Nate Byrd

Investment Committee Member at

Hamilton Point Investment Advisors LLC

Finance

Consumer Services

Profile

Mr. Nathan G.
Byrd, CFA MBA, is a Director at Hamilton Point Investment Advisors LLC.
In addition to providing investment management and financial planning services to Hamilton Point clients, Mr. Byrd is a member of the Investment Committee and a portfolio manager.
His experience includes serving as a co-portfolio manager for a mutual fund and various separately managed account strategies.
Before joining Hamilton Point in 2013, he worked at Altrius Capital Management as a Portfolio Manager, co-managing a mutual fund and several separate account investment strategies.
Prior to that, he was a Portfolio Manager for Wachovia Wealth Management, overseeing the investments for more than $800 million in private client assets.
He volunteers locally as President for the Rotary Club of Chapel Hill, on the Finance Committee for the North Carolina Botanical Gardens, and as a Trustee for the Eagles Nest Foundation.
Mr. Byrd earned his Bachelor of Science degree in Mathematical Economics from Wake Forest University in 2006.
He received a Masters in Business Administration from the University of North Carolina’s Kenan-Flagler School of Business in 2011.

Nate Byrd active positions

Companies	Position	Start
Hamilton Point Investment Advisors LLC Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point offers fixed income, equity and alternative investment strategies. The firm employs a fundamental approach as the primary method of analysis in developing investment strategies for their clients. They typically allocate client assets among equity, fixed income, mutual funds and pooled investment vehicles. Hamilton Point seeks to construct portfolios with an emphasis on quality and diversification. They utilize both top-down macroeconomic forecasting with rigorous bottom-up credit analysis in their investment process.	Investment Committee Member	2013-02-28

All active positions of Nate Byrd

Former positions of Nate Byrd

Companies	Position	End
Altrius Institutional Asset Management LLC Altrius Institutional Asset Management LLC Investment ManagersFinance Altrius Institutional Asset Management tends to invest in the stocks of US small-cap companies in the finance, process industries and electronic technology sectors.	Portfolio Manager-Equities	2012-12-30
Oak Value Capital Management, Inc. Oak Value Capital Management, Inc. Investment ManagersFinance Oak Value Capital Management is a GARP investment manager. The firm seeks to invest in high-quality companies with solid competitive advantages and capable, fair-minded management teams that can be purchased at sizable discounts from their intrinsic values. Their investment approach is based on the idea that current market price is not always an accurate reflection of a company's true worth. Oak Value Capital Management's investment horizon is 3 to 5 years. The firm builds focused portfolios consisting of 20 to 30 stocks. Though not limited by sector, the firm tends to invest in the stocks of companies in the finance, consumer non-durables and technology services sectors. They invest primarily in the stocks of US large-cap companies. Oak Value Capital Management maintains a low turnover rate	Analyst-Equity	2010-05-30
Wachovia Bank NA (Charlotte, North Carolina) Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Oak Value Capital Management, Inc. Oak Value Capital Management, Inc. Investment ManagersFinance Oak Value Capital Management is a GARP investment manager. The firm seeks to invest in high-quality companies with solid competitive advantages and capable, fair-minded management teams that can be purchased at sizable discounts from their intrinsic values. Their investment approach is based on the idea that current market price is not always an accurate reflection of a company's true worth. Oak Value Capital Management's investment horizon is 3 to 5 years. The firm builds focused portfolios consisting of 20 to 30 stocks. Though not limited by sector, the firm tends to invest in the stocks of companies in the finance, consumer non-durables and technology services sectors. They invest primarily in the stocks of US large-cap companies. Oak Value Capital Management maintains a low turnover rate	Finance
Wachovia Bank NA (Charlotte, North Carolina) Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services	Finance
Wake Forest University Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of North Carolina at Asheville The University of North Carolina at Asheville Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Hamilton Point Investment Advisors LLC Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point offers fixed income, equity and alternative investment strategies. The firm employs a fundamental approach as the primary method of analysis in developing investment strategies for their clients. They typically allocate client assets among equity, fixed income, mutual funds and pooled investment vehicles. Hamilton Point seeks to construct portfolios with an emphasis on quality and diversification. They utilize both top-down macroeconomic forecasting with rigorous bottom-up credit analysis in their investment process.	Finance
Altrius Institutional Asset Management LLC Altrius Institutional Asset Management LLC Investment ManagersFinance Altrius Institutional Asset Management tends to invest in the stocks of US small-cap companies in the finance, process industries and electronic technology sectors.	Finance

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