Doucet Asset Management LLC

Doucet Asset Management LLC

Doucet Asset Management LLC

Overview
Date Founded

2006

Headquarters

2204 Lakeshore Drive, Suite 304 Birmingham AL United States 35209

Type of Company

Private

Employees (Worldwide)

3

Industries

Investment Services & Portfolio Management

Company Description

Doucet Asset Management sources investments for clients based on their proprietary research. The firm primarily seeks investment opportunities that combine a fundamental value play with a meaningful growth proposition. They build portfolios from the bottom-up, focusing on the merits of each individual investment while considering the overall parameters of the client's entire portfolio. Doucet Asset Management manages two equity model portfolios, a hedge fund model and two fixed-income portfolios. They also engage in the transactional securities business. Doucet Asset Management tends to invest in the stocks of small-cap US companies in the distribution services, technology Services and electronic technology sectors. The firm is known to engage in shareholder activist investment strategies.Doucet Asset Management's fixed-income strategies are designed to meet each client's unique cash flow requirements while reducing volatility risk. The firm may recommend allocating a portion of overall assets to a fixed-income strategy through investments in municipal bonds, MBS, corporate bonds and/or government agency securities. Doucet Asset Management conducts primary research on every bond they buy and sell and this research is augmented by the opinions of their trusted industry contacts. Regarding execution, they seek to buy below the bid side and sell above the offer side and to eliminate costly layers of infrastructure which fail to add value to the process.In addition, Doucet Asset Management manages two separately managed account portfolios: (1) a growth and income portfolio and (2) an all-cap growth portfolio. Each are portfolio is based on the premise that financial markets are inherently inefficient and these inefficiencies provide opportunities. The firm places emphasis on measuring the relative value of securities over long periods of time and over different economic cycles. Their approach strives to minimize the downside performance risk a stock may have on a portfolio and to maximize a stocks upside potential.

Executives & Employees

Chief Compliance Officer

Director of Fixed Income

Director of Insurance

Professional

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