![William A. Francis](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
Mr. Francis joined Walnut in 2002 and has more than 25 years of experience in securities research and portfolio management.
Prior to Walnut, he was Vice President of Addison Capital Management where he shared responsibilities for the management of their Large and Mid-Cap Value portfolios as well as their Exchange Traded funds (ETF) strategies.
Before Addison, Mr. Francis was Vice President and Manager of the Asset Management Group within the Private Banking Department of Wilmington Trust Company.
Rounding out his experience were positions with Landis Associates, a private advisory firm and PNC Bank.
He is a member of the Financial Analysts of Philadelphia and the Association for Investment Management and Research.
He currently serves as an adjunct professor of finance at Drexel University's Graduate School of Business.
Mr. Francis received his B.A. from Allegheny University.
Anciens postes connus de William A. Francis
| Sociétés | Poste | Fin |
|---|---|---|
Walnut Asset Management LLC
 Walnut Asset Management LLC Investment ManagersFinance Walnut's Large Cap Relative Value Equity portfolio is invested in large, profitable, high quality companies with low relative valuations across all market sectors. They seek value versus the S&P 500, industry peers or historic valuation levels. Their Mid Cap Value Equity portfolio is invested in stocks representing companies generally associated with the S&P 400 and Russell Midcap indexes while maintaining strict value characteristics within portfolios. The Active Index Core portfolio is managed with an ETF strategy that employs a market weighting process. This portfolio is benchmarked to the S&P 500. Walnut's Total Market Plus portfolio is also managed with an ETF strategy and is benchmarked to the Wilshire 5000 and Russell 3000 indexes with an active style, market cap and sector rotation components. Quality is the cornerstone of Walnut's fixed-income philosophy. The firm believes that fixed-income portfolios should be diversified across various sectors, types and maturities in an effort to protect principal, capture value in changing markets and generate consistent income returns. Their investment decision-making process combines the disciplines of total return and income management to form their active income approach. They examine yields in different sectors of the bond market, searching for value in the spreads between taxable corporate bonds and government bonds and between government bonds and tax-free municipals. Accounts are structured to meet specific client objectives while optimizing current income. Sectors that are wider than normal are overweighted and sectors are underweighted when spreads between a particular sector and Treasuries are tighter than the historical norm. Only securities that are rated investment grade or better are purchased. | Directeur de la Recherche - Actions | 01/01/2006 |
Addison Capital Management, LLC
 Addison Capital Management, LLC Investment ManagersFinance Provides investment counseling services | Gestionnaire de Portefeuille-Actions | 01/01/2002 |
Wilmington Trust of Pennsylvania
 Wilmington Trust of Pennsylvania Investment ManagersFinance WTP believes that to protect and grow their clients' wealth, it is essential to invest in competitively advantaged companies across all sectors, including leading-edge industries and technologies. Their equity strategy focuses on proven large-cap growth companies with long-term growth potential at attractive valuations. They seek to maximize after-tax returns through a long-term perspective and low portfolio turnover and manage risk through sector diversification and controlled industry weightings. A combined qualitative and quantitative approach provides a dynamic process that includes daily research meetings and weekly team meetings with portfolio managers. They seek to achieve superior, consistent performance through an active, disciplined investment process. WTP's fixed-income team uses analytical and trading tools to conduct active sector and maturity selection, perform yield curve analysis and effectively execute trading. | Gestionnaire de Portefeuille-Actions | 01/01/2002 |
Landis Associates LLC
 Landis Associates LLC Investment ManagersFinance Landis is a small-cap investor that seeks to identify dynamic market-leading companies demonstrating healthy growth, strong management and highly competitive products. Their stock selection process focuses on identifying companies that appear to have an extra edge in growth potential because of a special catalyst. Catalysts may include technological developments, changes in the marketplace, new management, new or unusually competitive products or other such factors. The firm's bottom-up process begins with the generation of ideas from a variety of sources including Landis' screenings of earnings reports, financial ratios and stock market behavior. Preliminary evaluation of possible investment opportunities measures the validity of the thesis that generated the idea and weighs the potential rewards against the downside risks. Companies meeting these preliminary tests are then subjected to more research and analysis. In addition to a fundamental review of a firm's financial strength and cash flow, emphasis is placed on assuring that it has strong management and market leading products. The objective is to fully understand the company including its products, its strategies, and its dynamics. Landis' research includes interviewing management and talking with well-informed industry, trade and analytical contacts. | Corporate Officer/Principal | 01/01/2002 |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | Corporate Officer/Principal | 01/01/2002 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | Finance |
Landis Associates LLC
Landis Associates LLC Investment ManagersFinance Landis is a small-cap investor that seeks to identify dynamic market-leading companies demonstrating healthy growth, strong management and highly competitive products. Their stock selection process focuses on identifying companies that appear to have an extra edge in growth potential because of a special catalyst. Catalysts may include technological developments, changes in the marketplace, new management, new or unusually competitive products or other such factors. The firm's bottom-up process begins with the generation of ideas from a variety of sources including Landis' screenings of earnings reports, financial ratios and stock market behavior. Preliminary evaluation of possible investment opportunities measures the validity of the thesis that generated the idea and weighs the potential rewards against the downside risks. Companies meeting these preliminary tests are then subjected to more research and analysis. In addition to a fundamental review of a firm's financial strength and cash flow, emphasis is placed on assuring that it has strong management and market leading products. The objective is to fully understand the company including its products, its strategies, and its dynamics. Landis' research includes interviewing management and talking with well-informed industry, trade and analytical contacts. | Finance |
Wilmington Trust of Pennsylvania
Wilmington Trust of Pennsylvania Investment ManagersFinance WTP believes that to protect and grow their clients' wealth, it is essential to invest in competitively advantaged companies across all sectors, including leading-edge industries and technologies. Their equity strategy focuses on proven large-cap growth companies with long-term growth potential at attractive valuations. They seek to maximize after-tax returns through a long-term perspective and low portfolio turnover and manage risk through sector diversification and controlled industry weightings. A combined qualitative and quantitative approach provides a dynamic process that includes daily research meetings and weekly team meetings with portfolio managers. They seek to achieve superior, consistent performance through an active, disciplined investment process. WTP's fixed-income team uses analytical and trading tools to conduct active sector and maturity selection, perform yield curve analysis and effectively execute trading. | Finance |
Addison Capital Management, LLC
Addison Capital Management, LLC Investment ManagersFinance Provides investment counseling services | Finance |
Walnut Asset Management LLC
Walnut Asset Management LLC Investment ManagersFinance Walnut's Large Cap Relative Value Equity portfolio is invested in large, profitable, high quality companies with low relative valuations across all market sectors. They seek value versus the S&P 500, industry peers or historic valuation levels. Their Mid Cap Value Equity portfolio is invested in stocks representing companies generally associated with the S&P 400 and Russell Midcap indexes while maintaining strict value characteristics within portfolios. The Active Index Core portfolio is managed with an ETF strategy that employs a market weighting process. This portfolio is benchmarked to the S&P 500. Walnut's Total Market Plus portfolio is also managed with an ETF strategy and is benchmarked to the Wilshire 5000 and Russell 3000 indexes with an active style, market cap and sector rotation components. Quality is the cornerstone of Walnut's fixed-income philosophy. The firm believes that fixed-income portfolios should be diversified across various sectors, types and maturities in an effort to protect principal, capture value in changing markets and generate consistent income returns. Their investment decision-making process combines the disciplines of total return and income management to form their active income approach. They examine yields in different sectors of the bond market, searching for value in the spreads between taxable corporate bonds and government bonds and between government bonds and tax-free municipals. Accounts are structured to meet specific client objectives while optimizing current income. Sectors that are wider than normal are overweighted and sectors are underweighted when spreads between a particular sector and Treasuries are tighter than the historical norm. Only securities that are rated investment grade or better are purchased. | Finance |
