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 Fixed Income Team |
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Fixed Income Team
The SGI Fixed Income Team integrates economic and fundamental
analysis techniques to opportunistically select securities with
strong relative valuations. Through this time-tested approach, the
team seeks to uncover investment opportunities often overlooked by
the rest of Wall Street.
David Toussaint,
CFA, CPA
Portfolio Manager
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David has more than 20 years of experience in the financial
industry. He currently manages Security Global Investors' (SGI's)
successful line-up of High Yield Fixed-income Strategies. In this
role, David is responsible for developing, researching and
executing on his team's macroeconomic and industry analysis to
uncover hidden opportunities in the credit market. David joined
Security Global Investors in January 2000 as a senior investment
analyst and was promoted to portfolio manager later that same year.
Prior to joining the Security Global Investors team, David was a
fixed-income credit research analyst and an investment accounting
manager for Allstate Insurance. David earned a bachelor's degree in
economics from the University of Illinois, a master's of science in
accounting from DePaul University and an MBA in finance from the
University of Chicago. David is a certified public accountant and
has earned the right to use the Chartered Financial Analyst® designation. He is a member of the
CFA Institute, the Kansas City CFA Society and the American
Institute of Certified Public Accountants.
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Daniel W. Portanova
Portfolio Manager
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Dan has more than 26 years of experience in managing
fixed-income securities. He currently manages the U.S. Intermediate
Bond portfolio and co-manages both the Mid-and-Large-Cap Growth
portfolios. He also serves as lead analyst for the fixed-income
markets at SGI. In this role, Dan helps to determine the current
and future landscape of the U.S. economy, as well as evaluates the
credit worthiness of individual positions within the firm's Mid-Cap
and Large-Cap Growth equity portfolios. In his career, Dan has
served as director, senior vice president and treasurer of Groupama
Asset Management, portfolio manager for General Reinsurance and
managing director at General Reinsurance Asset Management, where he
was responsible for more than $4 billion in assets. Prior to
joining the firm, he was managing director and portfolio manager
for Nationwide Separate Accounts LLC. Dan began his career as an
institutional corporate bond trader at Smith Barney, Harris and
Upham Inc. Dan earned an MBA from Duke University's Fuqua School of
Business and a bachelor's degree in economics from Boston
College.
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