David Milne

Senior Analyst & Portfolio Manager at JKMilne Asset Management

David Milne

David Milne

Senior Analyst & Portfolio Manager at JKMilne Asset Management

Biography

Mr. David Milne is a Senior Analyst & Portfolio Manager at Milne LLC. He supports portfolio analysis, cash and position reconciliation, and is responsible for monitoring custodial relationships. He maintains the trade and consultant databases as well as assist in credit analysis, and portfolio management.He holds a BS in political science from Northern Arizona University in Flagstaff, Arizona.

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Founder, Chief Executive & Investment Officer at JKMilne Asset Management

Relationship likelihood: Strong

Managing Director-Technology at JKMilne Asset Management

Relationship likelihood: Strong

Managing Director & Senior Client Service Specialist at JKMilne Asset Management

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Senior Portfolio Manager at JKMilne Asset Management

Relationship likelihood: Strong

Chief Compliance Officer at JKMilne Asset Management

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Senior Portfolio Manager at JKMilne Asset Management

Relationship likelihood: Strong

Investment Analyst at JKMilne Asset Management

Relationship likelihood: Average

Strategist at JKMilne Asset Management

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Former Portfolio Manager & Senior Investment Analyst at JKMilne Asset Management

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Former Investment Analyst at JKMilne Asset Management

Relationship likelihood: Average

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David Milne
Senior Analyst & Portfolio Manager at JKMilne Asset Management
Education
BS in Political Science

Northern Arizona University is a public university offering undergraduate, graduate, and professional degrees of high quality and societal value. As a student, you are at the center of the NAU experience, which is guided by a dedicated and distinguished faculty committed to teaching, individual engagement, and research excellence.

Career History
Senior Analyst & Portfolio Manager
Current

JKMilne offers a wide range of cash, credit-based, specialty bond and balanced investment strategies. The firm's active fixed income investment process combines top-down, macroeconomicanalysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Portfolios typically hold up to 100 issues and only the highest grade securities will constitute up to 5% exposure per name. Industry exposures may be up to 25%, although this would typically be the financial sector or other high grade areas. Non-dollar bonds and/or sovereigns may be used. Currency hedging may also be used.JKMilne's Tax-Sensitive Fixed Income approach seeks to achieve superior after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. JKMilne's focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Portfolios are invested in a diversified selection of sectors and securities with strong relative value that provides good balance during changing interest rate and yield curve environments.JKMilne's Cash Strategy portfolio construction process begins with a thorough understanding of each client's specific investment objectives, risk tolerance, and benchmark expectation. The firm's investment approach is characterized by several factors including, but not limited to: management of client specific requirements such as low volatility; the liquidity and specific duration targets of each security; a disciplined team structure designed to facilitate inclusion of \"best ideas\" into the decision-making process; top down quantitative and macroeconomic analysis to guide sector and industry allocation and yield curve positioning; and fundamental analysis to identify individual issues that offer attractive liquidity and return potential within the short duration universe. A maximum of 40% cash may be held in an extreme barbell strategy.

Other Affiliations

David Milne is affiliated with JKMilne Asset Management

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by David Milne. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of David Milne's profile does not indicate a business or promotional relationship of any kind between RelSci and David Milne.