Robert Franklin Carr

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Finance

Consumer Services

Profil

Mr. Carr founded Fiduciary Management Associates in 1980.
He is responsible for the overall management of the firm with emphasis on marketing and client services.
He is active in the business and philanthropic community of Chicago and currently serves on numerous boards.
Mr. Carr has over 35 years of industry experience and prior to founding FMA, was a senior partner with Investment Capital Management.
He received a Bachelor of Science degree in Business Administration from Babson College.

Anciens postes connus de Robert Franklin Carr

Sociétés	Poste	Fin
Fiduciary Management Associates LLC Fiduciary Management Associates LLC Investment ManagersFinance Fiduciary Management Associates (FMA) is a value manager that invests exclusively in US equity and fixed-income securities. The firm offers four principal products: small-cap value equity, large-cap value equity, large-cap core equity and core fixed-income. FMA takes both a top-down and bottom-up approach when selecting securities. For their small-cap value equity strategy, FMA uses a top-down approach to identify broad macroeconomic themes, the potential implications of economic indicators and sector trends, portfolio construction and industry-level strategy. They then employ rigorous fundamental analysis to identify potential investments from a universe of companies with between $200 million and $2 billion in market-cap. FAM looks for companies with attractive relative valuations, strong earnings and cash flow growth prospects, healthy balance sheets and excess cash flow. They generally hold 50 to 70 stocks and use the Russell 2000 Value Index as their benchmark. FMA's large-cap value equity approach seeks to identify stocks that are undervalued relative to their intrinsic value based on the company's earnings and cash flow predictability and growth. The firm incorporates their overall economic and market expectations into the strategy emphasizing a relative value approach within sectors and industries. They use top-down and bottom-up methodologies to construct portfolios, incorporating geopolitical, economic, currency and interest rate expectations into the strategy. These portfolios typically include 50 to 70 stocks. FAM looks for companies with relative valuation metrics comparable to the Russell 1000 Value Index that exhibit higher earnings growth expectations. They invest in companies with market-cap greater that $2 billion. The firm's large-cap core equity strategy focuses on large-cap companies that have predictable fundamentals, sustainable competitive advantages and high barriers to entry. They employ a research-based stock selection process, along with quantitative risk management, to identify companies that are expected to deliver consistent and competitive returns relative to the S&P 500 Index. FMA's fixed-income strategy seeks to construct a diversified portfolio of investment grade securities designed to outperform the Lehman Brothers Fixed Income Indices over a market cycle while controlling risk. They differentiate portfolios from the index by combining an appropriate level of interest rate, credit and option risk. FMA employs a traditional methodology in which both top-down and bottom-up analysis is used to maximize performance. The top-down macroeconomic fundamental analysis is combined with an ongoing review of market valuations to assess the current and expected financial and economic trends. A relative value methodology is employed across market sectors and within market segments and industries. Various quantitative tools combined with fundamental analysis are utilized to drive FMA's relative value approach to manage overall duration, credit and option risk. The firm invests in a diversified mix of US-based investment grade securities with varying maturities. Industries are reviewed on an ongoing basis to determine attractiveness, including macro factors such as barriers to entry, regulatory issues and competitive forces (both domestic and international). Credit worthiness is evaluated through a fundamental analysis of the industry/issuer utilizing both internal and external sources.	Président	12/06/2006

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Fiduciary Management Associates LLC Fiduciary Management Associates LLC Investment ManagersFinance Fiduciary Management Associates (FMA) is a value manager that invests exclusively in US equity and fixed-income securities. The firm offers four principal products: small-cap value equity, large-cap value equity, large-cap core equity and core fixed-income. FMA takes both a top-down and bottom-up approach when selecting securities. For their small-cap value equity strategy, FMA uses a top-down approach to identify broad macroeconomic themes, the potential implications of economic indicators and sector trends, portfolio construction and industry-level strategy. They then employ rigorous fundamental analysis to identify potential investments from a universe of companies with between $200 million and $2 billion in market-cap. FAM looks for companies with attractive relative valuations, strong earnings and cash flow growth prospects, healthy balance sheets and excess cash flow. They generally hold 50 to 70 stocks and use the Russell 2000 Value Index as their benchmark. FMA's large-cap value equity approach seeks to identify stocks that are undervalued relative to their intrinsic value based on the company's earnings and cash flow predictability and growth. The firm incorporates their overall economic and market expectations into the strategy emphasizing a relative value approach within sectors and industries. They use top-down and bottom-up methodologies to construct portfolios, incorporating geopolitical, economic, currency and interest rate expectations into the strategy. These portfolios typically include 50 to 70 stocks. FAM looks for companies with relative valuation metrics comparable to the Russell 1000 Value Index that exhibit higher earnings growth expectations. They invest in companies with market-cap greater that $2 billion. The firm's large-cap core equity strategy focuses on large-cap companies that have predictable fundamentals, sustainable competitive advantages and high barriers to entry. They employ a research-based stock selection process, along with quantitative risk management, to identify companies that are expected to deliver consistent and competitive returns relative to the S&P 500 Index. FMA's fixed-income strategy seeks to construct a diversified portfolio of investment grade securities designed to outperform the Lehman Brothers Fixed Income Indices over a market cycle while controlling risk. They differentiate portfolios from the index by combining an appropriate level of interest rate, credit and option risk. FMA employs a traditional methodology in which both top-down and bottom-up analysis is used to maximize performance. The top-down macroeconomic fundamental analysis is combined with an ongoing review of market valuations to assess the current and expected financial and economic trends. A relative value methodology is employed across market sectors and within market segments and industries. Various quantitative tools combined with fundamental analysis are utilized to drive FMA's relative value approach to manage overall duration, credit and option risk. The firm invests in a diversified mix of US-based investment grade securities with varying maturities. Industries are reviewed on an ongoing basis to determine attractiveness, including macro factors such as barriers to entry, regulatory issues and competitive forces (both domestic and international). Credit worthiness is evaluated through a fundamental analysis of the industry/issuer utilizing both internal and external sources.	Finance
Babson College Babson College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

Entreprise privées

Fiduciary Management Associates LLC

Investment ManagersFinance

Fiduciary Management Associates (FMA) is a value manager that invests exclusively in US equity and fixed-income securities. The firm offers four principal products: small-cap value equity, large-cap value equity, large-cap core equity and core fixed-income. FMA takes both a top-down and bottom-up approach when selecting securities. For their small-cap value equity strategy, FMA uses a top-down approach to identify broad macroeconomic themes, the potential implications of economic indicators and sector trends, portfolio construction and industry-level strategy. They then employ rigorous fundamental analysis to identify potential investments from a universe of companies with between $200 million and $2 billion in market-cap. FAM looks for companies with attractive relative valuations, strong earnings and cash flow growth prospects, healthy balance sheets and excess cash flow. They generally hold 50 to 70 stocks and use the Russell 2000 Value Index as their benchmark. FMA's large-cap value equity approach seeks to identify stocks that are undervalued relative to their intrinsic value based on the company's earnings and cash flow predictability and growth. The firm incorporates their overall economic and market expectations into the strategy emphasizing a relative value approach within sectors and industries. They use top-down and bottom-up methodologies to construct portfolios, incorporating geopolitical, economic, currency and interest rate expectations into the strategy. These portfolios typically include 50 to 70 stocks. FAM looks for companies with relative valuation metrics comparable to the Russell 1000 Value Index that exhibit higher earnings growth expectations. They invest in companies with market-cap greater that $2 billion. The firm's large-cap core equity strategy focuses on large-cap companies that have predictable fundamentals, sustainable competitive advantages and high barriers to entry. They employ a research-based stock selection process, along with quantitative risk management, to identify companies that are expected to deliver consistent and competitive returns relative to the S&P 500 Index. FMA's fixed-income strategy seeks to construct a diversified portfolio of investment grade securities designed to outperform the Lehman Brothers Fixed Income Indices over a market cycle while controlling risk. They differentiate portfolios from the index by combining an appropriate level of interest rate, credit and option risk. FMA employs a traditional methodology in which both top-down and bottom-up analysis is used to maximize performance. The top-down macroeconomic fundamental analysis is combined with an ongoing review of market valuations to assess the current and expected financial and economic trends. A relative value methodology is employed across market sectors and within market segments and industries. Various quantitative tools combined with fundamental analysis are utilized to drive FMA's relative value approach to manage overall duration, credit and option risk. The firm invests in a diversified mix of US-based investment grade securities with varying maturities. Industries are reviewed on an ongoing basis to determine attractiveness, including macro factors such as barriers to entry, regulatory issues and competitive forces (both domestic and international). Credit worthiness is evaluated through a fundamental analysis of the industry/issuer utilizing both internal and external sources.

Finance