Profile
Catherine Marie Lloyd currently works at Tocqueville Asset Management LP, as Equity Research Analyst from 2025.
Ms. Lloyd also formerly worked at Schafer Capital Management, Inc., as Director of Research in 1998, Poplar Forest Capital LLC, as Partner in 2025, Morgan Stanley & Co. LLC, as Principal, and Manufacturers Hanover Corp., as Principal.
Ms. Lloyd received her undergraduate degree in 1987 from Oregon State University and Masters Business Admin degree in 1993 from the University of Virginia Darden School of Business.
Cathy Lloyd active positions
| Companies | Position | Start |
|---|---|---|
Tocqueville Asset Management LP
Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run. | Analyst-Equity | 01/03/2025 |
Former positions of Cathy Lloyd
| Companies | Position | End |
|---|---|---|
Poplar Forest Capital LLC
Poplar Forest Capital LLC Investment ManagersFinance Poplar Forest is an active, contrarian-based investor that aims to achieve superior risk adjusted returns, net of fees and taxes, over full market cycles by investing in underappreciated companies and industries. The firm evaluates investment opportunities using bottom-up, fundamental analysis. | Analyst-Fixed Income | 01/03/2025 |
Schafer Capital Management, Inc.
Schafer Capital Management, Inc. Investment ManagersFinance Profile Unavailable. | Corporate Officer/Principal | 31/12/1998 |
Manufacturers Hanover Corp.
Manufacturers Hanover Corp. Financial ConglomeratesFinance Operates as a bank holding company | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Training of Cathy Lloyd
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Schafer Capital Management, Inc.
Schafer Capital Management, Inc. Investment ManagersFinance Profile Unavailable. | Finance |
Tocqueville Asset Management LP
Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run. | Finance |
Poplar Forest Capital LLC
Poplar Forest Capital LLC Investment ManagersFinance Poplar Forest is an active, contrarian-based investor that aims to achieve superior risk adjusted returns, net of fees and taxes, over full market cycles by investing in underappreciated companies and industries. The firm evaluates investment opportunities using bottom-up, fundamental analysis. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Oregon State University
Oregon State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Manufacturers Hanover Corp.
Manufacturers Hanover Corp. Financial ConglomeratesFinance Operates as a bank holding company | Finance |
University of Virginia Darden School of Business
University of Virginia Darden School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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