Profile
Mr. Patrick B. Faul, CFA, is Director of Research at LM Capital Group LLC.
He joined the firm in May 2017.
Prior to joining the LM Capital Group, Mr. Faul was previously employed as Vice President & Head of Credit Research by Calvert Investment Management, Inc., where he led a team of credit analysts responsible for analyzing fixed income securities for prospective purchase and sale, served as Portfolio Manager and was an active member of Calvert’s Valuation Committee, Fixed Income Strategy Committee, and Strategic Accountability Taskforce.
His professional experience further includes serving as Senior Treasury Analyst and Senior Investment Accountant for International City Management Association Retirement Corp.
He received his Bachelor of Science Degree in Economics, with a concentration in Finance from the University of Pennsylvania.
Patrick Brady Faul active positions
| Companies | Position | Start |
|---|---|---|
LM Capital Group LLC
LM Capital Group LLC Investment ManagersFinance LM Capital provides clients with attractive fixed income investment opportunities by utilizing a long-term, global macroeconomic methodology to assemble concentrated portfolios. Their proprietary portfolio construction process allows them to weather the volatility of the global bond markets in order to protect and grow assets for their clients over the long term. The firm employs an active management style that bases investment decisions on a top-down analysis—examining the structure, performance, behavior, and decision-making of the global economy. | Director of Research - Fxd Inc | 2017-04-30 |
Former positions of Patrick Brady Faul
| Companies | Position | End |
|---|---|---|
Missionsquare Retirement
Missionsquare Retirement Financial ConglomeratesFinance Offers financial planning and manages retirement plans | Corporate Officer/Principal | - |
Calvert Investment Management, Inc.
Calvert Investment Management, Inc. Investment ManagersFinance Calvert Investment Management offers over 40 equity, bond, cash and asset allocation investment strategies, many of which feature integrated corporate sustainability and responsibility research. Calvert's equity mutual funds include both domestic and internationally-focused funds in the small-, mid- and large-cap spaces and incorporate many investment styles including core, value and growth, in addition to sector funds, index funds, and conservative, moderate and aggressive allocation funds. Many of the equity funds feature Calvert's SRI investment strategies. Calvert's fixed-income strategies are designed to help clients preserve capital and generate reliable income by emphasizing fundamental credit research and top-down macroeconomic analysis with the goal of delivering superior risk-adjusted performance. The firm's fixed-income mutual funds include portfolios that invest in instruments with multitude of target maturities ranging from ultra-short to long-term. The funds employ an active trading strategy seeking relative value to earn incremental income and most invest primarily in investment grade securities of US corporations and the US government and its agencies. The firm uses a top-down approach to establish broad duration and yield curve techniques and to find relative value across the broad sectors of the bond market including corporate bonds, below-investment grade, high yield bonds, Treasuries, agency bonds, ABS, MBS and taxable municipal debt. | Director of Research - Fxd Inc | - |
Training of Patrick Brady Faul
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1st degree companies
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| Private companies | 4 |
|---|---|
Calvert Investment Management, Inc.
Calvert Investment Management, Inc. Investment ManagersFinance Calvert Investment Management offers over 40 equity, bond, cash and asset allocation investment strategies, many of which feature integrated corporate sustainability and responsibility research. Calvert's equity mutual funds include both domestic and internationally-focused funds in the small-, mid- and large-cap spaces and incorporate many investment styles including core, value and growth, in addition to sector funds, index funds, and conservative, moderate and aggressive allocation funds. Many of the equity funds feature Calvert's SRI investment strategies. Calvert's fixed-income strategies are designed to help clients preserve capital and generate reliable income by emphasizing fundamental credit research and top-down macroeconomic analysis with the goal of delivering superior risk-adjusted performance. The firm's fixed-income mutual funds include portfolios that invest in instruments with multitude of target maturities ranging from ultra-short to long-term. The funds employ an active trading strategy seeking relative value to earn incremental income and most invest primarily in investment grade securities of US corporations and the US government and its agencies. The firm uses a top-down approach to establish broad duration and yield curve techniques and to find relative value across the broad sectors of the bond market including corporate bonds, below-investment grade, high yield bonds, Treasuries, agency bonds, ABS, MBS and taxable municipal debt. | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Missionsquare Retirement
Missionsquare Retirement Financial ConglomeratesFinance Offers financial planning and manages retirement plans | Finance |
LM Capital Group LLC
LM Capital Group LLC Investment ManagersFinance LM Capital provides clients with attractive fixed income investment opportunities by utilizing a long-term, global macroeconomic methodology to assemble concentrated portfolios. Their proprietary portfolio construction process allows them to weather the volatility of the global bond markets in order to protect and grow assets for their clients over the long term. The firm employs an active management style that bases investment decisions on a top-down analysis—examining the structure, performance, behavior, and decision-making of the global economy. | Finance |
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