Charles L. Norton
Portfolio Manager @Penn Davis Mcfarland, Inc
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WORK HISTORY
Portfolio Manager @Penn Davis Mcfarland, Inc
Co-manage $725 million concentrated equity portfolio, including idea generation, portfolio construction and risk management decisions. Strategy is opportunistic, unconstrained, growth biased but with stringent valuation criteria. Research process is centered around the development of an out-of-consensus thesis, and includes, in part: deep insights into industry and sector trends; thorough understanding of P&L drivers; valuation work to ascertain long-term value and to assess risk-reward; recognizing key controversies and developing a research-driven contrarian view; and identifying catalysts or drivers of change.
EDUCATION
Tulane University - A.B. Freeman School of Business
B.S. in Management, Finance
SKILLS
ABOUT CHARLES L. NORTON
Seasoned portfolio manager, equity analyst, CFA charterholder and team player, with deep…
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