Tom Stakem

Direktor der Forschung - Eigenkapital bei

Woodstock Corp.

Finance

Consumer Services

Miscellaneous

Profil

Mr. Thomas C.
Stakem is a Senior Vice President at Woodstock Corp.
He is on the Board of Directors at The National Association of Petroleum Investment Analysts.
He has more than forty years of investment management experience and joined Woodstock in 2003.
His investment research responsibilities focus on the banking and energy sectors, and he directs the firm’s energy strategy portfolio.
In addition, he is also the director of research and serves on the Investment Policy Committee.
Prior to joining Woodstock, Mr. Stakem was Director of Equity Research at Fleet Investment Advisors/Columbia Management Group and a Portfolio Manager with Cunningham, Henderson & Papin, Boston Safe Deposit & Trust, and Congress Asset Management.
He was a Research Analyst with David L.
Babson & Co., the Boston Company, and John Hancock Mutual Life Insurance Company.
Mr. Stakem is a twice-past president of the Petroleum Analysts of Boston.
He holds a B.B.A. in Finance and Accounting from Loyola Marymount University and an M.B.A. from Boston College.
He has been a charted financial analyst since 1975.

Aktive Positionen von Tom Stakem

Unternehmen	Position	Beginn
Woodstock Corp. Woodstock Corp. Investment ManagersFinance Woodstock seeks to generate reasonable long-term investment returns while avoiding excess portfolio turnover, and by diversifying portfolios to blunt the extremes of both market and company volatility. The firm generally focuses its investment strategies on the use of high-quality growth equity investments and debt securities. They also manages three sector strategies: energy, healthcare, and technology. Woodstock’s Investment Policy Committee manages the firm’s core buy and sell lists.	Direktor der Forschung - Eigenkapital	01.01.2003
The National Association of Petroleum Investment Analysts The National Association of Petroleum Investment Analysts Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals which specializes in the petroleum industry and the securities of its component companies	Direktor/Vorstandsmitglied	-

Alle aktiven Positionen von Tom Stakem

Ehemalige bekannte Positionen von Tom Stakem

Unternehmen	Position	Ende
Fleet Investment Advisors Fleet Investment Advisors Major BanksFinance Commercial banking	Corporate Officer/Principal	31.12.2002
Barings LLC Barings LLC Investment ManagersFinance Barings? investment decisions across all asset classes incorporate a comprehensive analysis that uses or combines top-down and/or bottom-up approaches to investment analysis. The firm utilizes economic, fundamental, technical/cyclical, and quantitative analyses, along with a sound understanding of both macro drivers and micro considerations in its investment decision-making process and to manage risk. They invest in a variety of fixed income and financing instruments across various industries as well as credit qualities and maturities in North America, Europe, Latin America, Africa/Middle East, and the Asia-Pacific region. Barings manages portfolios of public equity securities and equity-related securities of issuers of all sizes. The firm has teams focused on three alternative investment sectors: Real Estate, Private Equity & Real Assets, and Funds & Co-Investments.	Corporate Officer/Principal	-
John Hancock Mutual Life Insurance Co. John Hancock Mutual Life Insurance Co. Life/Health InsuranceFinance Provides life insurance products and services	Corporate Officer/Principal	-
Boston Co. Real Estate Counsel, Inc.	Corporate Officer/Principal	-
Cunningham Henderson & Papin, Inc. Cunningham Henderson & Papin, Inc. Investment Trusts/Mutual FundsMiscellaneous Investment management	Corporate Officer/Principal	-

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Unternehmensverbindungen

Private Unternehmen	10
Barings LLC Barings LLC Investment ManagersFinance Barings? investment decisions across all asset classes incorporate a comprehensive analysis that uses or combines top-down and/or bottom-up approaches to investment analysis. The firm utilizes economic, fundamental, technical/cyclical, and quantitative analyses, along with a sound understanding of both macro drivers and micro considerations in its investment decision-making process and to manage risk. They invest in a variety of fixed income and financing instruments across various industries as well as credit qualities and maturities in North America, Europe, Latin America, Africa/Middle East, and the Asia-Pacific region. Barings manages portfolios of public equity securities and equity-related securities of issuers of all sizes. The firm has teams focused on three alternative investment sectors: Real Estate, Private Equity & Real Assets, and Funds & Co-Investments.	Finance
Congress Asset Management Co. LLP Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset is a boutique asset manager focused on high quality equity and fixed income investing with a specialty in growth equities. The firm constructs high quality, high conviction, and high active share portfolios managed through a risk lens. They accomplish this through a disciplined, low turnover approach which emphasizes growth, profitability, franchise, and valuation. Congress Asset seeks to invest in companies with positive earnings growth, strong revenues, positive free cash flow, and sustainable margins, who demonstrate prudent use of leverage with shareholder conscious management teams. Their investment philosophy is to evaluate potential return per unit of risk using fundamental and relative valuations that employ a combination of top down and bottom-up techniques to deliver a consistent pattern of relative returns with minimal periods of underperformance.	Finance
Woodstock Corp. Woodstock Corp. Investment ManagersFinance Woodstock seeks to generate reasonable long-term investment returns while avoiding excess portfolio turnover, and by diversifying portfolios to blunt the extremes of both market and company volatility. The firm generally focuses its investment strategies on the use of high-quality growth equity investments and debt securities. They also manages three sector strategies: energy, healthcare, and technology. Woodstock’s Investment Policy Committee manages the firm’s core buy and sell lists.	Finance
Fleet Investment Advisors Fleet Investment Advisors Major BanksFinance Commercial banking	Finance
John Hancock Mutual Life Insurance Co. John Hancock Mutual Life Insurance Co. Life/Health InsuranceFinance Provides life insurance products and services	Finance
Cunningham Henderson & Papin, Inc. Cunningham Henderson & Papin, Inc. Investment Trusts/Mutual FundsMiscellaneous Investment management	Miscellaneous
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Loyola Marymount University Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The National Association of Petroleum Investment Analysts The National Association of Petroleum Investment Analysts Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals which specializes in the petroleum industry and the securities of its component companies	Commercial Services
Boston Co. Real Estate Counsel, Inc.