Profil
Ms. Carla N.
Taylor, CFA MBA, is a Senior Director at Fitch Ratings, Inc. Her responsibilities include corporate credit analysis for high-yield and investment grade companies in the restaurant, grocery retail, and food industries.
In addition to publishing issuer-specific research and topical commentaries, Carla leads and contributes to cross-sectional and global research publications with past topics including activist investors, the affordable care act, and global protein.
Carla regularly interviews and actively mentors junior analysts for the corporate finance team.
Prior to joining Fitch in March 2004, Ms. Taylor spent four years as Vice President of Equity Research for The Kenwood Group (acquired by Profit Investment Management in January 2006).
At Kenwood she recommended and monitored a diversified portfolio of mid-cap value consumer, financial, and healthcare stocks.
She began her investment career at the Northern Trust Corporation where she earned two title level promotions over a seven-year period.
While at Northern, she worked in Northern Trust Global Investments as an International Equity Analyst with an emphasis on large-cap growth consumer, media and telecommunications companies in Latin America and as a Product Manager for enhanced cash and structured investment products.
She earned a BA in Professional Options with an emphasis in Economics from The University of Chicago in 1992.
She subsequently, completed an M.B.A. in finance and organizational behavior from The University of Chicago Booth School of Business in 1993.
Carla earned the Chartered Financial Analyst designation in 2000.
Carla is a member of the CFA Society of Chicago where she serves as a judge for the Annual Research Challenge and has co-chaired the Career Management Advisory Group.
Aktive Positionen von Carla N. Taylor
| Unternehmen | Position | Beginn |
|---|---|---|
Fitch Ratings, Inc.
Fitch Ratings, Inc. Investment ManagersFinance Provides investment research | Analyst-Festverzinsliche Wertpapiere | 01.03.2004 |
Ehemalige bekannte Positionen von Carla N. Taylor
| Unternehmen | Position | Ende |
|---|---|---|
The Kenwood Group, Inc.
The Kenwood Group, Inc. Investment ManagersFinance Kenwood manages investments according to a consistent and disciplined approach that seeks to provide superior returns while keeping a low-risk profile. The firm is a value-oriented manager with a preference for well-managed companies that are priced below their inherent value for one of three reasons: they have been overlooked by the investment community, they are out of favor with the market or they are experiencing temporary problems. The primary focus is on mid-cap companies, a market segment in which Kenwood believes there are significant inefficiencies and therefore opportunities to realize superior returns. In the firm's judgment, this market niche tends to be more liquid than the small-cap market, and thus may represent lower risks while offering comparable returns to the small-cap market. Investing exclusively in equities, they believe that superior performance can result from emphasizing stocks with minimal downside risk, rather than seeking those with extraordinary upside potential. Stocks with a record of paying dividends are preferred, since dividends can provide downside protection in a volatile or weak market. This approach is designed with the intent to outperform the S&P 500 index over a full market cycle. Most stocks in their portfolios are held for long periods. However, their disciplined approach to management mandates the sale of a stock that moves significantly above its target price. Stocks that perform poorly will generally be averaged down, unless fundamental changes dictate otherwise. Rather than engaging in market timing, Kenwood believes in maintaining a fully invested position. Moderate cash positions normally reflect a dearth of attractive opportunities, rather than attempts to time the market. | Corporate Officer/Principal | 28.02.2004 |
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Corporate Officer/Principal | 30.06.2000 |
Ausbildung von Carla N. Taylor
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
The Kenwood Group, Inc.
The Kenwood Group, Inc. Investment ManagersFinance Kenwood manages investments according to a consistent and disciplined approach that seeks to provide superior returns while keeping a low-risk profile. The firm is a value-oriented manager with a preference for well-managed companies that are priced below their inherent value for one of three reasons: they have been overlooked by the investment community, they are out of favor with the market or they are experiencing temporary problems. The primary focus is on mid-cap companies, a market segment in which Kenwood believes there are significant inefficiencies and therefore opportunities to realize superior returns. In the firm's judgment, this market niche tends to be more liquid than the small-cap market, and thus may represent lower risks while offering comparable returns to the small-cap market. Investing exclusively in equities, they believe that superior performance can result from emphasizing stocks with minimal downside risk, rather than seeking those with extraordinary upside potential. Stocks with a record of paying dividends are preferred, since dividends can provide downside protection in a volatile or weak market. This approach is designed with the intent to outperform the S&P 500 index over a full market cycle. Most stocks in their portfolios are held for long periods. However, their disciplined approach to management mandates the sale of a stock that moves significantly above its target price. Stocks that perform poorly will generally be averaged down, unless fundamental changes dictate otherwise. Rather than engaging in market timing, Kenwood believes in maintaining a fully invested position. Moderate cash positions normally reflect a dearth of attractive opportunities, rather than attempts to time the market. | Finance |
Fitch Ratings, Inc.
Fitch Ratings, Inc. Investment ManagersFinance Provides investment research | Finance |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Finance |
















