![Scott Lundy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Scott Lundy
Verkställande Direktör på
Eubel Brady & Suttman Asset Management, Inc.
Profil
Mr. Scott E.
Lundy is a President & Trustee at Eubel Brady & Suttman Mutual Fund Trust and a Chief Executive Officer at Eubel Brady & Suttman Asset Management, Inc. He is on the Board of Directors at Eubel Brady & Suttman Mutual Fund Trust.
Since 2000, Mr. Lundy has provided investment and wealth management guidance to individual and business owner clients.
Mr. Lundy joined the EBS team in 2003 after working for an investment firm in Florida.
In addition to his service in the Research Group, he counsels high net worth clients and the next generation of their family regarding the preservation and growth of their overall portfolio, which many times includes a closely held family business.
Mr. Lundy also serves on the board of the firm’s mutual fund trust and a non-profit museum.
He received his B.S.
Accounting degree from Florida Gulf Coast University.
Aktiva positioner av Scott Lundy
| Företag | Position | Start |
|---|---|---|
Eubel Brady & Suttman Mutual Fund Trust
 Eubel Brady & Suttman Mutual Fund Trust Investment Trusts/Mutual FundsMiscellaneous Operates as an open-end management investment company | President | 2014-07-01 |
Eubel Brady & Suttman Asset Management, Inc.
 Eubel Brady & Suttman Asset Management, Inc. Investment ManagersFinance EBS seeks to invest in businesses (stocks) that trade at a discount to the firm’s estimate of intrinsic value. The firm search for value in businesses, focuses on the long-term when evaluating businesses and people and think independently of the Wall Street crowd. Equity portfolios are typically diversified across several economic sectors and hold 25 to 35 securities that they believe are attractively priced. EBS may be void or overweight certain sectors. Individual equity positions are generally limited to 5% of the portfolio at initial purchase, and held for three to five years on average. A sell decision can be driven by a security becoming overpriced relative to our estimate of its intrinsic value, a deterioration of the fundamentals or outlook of the business, the position becoming too large in relation to the portfolio, the emergence of a more compelling opportunity or the recognition that their initial investment thesis was flawed. | Verkställande Direktör | 2025-01-01 |
Scott Lundys utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
22
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Eubel Brady & Suttman Asset Management, Inc.
Eubel Brady & Suttman Asset Management, Inc. Investment ManagersFinance EBS seeks to invest in businesses (stocks) that trade at a discount to the firm’s estimate of intrinsic value. The firm search for value in businesses, focuses on the long-term when evaluating businesses and people and think independently of the Wall Street crowd. Equity portfolios are typically diversified across several economic sectors and hold 25 to 35 securities that they believe are attractively priced. EBS may be void or overweight certain sectors. Individual equity positions are generally limited to 5% of the portfolio at initial purchase, and held for three to five years on average. A sell decision can be driven by a security becoming overpriced relative to our estimate of its intrinsic value, a deterioration of the fundamentals or outlook of the business, the position becoming too large in relation to the portfolio, the emergence of a more compelling opportunity or the recognition that their initial investment thesis was flawed. | Finance |
Eubel Brady & Suttman Mutual Fund Trust
Eubel Brady & Suttman Mutual Fund Trust Investment Trusts/Mutual FundsMiscellaneous Operates as an open-end management investment company | Miscellaneous |
Florida Gulf Coast University
 Florida Gulf Coast University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
