David Templeton, Portfolio Manager & Principal, is a senior strategist and advisor at HORAN Capital Advisors. David has extensive experience in portfolio construction, security selection,development of investment policies and portfolio allocation strategies for individual and institutional ...
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David Templeton, Portfolio Manager & Principal, is a senior strategist and advisor at HORAN Capital Advisors. David has extensive experience in portfolio construction, security selection,development of investment policies and portfolio allocation strategies for individual and institutional clients.
In understanding a client’s goals and objectives, David believes the foundation of a client’s portfolio should consist of high quality investments that have a history of generating higher risk adjusted returns over time. He also has extensive experience in overall financial planning and wealth transfer strategies.
Prior to joining HORAN Capital Advisors, David spent seven years as Vice President and Senior Portfolio Manager for high net worth clients with Fifth Third Bank. He also served as Vice President and Portfolio Manager for PNC Bank’s charitable and endowment group and retirement and investment services group. Prior to David’s portfolio management responsibilities, he was a commercial loan officer for middle market and large corporate relationships. David began his banking career in 1984 working in commercial and retail banking.
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Latest Comments
If Earnings Matter, Equity Valuation Looks Attractive
The 9.7% does seem like a sharp reversal lower, but the YOY comparison in 2019 back to 2018 is going to difficult to to the larger 2018 result, i.e., 'base effects'. Also, the 9ish percent growth rate is near where earnings estimates stood in December 2017, prior to the tax cut benefits. Certainly, if reinvestment translates to higher sales, earnings growth could be quite a bit higher than the 9.7% anticipated at this point in time.
Thanks for the comment Zev.
David
Dogs Of The Dow Continue To Exhibit Strength
Readers may find the article, Supply Side Recession vs. Demand Side Expansion, of interest. The article points to the commodity weakness to one of excess supply versus weaker demand. www.financialsense.com/.../supply-side-recession-demand-expansion