directeur de la Recherche - Actions | 01/03/2006 |
Appalachian Asset Management
 Appalachian Asset Management Investment ManagersFinance AAM invests primarily in a diversified portfolio of common stocks of US companies. The firm advisor selects stocks that they believe offer growth opportunities at a reasonable price based on several criteria, including p/e ratio, rate of earnings growth, management stability, past financial stability, the company's position in its industry and dividend records. The firm may sell all or a portion of their investment in a company if the company's p/e ratio moves significantly above its long-term (five year) average, or if the company experiences a dramatic, negative change in its earnings, rate of growth or industry leadership position. | President | 01/03/2006 |
Banc One Investment Advisors
 Banc One Investment Advisors Major BanksFinance A team of portfolio managers, research analysts and traders is responsible for the management of each equity portfolio. They employ a bottom-up approach, using proprietary research to analyze and evaluate securities on a stock-by-stock basis. The research process begins with a diverse universe of companies. For each company in the universe, analysts develop earnings and revenue estimates. The analysts use those forecasts to calculate 13 value, growth and risk variables, which are used to rank each stock. Using the forecast and ranking information, the analysts then code the stocks on a 5-point scale - from 1, which is the most attractive to 5, which is the least attractive. The equity teams review the recommendations and create an overall assessment of the stock. The teams select stocks for the portfolios that are attractively priced with improving fundamentals. In choosing fixed income securities, BOIA seeks to avoid market timing and interest rate speculation in favor of strategies providing more consistent value over time. The teams construct the portfolios by using a process that combines specific security selection with macro bond market factors. The firm's fixed income teams actively manage all aspects of the fixed income market using risk-management techniques to minimize volatility and add value through yield curve, sector, issue and duration decisions. | Gestionnaire de Portefeuille-Actions | 31/12/1991 |
First American Bank (Asset Management)
 First American Bank (Asset Management) Investment ManagersFinance First American Bank tailors a strategy that suits client’s comfort level and long-range goals. | Gestionnaire de Portefeuille-Actions | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Kanawha Investment & Trust Co.
Kanawha Investment & Trust Co. Investment ManagersFinance To minimize clients' vulnerability to market whims, Kanawha diversifies their clients' stock portfolios across numerous stocks and economic sectors. They blend different categories of promising investments in a single portfolio. Equity portfolios hold a blend of growth and value stocks as well as a combination of large- and mid-sized companies. Kanawha focuses on large and medium-sized companies with sound growth potential that sell at a reasonable cost. On average, these companies tend to have low debt, above average dividends, strong earnings and a history of declining less in down markets than average stocks. To guard against interest rate and credit risk, Kanawha believes in laddered bond portfolios with bonds of grade 'A' or better and actively manages bond holdings to maximize growth as well as income potential. | Finance |
Banc One Investment Advisors
Banc One Investment Advisors Major BanksFinance A team of portfolio managers, research analysts and traders is responsible for the management of each equity portfolio. They employ a bottom-up approach, using proprietary research to analyze and evaluate securities on a stock-by-stock basis. The research process begins with a diverse universe of companies. For each company in the universe, analysts develop earnings and revenue estimates. The analysts use those forecasts to calculate 13 value, growth and risk variables, which are used to rank each stock. Using the forecast and ranking information, the analysts then code the stocks on a 5-point scale - from 1, which is the most attractive to 5, which is the least attractive. The equity teams review the recommendations and create an overall assessment of the stock. The teams select stocks for the portfolios that are attractively priced with improving fundamentals. In choosing fixed income securities, BOIA seeks to avoid market timing and interest rate speculation in favor of strategies providing more consistent value over time. The teams construct the portfolios by using a process that combines specific security selection with macro bond market factors. The firm's fixed income teams actively manage all aspects of the fixed income market using risk-management techniques to minimize volatility and add value through yield curve, sector, issue and duration decisions. | Finance |
First American Bank (Asset Management)
First American Bank (Asset Management) Investment ManagersFinance First American Bank tailors a strategy that suits client’s comfort level and long-range goals. | Finance |
Appalachian Asset Management
Appalachian Asset Management Investment ManagersFinance AAM invests primarily in a diversified portfolio of common stocks of US companies. The firm advisor selects stocks that they believe offer growth opportunities at a reasonable price based on several criteria, including p/e ratio, rate of earnings growth, management stability, past financial stability, the company's position in its industry and dividend records. The firm may sell all or a portion of their investment in a company if the company's p/e ratio moves significantly above its long-term (five year) average, or if the company experiences a dramatic, negative change in its earnings, rate of growth or industry leadership position. | Finance |
