David Michael Potter

Partner & Portfolio Manager at Fuller & Thaler Asset Management, Inc.

David Michael Potter

David Michael Potter

Partner & Portfolio Manager at Fuller & Thaler Asset Management, Inc.

Biography

Mr. David M. Potter, CFA MBA, is a Partner & Portfolio Manager at Fuller & Thaler Asset Management, Inc. He is responsible for Small-Cap Value and Mid-cap Value strategies. He has been with the firm since 2005 and has been in the industry since 1994. He is an owner of the firm and a member of the Board of Directors.Prior to joining Fuller & Thaler, Mr. Potter was a Vice President at Goldman Sachs. Previously, he was an Associate Director at Scotia Capital Markets.Mr. Potter received his BA (honors) in Economics and Finance from McGill University in Montreal and his MBA (honors) in Finance from the University of Chicago. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.

Overview
RelSci Relationships

2637

Number of Boards

1

Number of Awards

1

Contact Data
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Founder & Chief Investment Officer at Fuller & Thaler Asset Management, Inc.

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Founder at Fuller & Thaler Asset Management, Inc.

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Partner & Portfolio Manager at Fuller & Thaler Asset Management, Inc.

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Partner, Chief Financial Officer & CCO at Fuller & Thaler Asset Management, Inc.

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Partner & Director of Trading at Fuller & Thaler Asset Management, Inc.

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Partner at Fuller & Thaler Asset Management, Inc.

Relationship likelihood: Strong

Partner & Portfolio Manager at Fuller & Thaler Asset Management, Inc.

Relationship likelihood: Strong

Partner & Head of Risk Management at Fuller & Thaler Asset Management, Inc.

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Partner at Fuller & Thaler Asset Management, Inc.

Relationship likelihood: Strong

Partner & Portfolio Manager at Fuller & Thaler Asset Management, Inc.

Relationship likelihood: Strong

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David Michael Potter
Partner & Portfolio Manager at Fuller & Thaler Asset Management, Inc.
Education
BA in Economics & Finance, Honors

McGill University is a public research university located in Montreal, Quebec, Canada. Founded in 1821 during the British colonial era, the university bears the name of James McGill, a prominent Montreal merchant from Glasgow, Scotland and alumnus of Glasgow University, whose bequest formed the beginning of the university.

MBA in Finance, Honors

The University of Chicago Booth School of Business is a graduate business school located in Chicago, Illinois, at the University of Chicago. Formerly known as the University of Chicago Graduate School of Business, Chicago Booth is the second-oldest business school in the U.S., the first such school to offer an Executive MBA program, and the first to initiate a Ph.D. program in business. The school was renamed in 2008 following a $300 million endowment gift to the school by alumnus David G. Booth. The school has the third-largest endowment of any business school. The school's flagship campus is located in the Hyde Park neighborhood of Chicago on the main campus of the university. The school also maintains additional campuses in London and Asia (originally Singapore, but in July 2013 a move to Hong Kong was announced), as well as in downtown Chicago on the Magnificent Mile. In addition to conducting graduate business programs, the school conducts research in the fields of finance, economics, quantitative marketing research, and accounting. Chicago Booth is currently ranked first in the United States by Bloomberg Businessweek and first globally by the Economist.

Career History
Partner & Portfolio Manager
2005 - Current

FTAM uses both fundamental and quantitative research as methods of analysis for their investment strategies; however, their investment approach does not fall into either the traditional fundamental or quantitative categories. The firm’s strategies primarily invest in US listed companies and are a long only in stocks that they believe, based on its analysis, are undervalued. FTAM’s investment strategies include small-cap growth, small-cap value, small-cap core, behavioral small-cap equity, behavioral mid-cap value, micro-cap, behavioral unconstrained equity, behavioral small-mid core equity, and behavioral all-cap equity.

Vice President
Prior - 2004

Goldman, Sachs & Co. (GS&Co.), a limited partnership registered as a U.S. broker-dealer and futures commission merchant, together with its consolidated subsidiaries (collectively, the firm), is an indirectly wholly owned subsidiary of The Goldman Sachs Group, Inc. (Group Inc.), a Delaware corporation. The firm is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.

Proprietary Trader
Prior

Scotia Capital, Inc. is a full-service financial services firm headquartered in Toronto, Canada. The firm is a subsidiary of the Bank of Nova Scotia (NYSE, TSE: BNS) and their global operations are divided into two primary business units: (1) Global Corporate and Investment Banking and (2) Global Capital Markets. Their Global Capital Markets offers a full array of brokerage services that focuses on the following industries: automotive, consumer, industrial & retail, energy, financial institutions, financial sponsor coverage, healthcare, hospitality, gaming & leisure, media & communications, mining, power & utilities, real estate, and technology.

Boards & Committees
Member, Board of Directors
2005 - Current

FTAM uses both fundamental and quantitative research as methods of analysis for their investment strategies; however, their investment approach does not fall into either the traditional fundamental or quantitative categories. The firm’s strategies primarily invest in US listed companies and are a long only in stocks that they believe, based on its analysis, are undervalued. FTAM’s investment strategies include small-cap growth, small-cap value, small-cap core, behavioral small-cap equity, behavioral mid-cap value, micro-cap, behavioral unconstrained equity, behavioral small-mid core equity, and behavioral all-cap equity.

Awards & Honors
CFA (Chartered Financial Analyst)
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