Samuel Caldwell

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Finance

Consumer Services

Profil

Samuel Caldwell worked as a Research Associate at Keefe, Bruyette & Woods, Inc. He then worked as a Research Associate at Truist Securities, Inc. for a brief period in 2002.
In 2000, he worked as an Analyst at Fountainhead Partners LP, and in 2001, he worked as an Analyst at Epic Learning LLC.
Caldwell received his undergraduate degree from Georgia Institute of Technology in 2000.

Ehemalige bekannte Positionen von Samuel Caldwell

Unternehmen	Position	Ende
Truist Securities, Inc. Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	31.12.2002
Epic Learning LLC	Corporate Officer/Principal	31.12.2001
Fountainhead Partners LP Fountainhead Partners LP Investment ManagersFinance Fountainhead invests primarily mid-cap companies in that focus on the electronic technology sector. The firm maintains a medium turnover rate. Fountainhead strives to determine the value of a business and identify discrepancies between that value and the price of publicly-traded securities across the capital structure. They employ an opportunistic, value-oriented investment strategy based on a fundamental bottom-up approach, investing primarily in publicly traded US securities. Fountainhead utilizes securities across the capital structure, including equity, credit, convertibles and options. They seek to generate attractive absolute returns over a 3 to 5 year time horizon while preserving capital on an annual basis. They will not pay a real economic cost to attempt to reduce the near-term volatility of funds they manage. They are not opposed to using modest amounts of leverage to potentially increase returns, but they do not use leverage to purchase low returning assets to achieve a high return on capital. Fountainhead limits the amount of capital invested in any single investment and size position based on the amount of permanent loss of capital they are willing to incur. They typically hold 50-80 individual positions in a portfolio that is concentrated enough to benefit from individual securities.	Corporate Officer/Principal	31.12.2000
Keefe, Bruyette & Woods, Inc. Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Unternehmensverbindungen

Private Unternehmen	5
Keefe, Bruyette & Woods, Inc. Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Truist Securities, Inc. Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Fountainhead Partners LP Fountainhead Partners LP Investment ManagersFinance Fountainhead invests primarily mid-cap companies in that focus on the electronic technology sector. The firm maintains a medium turnover rate. Fountainhead strives to determine the value of a business and identify discrepancies between that value and the price of publicly-traded securities across the capital structure. They employ an opportunistic, value-oriented investment strategy based on a fundamental bottom-up approach, investing primarily in publicly traded US securities. Fountainhead utilizes securities across the capital structure, including equity, credit, convertibles and options. They seek to generate attractive absolute returns over a 3 to 5 year time horizon while preserving capital on an annual basis. They will not pay a real economic cost to attempt to reduce the near-term volatility of funds they manage. They are not opposed to using modest amounts of leverage to potentially increase returns, but they do not use leverage to purchase low returning assets to achieve a high return on capital. Fountainhead limits the amount of capital invested in any single investment and size position based on the amount of permanent loss of capital they are willing to incur. They typically hold 50-80 individual positions in a portfolio that is concentrated enough to benefit from individual securities.	Finance
Georgia Institute of Technology Georgia Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Epic Learning LLC