Zac Smith

About Zac Smith

Portfolio Manager at Altrius Capital Management, focusing primarily on high yield corporate debt. Altrius Capital Management is an SEC registered investment management firm.Responsibilities at Altrius include but are not limited to:> Idea Generation - screening and identifying prospective high yield fixed income issues > Research - conducting research on individual companies and their respective industries > Analysis - performing fundamental credit analysis on both existing portfolio positions and prospective issues > Fixed Income Trading - constructing and executing block trade allocations for the firm\'s SMAs > Portfolio Management - monitoring and rebalancing client portfolios for tax efficiency and risk management*TESTIMONIALS ARE NOT PERMITTED BY LAW:The Securities and Exchange Commission (SEC) prohibits testimonials. As an investment advisory representative of Altrius Capital Management, I cannot display any testimonials of any kind, including LinkedIn Endorsements or Recommendations related to this position. While I thank you for sharing your satisfaction about Altrius Capital Management with your friends and colleagues, please do not post it publicly on this or any other website. We do not solicit testimonials and cannot be responsible for them. Per SEC regulations, any posts that can be interpreted as a testimonial will, respectfully, be removed; therefore, you will not find any quotes from satisfied clients posted on any public site.

Experience

1. Portfolio Manager

   Altrius Capital Management, Inc

   Nov 2014 — Present · Austin, TX, US

   Perform fundamental credit research and relative value assessments on an array of corporate bonds actively trading in the secondary market assessing the current leverage, debt schedule, covenant restrictions, liquidity profile, and cash flow generating capabilities of companies across multiple industries in order to identify compelling investments > Serve as the firm’s primary fixed income trader responsible for conducting and executing all fixed income purchases and sales for the firm’s SMAs> Monitor developments in both the domestic and global markets for material events affecting the price action of current and prospective strategy holdings in order to develop, orchestrate, and implement tactical trading strategies > Produce strategy commentary and investment ‘write-ups’ for the Unconstrained Fixed Income section of the firm’s quarterly newsletter; discussing performance attribution, composition characteristics, investment outlook for the coming quarter, and summaries of all newly established fixed income positions initiated during the quarter> Managed the entire trading process for the liquidation of the Altrius Enhanced Income mutual fund ($79.2 million total AUM at peak); negotiated all prices with multiple broker-dealers to obtain best execution on all asset sales

Education

• American University

  BSBA, Finance, Economics

  2004 — 2008

• The London School of Economics and Political Science (LSE)

  MSc., Political Theory

  2008 — 2009