Joshua Steven Overholt

Principal at Investment Counselors of Maryland LLC

Joshua Steven Overholt

Joshua Steven Overholt

Principal at Investment Counselors of Maryland LLC

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Managing Principal at Investment Counselors of Maryland LLC

Relationship likelihood: Strong

Principal at Investment Counselors of Maryland LLC

Relationship likelihood: Strong

Manager & 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

Relationship likelihood: Strong

Principal at Investment Counselors of Maryland LLC

Relationship likelihood: Strong

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

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Founding Director, Inspired Leadership Initiative at University of Notre Dame

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Vice President, Client Service & Marketing Manager at Investment Counselors of Maryland LLC

Relationship likelihood: Average

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Joshua Steven Overholt
Principal at Investment Counselors of Maryland LLC
Education
Class of 1998

Located in southwest Ohio, Cedarville University attracts 3,400 undergraduate, graduate, and online students to more than 100 areas of study. Cedarville is a Christ-centered learning community recognized nationally for rigorous academic programs, strong graduation and retention rates, accredited professional and health science offerings, and leading student satisfaction ratings.

Career History
Principal
2014 - 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.

Research Associate
2004 - 2005

WellsCap offers a variety of equity, multi-asset and fixed income investment strategies. The firm's actively-managed domestic and international equity strategies cover a range of small-cap to large-cap stocks and include both growth and value investment styles. They offer a full range of fixed-income strategies including short duration, money management to long duration and investment grade to high yield. The firm's international and global strategies cover a variety of styles, regions and asset classes.

Analyst
2004 - 2006

USBAM specializes in managing assets with a short-term fixed income or custom cash mandate and focus on taxable and tax-exempt short-term, high-quality securities with investment objectives of safety, liquidity, diversification and yield. The firm primarily utilizes fundamental analysis in managing client assets. Depending on a client's investment strategy, investments may include a variety of high-quality, short-term debt obligations, including, but not limited to, securities issued by the US government or one of its agencies or instrumentalities, obligations of banks and other financial services companies, commercial paper, asset-backed securities, including asset-backed commercial paper, US dollar- denominated obligations of domestic and foreign banks, corporate debt securities, municipal securities, including variable rate demand notes, municipal notes and other short-term municipal obligations, loan participation interests, other money market funds, and repurchase agreements for the securities in which an account may invest.

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