Profile
Mr. David Goldsmith is a VP, Portfolio Manager & Research Analyst at Baron Capital Management, Inc. and a Managing Director & Portfolio Manager at BAMCO, Inc. He joined Baron in 2006 as a research analyst and has over 23 years of research experience.
Mr. Goldsmith was previously employed as a research analyst at Claiborne Capital Group and an investment banking analyst in the health care group at Banc of America Securities.
He earned his MBA from The Wharton School of the University of Pennsylvania and graduated cum laude from Duke University with a BS in Economics.
David Goldsmith active positions
| Companies | Position | Start |
|---|---|---|
BAMCO, Inc.
BAMCO, Inc. Investment ManagersFinance BAMCO principally manages long-only investment strategies for capital appreciation with production of income incidental to that objective. Each portfolio manager’s ability to choose appropriate investments for an account has a significant impact on their ability to achieve an account’s investment objective. The firm’s investment professionals are focused on fundamental analyses of businesses. Their primary objective is to understand the key drivers of growth and profitability of each company in which they invest. | Analyst-Equity | 01/01/2006 |
Baron Capital Management, Inc.
Baron Capital Management, Inc. Investment ManagersFinance BCM utilizes a long-term, fundamental, active approach to growth investing. The firm’s primary objective is to understand the key drivers of growth and profitability of each company in which they invest. They build five-year proprietary valuation models to quantify a company’s opportunities and risks, and to estimate the intrinsic value of its business. | Analyst-Equity | 01/08/2006 |
Former positions of David Goldsmith
| Companies | Position | End |
|---|---|---|
Claiborne Capital Management LP
Claiborne Capital Management LP Investment ManagersFinance CCM is a value manager that uses fundamental stock picking and sector-based trading. They employ a combination of top-down and bottom-up analysis to seek primarily US large-cap stocks. For long positions, the firm seeks stocks with competitive advantages, low valuations, solid business models and strong management. For core short positions, CCM seeks stocks with low competitive advantages, high valuations relative to the market or sector and weak management. | Analyst-Equity | 01/01/2004 |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2001 |
Training of David Goldsmith
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 | 6 |
|---|---|
BAMCO, Inc.
BAMCO, Inc. Investment ManagersFinance BAMCO principally manages long-only investment strategies for capital appreciation with production of income incidental to that objective. Each portfolio manager’s ability to choose appropriate investments for an account has a significant impact on their ability to achieve an account’s investment objective. The firm’s investment professionals are focused on fundamental analyses of businesses. Their primary objective is to understand the key drivers of growth and profitability of each company in which they invest. | Finance |
Claiborne Capital Management LP
Claiborne Capital Management LP Investment ManagersFinance CCM is a value manager that uses fundamental stock picking and sector-based trading. They employ a combination of top-down and bottom-up analysis to seek primarily US large-cap stocks. For long positions, the firm seeks stocks with competitive advantages, low valuations, solid business models and strong management. For core short positions, CCM seeks stocks with low competitive advantages, high valuations relative to the market or sector and weak management. | Finance |
Duke University
Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Baron Capital Management, Inc.
Baron Capital Management, Inc. Investment ManagersFinance BCM utilizes a long-term, fundamental, active approach to growth investing. The firm’s primary objective is to understand the key drivers of growth and profitability of each company in which they invest. They build five-year proprietary valuation models to quantify a company’s opportunities and risks, and to estimate the intrinsic value of its business. | Finance |
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