Donald Joseph Hoelting

Principal at Investment Counselors of Maryland LLC

Donald Joseph Hoelting

Donald Joseph Hoelting

Principal at Investment Counselors of Maryland LLC

Overview
Career Highlights

Jefferson National Bank (Charlottesville, Virginia)

RelSci Relationships

98

Number of Boards

1

Number of Awards

1

Relationships
RelSci Relationships are individuals Donald Joseph Hoelting likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Principal at Investment Counselors of Maryland LLC

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Manager & Principal at Investment Counselors of Maryland LLC

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Principal at Investment Counselors of Maryland LLC

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Principal at Investment Counselors of Maryland LLC

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Senior Vice President, Head of Trading at Investment Counselors of Maryland LLC

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Head of Client Service & Marketing at Investment Counselors of Maryland LLC

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Principal at Investment Counselors of Maryland LLC

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Executive Vice President & Head of Affiliate Management at BrightSphere Investment Group Plc

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Senior Vice President Finance & Administration, Chief Compliance Officer at Investment Counselors of Maryland LLC

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Former Principal at Investment Counselors of Maryland LLC

Relationship likelihood: Strong

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Donald Joseph Hoelting
Principal at Investment Counselors of Maryland LLC
Education
BA in Business

NEBRASKA WESLEYAN UNIVERSITY IS AN ACADEMIC COMMUNITY DEDICATED TO INTELLECTUAL AND PERSONAL GROWTH WITHIN THE CONTEXT OF A LIBERAL ARTS EDUCATION AND IN AN ENVIRONMENT OF CHRISTIAN CONCERN.

Career History
Principal
2000 - Current

Investment Counselors of Maryland (ICM) offers clients value investment solutions across the market-cap spectrum. In doing so, the firm utilizes two distinct investment processes. Both approaches employ a value-oriented investment method with a focus on fundamental analysis. ICM attempts to measure the value of a security by looking at economic and financial factors including the overall economy, industry conditions, and the financial condition and management of the company itself, to determine if the company is underpriced or overpriced. These two strategies include: Small Cap, SMID Cap & Mid-Cap Value and Large Cap Value.In selecting investments for their Small Cap, SMID Cap & Mid-Cap Value strategies, ICM seeks to invest in companies that they estimate to be undervalued that also possess leading market share positions, shareholder-oriented management teams, and strong balance sheets and cash flow ratios. Usually, the shares of the companies they buy are selling at a price-to-earnings ratio below the average price-to-earnings ratio of the stocks in the broad capitalization-specific indices (i.e. Russell 2000 , Russell 2500 and Russell Midcap). The companies usually have higher return-on-equity and return-on-capital than the average company in those same indices. Using screening parameters such as price-to-earnings, relative return-on-equity and other financial ratios, ICM screens the universe of investments to identify potentially undervalued securities. They further narrow the list of potential investments through traditional fundamental security analysis. For their Large Cap Value strategy, ICM seeks to identify companies that are well-capitalized with sustainable competitive advantages and strong management teams. Using various screening parameters, they seek to identify potentially undervalued securities. ICM further narrows the list of potential investments through traditional fundamental security analysis. Investment are chosen once ICM is convinced the securities are undervalued and after they have attempted to discover a positive inflection point in the company’s business momentum. ICM's primary focus is to confirm the competitive position of the company and that it is sufficiently undervalued based on historical valuation parameters, given their projected estimates for earnings and free-cash-flow.

Lead Portfolio Manager
Prior - 2000

Investment Advisers, Inc., part of Lloyds Banking Group Plc, is a company headquartered in Bloomington, MN. The firm provides investment and other related financial services.

Chief Investment Officer, Trust & Investment Group
Prior
Boards & Committees
Member, Management Committee
Current

Investment Counselors of Maryland (ICM) offers clients value investment solutions across the market-cap spectrum. In doing so, the firm utilizes two distinct investment processes. Both approaches employ a value-oriented investment method with a focus on fundamental analysis. ICM attempts to measure the value of a security by looking at economic and financial factors including the overall economy, industry conditions, and the financial condition and management of the company itself, to determine if the company is underpriced or overpriced. These two strategies include: Small Cap, SMID Cap & Mid-Cap Value and Large Cap Value.In selecting investments for their Small Cap, SMID Cap & Mid-Cap Value strategies, ICM seeks to invest in companies that they estimate to be undervalued that also possess leading market share positions, shareholder-oriented management teams, and strong balance sheets and cash flow ratios. Usually, the shares of the companies they buy are selling at a price-to-earnings ratio below the average price-to-earnings ratio of the stocks in the broad capitalization-specific indices (i.e. Russell 2000 , Russell 2500 and Russell Midcap). The companies usually have higher return-on-equity and return-on-capital than the average company in those same indices. Using screening parameters such as price-to-earnings, relative return-on-equity and other financial ratios, ICM screens the universe of investments to identify potentially undervalued securities. They further narrow the list of potential investments through traditional fundamental security analysis.For their Large Cap Value strategy, ICM seeks to identify companies that are well-capitalized with sustainable competitive advantages and strong management teams. Using various screening parameters, they seek to identify potentially undervalued securities. ICM further narrows the list of potential investments through traditional fundamental security analysis. Investment are chosen once ICM is convinced the securities are undervalued and after they have attempted to discover a positive inflection point in the company's business momentum. ICM's primary focus is to confirm the competitive position of the company and that it is sufficiently undervalued based on historical valuation parameters, given their projected estimates for earnings and free-cash-flow.

Awards & Honors
CFA (Chartered Financial Analyst)
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