Todd Sheridan

Analyst-Equity at

David Vaughan Investments LLC

Consumer Services

Finance

Producer Manufacturing

Profile

Mr. Todd M.
Sheridan, CFA, is a Vice President of Portfolio Management, Research & Partner at David Vaughan Investments LLC.
His primary role with the firm includes his membership on the DVI Investment Committee and his leadership position on that committee spearheading a quantitative research process that is geared towards enhancing our equity investment selection process.
In addition to these primary duties, he is also active on a daily basis overseeing individual and institutional client portfolios and meeting with those clients as appropriate.
He joined David Vaughan Investments as firm's Senior Portfolio Manager and was promoted to Vice President in January 2006.
Mr. Sheridan began his career with a variety of corporate treasury assignments at Caterpillar, Inc. In 1992, he joined Caterpillar Investment Management Ltd., Caterpillar's investment subsidiary and ultimately assumed a leadership position as a portfolio manager, responsible for more than $1 billion of equity and fixed income assets.
He graduated with a bachelor's degree in Finance from the University of Illinois-Urbana/Champaign in 1988.
He earned the Chartered Financial Analyst designation in 1995.

Todd Sheridan active positions

Companies	Position	Start
David Vaughan Investments LLC David Vaughan Investments LLC Investment ManagersFinance DVI builds custom portfolios, each based on a client’s unique set of income and growth objectives, risk tolerance levels and tax considerations. The core DVI investment strategy involves managing client assets in an equity strategy with a long-term focus. The firm uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. To complement their core equity strategy, the firm takes a conservative buy-and-hold approach to fixed income management, purchasing only high quality, investment-grade securities. The fixed income component of clients' portfolios generally carries an aggregate investment grade credit rating of A2 / A or higher. Certain client situations may require DVI to utilize a balanced or mutual fund based strategy for managing their assets.	Analyst-Equity	2005-12-31

All active positions of Todd Sheridan

Former positions of Todd Sheridan

Companies	Position	End
CATERPILLAR INC.	Corporate Officer/Principal	-
Caterpillar Investment Management Ltd. Caterpillar Investment Management Ltd. Investment ManagersFinance As the adviser of the Preferred Group of Mutual funds, CIML selects independent investment management firms to manage each of the funds. To select fund managers, they use the same evaluation criteria used by the Caterpillar Inc. pension fund. They continue to monitor managers after they are selected. Face-to-face meetings are held with the investment managers, investment process of each firm is evaluated annually, fund performance is tracked and compared to a suitable benchmark and funds are evaluated for drift from their designated investment style.	Portfolio Manager-Equities	1998-12-30

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Linked companies

Private companies	5
Caterpillar, Inc. Caterpillar, Inc. Trucks/Construction/Farm MachineryProducer Manufacturing Manufactures construction and mining equipment, diesel & natural gas engines and industrial gas turbines	Producer Manufacturing
David Vaughan Investments LLC David Vaughan Investments LLC Investment ManagersFinance DVI builds custom portfolios, each based on a client’s unique set of income and growth objectives, risk tolerance levels and tax considerations. The core DVI investment strategy involves managing client assets in an equity strategy with a long-term focus. The firm uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. To complement their core equity strategy, the firm takes a conservative buy-and-hold approach to fixed income management, purchasing only high quality, investment-grade securities. The fixed income component of clients' portfolios generally carries an aggregate investment grade credit rating of A2 / A or higher. Certain client situations may require DVI to utilize a balanced or mutual fund based strategy for managing their assets.	Finance
Caterpillar Investment Management Ltd. Caterpillar Investment Management Ltd. Investment ManagersFinance As the adviser of the Preferred Group of Mutual funds, CIML selects independent investment management firms to manage each of the funds. To select fund managers, they use the same evaluation criteria used by the Caterpillar Inc. pension fund. They continue to monitor managers after they are selected. Face-to-face meetings are held with the investment managers, investment process of each firm is evaluated annually, fund performance is tracked and compared to a suitable benchmark and funds are evaluated for drift from their designated investment style.	Finance
University of Illinois University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
South Texas College South Texas College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services