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Profil
Mr. Paul C.
Broughton, CFA, is an Assistant Portfolio Manager at Forward Management LLC.
He specializes in North American equities.
Prior to joining Forward in December 2010, Mr. Broughton held various roles in fixed income portfolio management and trading with Pacific Capital Bancorp and American Century Investments.
He began his career with State Street in fund accounting.
He is a CFA charterholder and holds a Bachelor of Science in accounting and business administration from the University of Kansas.
Anciens postes connus de Paul Curtis Broughton
| Sociétés | Poste | Fin |
|---|---|---|
Forward Management LLC
 Forward Management LLC Investment ManagersFinance Forward Management offers investment management and advisory services in the following investment strategies: US Dividend Signal Portfolio, International Dividend Signal ADR and Institutional Portfolio, Global Dividend Signal Portfolio, Small-Mid Core Portfolio, Global All-Cap Dividend Signal Portfolio, Tactical Growth Portfolio, and Adaptive Income Portfolio. The US Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in larger, established companies located in the US. It invests primarily in high quality common stocks that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Global Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in companies located around the world. It invests primarily in common stocks and ADRs that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Small-Mid Core Portfolio seeks to achieve above-average returns by constructing a style and sector diversified portfolio of small- and mid-sized company stocks. It invests in companies with earnings primarily focused on one business with reasonable valuations. The Global All Cap Dividend Signal Portfolio is a combination of the Global Dividend Signal and Small-Mid Core Strategies. The Tactical Growth Portfolio seeks to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the market itself. It is designed to evaluate potential long and short investments in an attempt to isolate those securities believed to be undervalued or overvalued relative to their intrinsic value and offer the greatest risk-adjusted potential for returns. The Adaptive Income Portfolio seeks to produce the highest level of income given a target level of risk. It invests across a diverse range of ETFs and dynamically adjusts the portfolio’s mix of assets to adapt to changing markets conditions. | Gestionnaire de Portefeuille-Actions | 01/10/2018 |
Sacramento Municipal Utility District (California)
 Sacramento Municipal Utility District (California) Electric UtilitiesUtilities Supplies electricity to retail and wholesale customers | Corporate Officer/Principal | - |
Pacific Capital Bancorp (Santa Barbara, California)
 Pacific Capital Bancorp (Santa Barbara, California) Major BanksFinance National commercial bank | Corporate Officer/Principal | 31/12/2009 |
American Century Investments Value Yield LLC
 American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services Provides asset management services | Corporate Officer/Principal | - |
| STATE STREET CORPORATION | Corporate Officer/Principal | 31/05/1997 |
Formation de Paul Curtis Broughton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
49
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
State Street Corp.
 State Street Corp. Investment Banks/BrokersFinance Operates as bank holding company which provides custody, accounting, fund administration and investment management services | Finance |
Pacific Capital Bancorp (Santa Barbara, California)
Pacific Capital Bancorp (Santa Barbara, California) Major BanksFinance National commercial bank | Finance |
Forward Management LLC
Forward Management LLC Investment ManagersFinance Forward Management offers investment management and advisory services in the following investment strategies: US Dividend Signal Portfolio, International Dividend Signal ADR and Institutional Portfolio, Global Dividend Signal Portfolio, Small-Mid Core Portfolio, Global All-Cap Dividend Signal Portfolio, Tactical Growth Portfolio, and Adaptive Income Portfolio. The US Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in larger, established companies located in the US. It invests primarily in high quality common stocks that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Global Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in companies located around the world. It invests primarily in common stocks and ADRs that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Small-Mid Core Portfolio seeks to achieve above-average returns by constructing a style and sector diversified portfolio of small- and mid-sized company stocks. It invests in companies with earnings primarily focused on one business with reasonable valuations. The Global All Cap Dividend Signal Portfolio is a combination of the Global Dividend Signal and Small-Mid Core Strategies. The Tactical Growth Portfolio seeks to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the market itself. It is designed to evaluate potential long and short investments in an attempt to isolate those securities believed to be undervalued or overvalued relative to their intrinsic value and offer the greatest risk-adjusted potential for returns. The Adaptive Income Portfolio seeks to produce the highest level of income given a target level of risk. It invests across a diverse range of ETFs and dynamically adjusts the portfolio’s mix of assets to adapt to changing markets conditions. | Finance |
American Century Investments Value Yield LLC
American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services Provides asset management services | Commercial Services |
Sacramento Municipal Utility District (California)
Sacramento Municipal Utility District (California) Electric UtilitiesUtilities Supplies electricity to retail and wholesale customers | Utilities |
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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