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William Hardcastle
Corporate Officer/Principal chez
CFA Institute
Profil
William R.
Hardcastle is currently a Member at CFA Institute and a Member at CFA Society of Dallas-Fort Worth, Inc. Former positions include Principal at The Southern Co. from 1994 to 1999, Portfolio Manager at Discovery Management Ltd. from 1989 to 1991, Associate at Broadband Venture Partners LLC, and Chief Financial Officer & Head-Investor Relations at Westwood Holdings Group, Inc. in 2014.
Education includes an undergraduate degree from Southern Methodist University conferred in 1989 and an MBA from The Fuqua School of Business.
Postes actifs de William Hardcastle
| Sociétés | Poste | Début |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
CFA Society of Dallas-Fort Worth, Inc. | Corporate Officer/Principal | - |
Anciens postes connus de William Hardcastle
| Sociétés | Poste | Fin |
|---|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Directeur Financier/CFO | 18/08/2014 |
| SOUTHERN COMPANY | Corporate Officer/Principal | 31/12/1999 |
Discovery Management Ltd.
 Discovery Management Ltd. Investment ManagersFinance Discovery Management manages market neutral hedge fund that invests both long and short in a portfolio of approximately 150 to 300 stocks. The firm provides a variety of specialized research services. The portfolio selects both long and short positions using a combination of fundamental valuation metrics. Discovery Partners' fund seeks to be tax efficient and provide monthly liquidity. The portfolio selects both long and short positions using a combination of Sir John Templeton and Joel Greenblatt's fundamental valuation metrics approaches. In addition, a quality metric is used to evaluate earnings and financial statements. The portfolio holds a large number of positions in order to remain neutral to over 80 industry groups, styles, market-caps, market volatility and fluctuations in oil prices or the value of the US dollar versus the Euro. The firm specializes is designing stock selection processes that neutralize any unwanted exposures. Discovery Partners analyzes portfolios and calculates portfolios' unintentional exposures due to style, size, industry, the volatility index, the Euro, oil prices or specific sectors. For their clients that specialize in selecting their own long stock picks, the firm evaluates their portfolios and generates lists of short stocks that will complement the client's longs and eliminate unwanted style bets and factor exposures. | Gestionnaire de Portefeuille-Actions | 31/12/1991 |
Broadband Venture Partners LLC
 Broadband Venture Partners LLC Investment ManagersFinance Broadband Venture invests in companies located in the United States. The firm targets companies operating in the fields of information technology and software sectors. It provides financing for seed and early stage capital requirements. | Corporate Officer/Principal | - |
Formation de William Hardcastle
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
The Southern Co.
 The Southern Co. Electric UtilitiesUtilities Operates as a holding company through its subsidiaries operates, constructs and distributes gas, coal, nuclear, coal, hydro, wind & solar electricity projects and natural gas pipelines | Utilities |
Discovery Management Ltd.
Discovery Management Ltd. Investment ManagersFinance Discovery Management manages market neutral hedge fund that invests both long and short in a portfolio of approximately 150 to 300 stocks. The firm provides a variety of specialized research services. The portfolio selects both long and short positions using a combination of fundamental valuation metrics. Discovery Partners' fund seeks to be tax efficient and provide monthly liquidity. The portfolio selects both long and short positions using a combination of Sir John Templeton and Joel Greenblatt's fundamental valuation metrics approaches. In addition, a quality metric is used to evaluate earnings and financial statements. The portfolio holds a large number of positions in order to remain neutral to over 80 industry groups, styles, market-caps, market volatility and fluctuations in oil prices or the value of the US dollar versus the Euro. The firm specializes is designing stock selection processes that neutralize any unwanted exposures. Discovery Partners analyzes portfolios and calculates portfolios' unintentional exposures due to style, size, industry, the volatility index, the Euro, oil prices or specific sectors. For their clients that specialize in selecting their own long stock picks, the firm evaluates their portfolios and generates lists of short stocks that will complement the client's longs and eliminate unwanted style bets and factor exposures. | Finance |
Broadband Venture Partners LLC
Broadband Venture Partners LLC Investment ManagersFinance Broadband Venture invests in companies located in the United States. The firm targets companies operating in the fields of information technology and software sectors. It provides financing for seed and early stage capital requirements. | Finance |
Westwood Holdings Group, Inc.
 Westwood Holdings Group, Inc. Investment ManagersFinance Operates as a holding company though its subsidiaries provides investment and wealth management services | Finance |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
CFA Society of Dallas-Fort Worth, Inc. | |
The Fuqua School of Business
 The Fuqua School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
