John Donaldson

Director of Research - Fxd Inc at

Haverford Financial Services, Inc.

Finance

Consumer Services

Miscellaneous

Profile

Mr. John H.
Donaldson, CFA, is a Vice President & Director of Fixed Income at Haverford Financial Services, Inc. and at The Haverford Trust Co. He has over 50 years of experience in the investment industry; having worked with fixed income products since 1976.
In The Haverford Trust he leads the fixed income team and participates on the Investment Selection Committee to recommend fixed income strategies for the firm.
He also develops fixed income client relationships and manages their investment portfolios.
Prior to joining the firm, Mr. Donaldson was employed as a Managing Director by Logan Capital Management, Inc., a Portfolio Manager by 1838 Investment Advisors LP, a President by Rivus Bond Fund, and a Portfolio Manager by The Penn Mutual Life Insurance Co. He received his undergraduate degree from the University of Pennsylvania.

John Donaldson active positions

Companies	Position	Start
Haverford Financial Services, Inc. Haverford Financial Services, Inc. Investment ManagersFinance HFS applies a unified, disciplined investment approach that is consistent over time. The firm’s investment strategy emphasizes quality, risk control, consistency and discipline. Security selection is based on a bottom-up value approach.	Director of Research - Fxd Inc	01/08/2008
The Haverford Trust Co. The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to maximize returns while minimizing risk throughout the entire market cycle. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards.	Director of Research - Fxd Inc	01/08/2008

All active positions of John Donaldson

Former positions of John Donaldson

Companies	Position	End
1838 Investment Advisors LP 1838 Investment Advisors LP Investment ManagersFinance 1838's portfolio management team practices a bottom-up decision-making process along with quantitative screens. They do not market time, style rotate or sector rotate. Rather, they are fully invested at all times and remain sector neutral to the benchmark S&P 500. For fixed-income, the 1838 team focuses on yield curve analysis. They allocate funds from among U.S. treasuries, corporates and mortgage backed securities using a spread model that reflects 15 years of performance history. They screen each security for its structural soundness and long-term performance potential.	Analyst-Equity	26/05/2005
The Penn Mutual Life Insurance Co. The Penn Mutual Life Insurance Co. Life/Health InsuranceFinance Provides life insurance, annuity, wealth and asset management services	Corporate Officer/Principal	-
Logan Capital Management, Inc. Logan Capital Management, Inc. Investment ManagersFinance Logan Capital uses macroeconomic, fundamental and technical methods of analysis in selecting securities for clients' account. The firm’s range of equity and fixed income strategies focuses on high-conviction investments with strong returns.	Portfolio Manager-Fixed Income	-
INSIGHT SELECT INCOME FUND	President	-

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Linked companies

Private companies	7
1838 Investment Advisors LP 1838 Investment Advisors LP Investment ManagersFinance 1838's portfolio management team practices a bottom-up decision-making process along with quantitative screens. They do not market time, style rotate or sector rotate. Rather, they are fully invested at all times and remain sector neutral to the benchmark S&P 500. For fixed-income, the 1838 team focuses on yield curve analysis. They allocate funds from among U.S. treasuries, corporates and mortgage backed securities using a spread model that reflects 15 years of performance history. They screen each security for its structural soundness and long-term performance potential.	Finance
The Penn Mutual Life Insurance Co. The Penn Mutual Life Insurance Co. Life/Health InsuranceFinance Provides life insurance, annuity, wealth and asset management services	Finance
The Haverford Trust Co. The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to maximize returns while minimizing risk throughout the entire market cycle. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards.	Finance
Logan Capital Management, Inc. Logan Capital Management, Inc. Investment ManagersFinance Logan Capital uses macroeconomic, fundamental and technical methods of analysis in selecting securities for clients' account. The firm’s range of equity and fixed income strategies focuses on high-conviction investments with strong returns.	Finance
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Haverford Financial Services, Inc. Haverford Financial Services, Inc. Investment ManagersFinance HFS applies a unified, disciplined investment approach that is consistent over time. The firm’s investment strategy emphasizes quality, risk control, consistency and discipline. Security selection is based on a bottom-up value approach.	Finance
Insight Select Income Fund Insight Select Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous