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Chase Oakley
Analyst-Equity bei
Eubel Brady & Suttman Asset Management, Inc.
Profil
Mr. Chase M.
Oakley, CFA MBA, is a Senior Securities Analyst at Eubel Brady & Suttman Asset Management, Inc. As a member of the Research Group, he is dedicated to equity and fixed income research.
This involves evaluating potential security candidates and analyzing current portfolio holdings.
Prior to joining EBS in 2013, he worked as a Portfolio Accountant for a hedge fund service firm.
He received his undergraduate degree from The Ohio State University and an MBA from Wright State University (Ohio).
Aktive Positionen von Chase Oakley
| Unternehmen | Position | Beginn |
|---|---|---|
Eubel Brady & Suttman Asset Management, Inc.
 Eubel Brady & Suttman Asset Management, Inc. Investment ManagersFinance EBS seeks to invest in businesses (stocks) that trade at a discount to the firm’s estimate of intrinsic value. The firm search for value in businesses, focuses on the long-term when evaluating businesses and people and think independently of the Wall Street crowd. Equity portfolios are typically diversified across several economic sectors and hold 25 to 35 securities that they believe are attractively priced. EBS may be void or overweight certain sectors. Individual equity positions are generally limited to 5% of the portfolio at initial purchase, and held for three to five years on average. A sell decision can be driven by a security becoming overpriced relative to our estimate of its intrinsic value, a deterioration of the fundamentals or outlook of the business, the position becoming too large in relation to the portfolio, the emergence of a more compelling opportunity or the recognition that their initial investment thesis was flawed. | Analyst-Equity | 01.01.2021 |
Ausbildung von Chase Oakley
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
76
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Eubel Brady & Suttman Asset Management, Inc.
Eubel Brady & Suttman Asset Management, Inc. Investment ManagersFinance EBS seeks to invest in businesses (stocks) that trade at a discount to the firm’s estimate of intrinsic value. The firm search for value in businesses, focuses on the long-term when evaluating businesses and people and think independently of the Wall Street crowd. Equity portfolios are typically diversified across several economic sectors and hold 25 to 35 securities that they believe are attractively priced. EBS may be void or overweight certain sectors. Individual equity positions are generally limited to 5% of the portfolio at initial purchase, and held for three to five years on average. A sell decision can be driven by a security becoming overpriced relative to our estimate of its intrinsic value, a deterioration of the fundamentals or outlook of the business, the position becoming too large in relation to the portfolio, the emergence of a more compelling opportunity or the recognition that their initial investment thesis was flawed. | Finance |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wright State University (Ohio)
 Wright State University (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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