Profil
William Thomas Hedges is currently the Managing Member & Chief Compliance Officer at Hedges Asset Management LLC.
Formerly, Mr. Hedges was Principal at UBS Financial Services, Inc. from 1998 to 2009 and Principal at RBC Capital Markets LLC from 2009 to 2021.
Postes actifs de William Hedges
| Sociétés | Poste | Début |
|---|---|---|
Hedges Asset Management LLC
Hedges Asset Management LLC Investment ManagersFinance Hedges AM employs fundamental analysis using data to evaluate a security’s intrinsic value. The firm’s portfolios use a combination of stocks, bonds, and cash for potential maximization of return vs risk. Higher risk profile accounts will contain a higher percentage of stocks ranging from 30- 100% of account value. Bonds will range between 0-60%. Cash range 0-60%. Lower risk profile accounts will have higher allocation toward bonds/cash. The general investment allocation is based on overall market outlook and potential risk adjusted returns. Portfolios generally holds 10-40 positions across industry groups, purchased individually. Industries can be over weighted, but generally not above 20% of the S&P 500 industry benchmarks. | Directeur Général | - |
Anciens postes connus de William Hedges
| Sociétés | Poste | Fin |
|---|---|---|
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/06/2021 |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | 01/01/2009 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Hedges Asset Management LLC
Hedges Asset Management LLC Investment ManagersFinance Hedges AM employs fundamental analysis using data to evaluate a security’s intrinsic value. The firm’s portfolios use a combination of stocks, bonds, and cash for potential maximization of return vs risk. Higher risk profile accounts will contain a higher percentage of stocks ranging from 30- 100% of account value. Bonds will range between 0-60%. Cash range 0-60%. Lower risk profile accounts will have higher allocation toward bonds/cash. The general investment allocation is based on overall market outlook and potential risk adjusted returns. Portfolios generally holds 10-40 positions across industry groups, purchased individually. Industries can be over weighted, but generally not above 20% of the S&P 500 industry benchmarks. | Finance |
















