Joseph Wilkins Donaldson

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Profile

Mr. Joseph W.
Donaldson is a Founder & Managing Partner at Forsyth Capital LLC.
His responsibilities include portfolio management, equity research, marketing, and administration.
In 1985, Mr. Joseph Donaldson began his professional career with Price Waterhouse in Atlanta, Georgia.
From 1988 to 1990, he worked in the investment bank audit group of Citibank’s New York office.
From 1990 to 1998, he worked in real estate workouts at Lehman Brothers, Inc. and then as an Analyst in Lehman’s equity research department.
He joined the buy-side in 1998 joining First Manhattan Company, a value-oriented investment management firm.
While there, Mr. Donaldson provided fundamentally based U.S.
equity research for the company’s 10 plus portfolio managers.
From 2001 to 2008, he worked as a Senior Equity Analyst at Steinberg Asset Management before joining Epoch Investment Partners in 2005 (several employees left Steinberg Asset Management to form Epoch Investment Partners).
While at Epoch, Joseph co-managed the firm’s small cap U.S.
equity product while also providing research support to the firm’s all cap U.S.
equity product.
In 2008, he joined McClain Value Management LLC, a Connecticut-based investment management firm, as a Partner and ran the firm’s small cap U.S.
equity product.
He received his undergraduate degree from the University of Georgia and an MBA from Columbia Business School.

Former positions of Joseph Wilkins Donaldson

Companies	Position	End
McClain Value Management LLC McClain Value Management LLC Investment ManagersFinance MVM offers long-term, value-based portfolios that invest in publicly traded stocks: Select Value and Tactical Value. The firm’s traditional strategy, Select Value, is an all-cap strategy, while Tactical Value is an absolute-return-oriented strategy. They invest primarily in stocks that are out-of-favor, enjoy quality underlying assets, and are either undergoing change or offer attractive free cash flow. Bottom-up elements are critical to their approach.	Portfolio Manager-Equities	2021-03-31
Epoch Investment Partners, Inc. Epoch Investment Partners, Inc. Investment ManagersFinance TD Epoch’s investment approach for equity strategies is based on bottom-up, fundamental research, seeking companies that can grow free cash flow and allocate it intelligently for the benefit of shareholders or have superior earnings growth. Their approach to portfolio construction for fixed income strategies is disciplined and focuses on sector allocation, yield curve analysis and credit quality.	Analyst-Equity	2007-12-30
Steinberg Asset Management LLC Steinberg Asset Management LLC Investment ManagersFinance SAM is a value equity adviser that focuses on creating portfolios of long-term investments with an asymmetric risk/reward profile. Portfolios are built from the bottom-up through in-house fundamental research. It typically consists of 15-30 Steinberg Stocks which SAM believes the risk of permanent loss of capital is small while the opportunity to grow capital over a three to five-year investment horizon is significant.	Analyst-Equity	2004-12-30
Forsyth Capital LLC Forsyth Capital LLC Investment ManagersFinance Forsyth Capital only provides one investment strategy which is a concentrated US small-cap strategy. The firm follows a long-term value approach to investing. They invest primarily in stocks that are out-of-favor, enjoy quality underlying assets and are either undergoing change or offer attractive free cash flow. Forsyth Capital utilizes strict sell disciplines which reduce out-sized losses in any position. Bottom-up elements are critical to their approach. Stocks must meet their prerequisites for being out-of-favor and possessing solid to top quality assets and are typically undergoing change and/or have attractive free cash flow.	Founder	-
PricewaterhouseCoopers LLP PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services	Corporate Officer/Principal	-

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Linked companies

Private companies	10
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
First Manhattan Co. First Manhattan Co. Investment ManagersFinance FMC seeks to deliver long-term value through an investment approach aligned with clients' goals and driven by in-house, proprietary research.	Finance
Steinberg Asset Management LLC Steinberg Asset Management LLC Investment ManagersFinance SAM is a value equity adviser that focuses on creating portfolios of long-term investments with an asymmetric risk/reward profile. Portfolios are built from the bottom-up through in-house fundamental research. It typically consists of 15-30 Steinberg Stocks which SAM believes the risk of permanent loss of capital is small while the opportunity to grow capital over a three to five-year investment horizon is significant.	Finance
Voya Investment Management Co. LLC Voya Investment Management Co. LLC Investment ManagersFinance Voya IM offers differentiated solutions across fixed income, equity and multi-asset platforms, including private markets and alternatives. The firm’s equity disciplines are organized as a series of discrete competencies managed by specialist teams and supported by centralized quantitative and sector-specific fundamental research. Top-down macro themes shape overall fixed income strategy and provide the context for bottom-up security selection.	Finance
PricewaterhouseCoopers LLP PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services	Commercial Services
McClain Value Management LLC McClain Value Management LLC Investment ManagersFinance MVM offers long-term, value-based portfolios that invest in publicly traded stocks: Select Value and Tactical Value. The firm’s traditional strategy, Select Value, is an all-cap strategy, while Tactical Value is an absolute-return-oriented strategy. They invest primarily in stocks that are out-of-favor, enjoy quality underlying assets, and are either undergoing change or offer attractive free cash flow. Bottom-up elements are critical to their approach.	Finance
Epoch Investment Partners, Inc. Epoch Investment Partners, Inc. Investment ManagersFinance TD Epoch’s investment approach for equity strategies is based on bottom-up, fundamental research, seeking companies that can grow free cash flow and allocate it intelligently for the benefit of shareholders or have superior earnings growth. Their approach to portfolio construction for fixed income strategies is disciplined and focuses on sector allocation, yield curve analysis and credit quality.	Finance
University of Georgia University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Columbia Business School Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Forsyth Capital LLC Forsyth Capital LLC Investment ManagersFinance Forsyth Capital only provides one investment strategy which is a concentrated US small-cap strategy. The firm follows a long-term value approach to investing. They invest primarily in stocks that are out-of-favor, enjoy quality underlying assets and are either undergoing change or offer attractive free cash flow. Forsyth Capital utilizes strict sell disciplines which reduce out-sized losses in any position. Bottom-up elements are critical to their approach. Stocks must meet their prerequisites for being out-of-favor and possessing solid to top quality assets and are typically undergoing change and/or have attractive free cash flow.	Finance