Frederic Escherich - Adams Diversified Independent Director


USD 15.50  0.07  0.45%   

Mr. Frederic A. Escherich is an Independent Director of Adams Diversified Equity Fund, Inc., previously known as Adams Express Company. Mr. Escherich is a Private Investor. Formerly, Managing Director and head of Mergers and Acquisitions Research and the Financial Advisory Department with J.P. Morgan Co. Inc. Currently a director of PEO. Mr. Escherich brings to the Board extensive knowledge of securities investing and stock valuation gained from his 25 years at J.P. Morgan Co. Inc. During his tenure at J.P. Morgan Co. Inc., Mr. Escherich served as head of mergers and acquisitions research for many years, and his responsibilities included evaluating numerous issues related to maximizing shareholder value and setting policies and procedures in connection with the valuation of companies, the assessment of various transaction types, analytical techniques and securities. Since retiring in 2002, Mr. Escherich has focused fulltime on private investing and is familiar with the dynamics of todays equity markets. He was deemed an audit committee financial expert, as that term is defined in federal regulations, by his fellow directors and currently serves as the Chair of the Funds Audit Committee.
Age: 68  Director Since 2006      
410 752 5900

Frederic Escherich Latest Insider Activity

Tracking and analyzing the buying and selling activities of Frederic Escherich against Adams Diversified fund is an integral part of due diligence when investing in Adams Diversified. Frederic Escherich insider activity provides valuable insight into whether Adams Diversified is net buyers or sellers over its current business cycle. Note, Adams Diversified insiders must abide by specific rules, including filing SEC forms every time they buy or sell Adams Diversified'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.

Adams Diversified Management Performance (%)

Adams Diversified Equity has Return on Asset of 0.53 % which means that on every $100 spent on asset, it made $0.53 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of (9.85) %, meaning that it generated no profit with money invested by stockholders. Adams Diversified management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

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Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. Adams Diversified Equity Fund, Inc. was founded in 1840 and is based in Baltimore, Maryland. Adams Diversified operates under Asset Management classification in the United States and is traded on New York Stock Exchange. The fund is not filed under any group at the present time.

Adams Diversified Equity Leadership Team

Elected by the shareholders, the Adams Diversified's board of directors comprises two types of representatives: Adams Diversified inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Adams. The board's role is to monitor Adams Diversified's management team and ensure that shareholders' interests are well served. Adams Diversified's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Adams Diversified's outside directors are responsible for providing unbiased perspectives on the board's policies.
Lauriann Kloppenburg, Independent Director
Lawrence Hooper, Chief Compliance Officer, VP, General Counsel and Secretary
D Swindell, Executive Vice President
Mark Stoeckle, CEO and President Sr. Portfolio Manager, Director, and Member of Executive Committee
Brian Hook, Chief Financial Officer, Vice President, Treasurer
James Haynie, Executive Vice President
Craig Smith, Independent Director
Kathleen McGahran, Independent Chairman of the Board
Phyllis Bonanno, Independent Director
Roger Gale, Independent Director
Cotton Swindell, Executive VP
Janis Kerns, Chief Compliance Officer, Vice President, General Counsel, Company Secretary
Kenneth Dale, Independent Director
Mary Jammet, Independent Director
Enrique Arzac, Independent Director
Nancy Prue, Executive Vice President
Frederic Escherich, Independent Director
Jane Nelson, Independent Director

Adams Fund Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Adams Diversified a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Adams Diversified in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Adams Diversified's short interest history, or implied volatility extrapolated from Adams Diversified options trading.

Pair Trading with Adams Diversified

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Adams Diversified position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Adams Diversified will appreciate offsetting losses from the drop in the long position's value.

Moving together with Adams Diversified

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+0.91AAAlcoa Corp Downward RallyPairCorr
The ability to find closely correlated positions to Adams Diversified could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Adams Diversified when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Adams Diversified - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Adams Diversified Equity to buy it.
The correlation of Adams Diversified is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Adams Diversified moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Adams Diversified Equity moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Adams Diversified can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Please continue to Trending Equities. Note that the Adams Diversified Equity information on this page should be used as a complementary analysis to other Adams Diversified's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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Please note, there is a significant difference between Adams Diversified's value and its price as these two are different measures arrived at by different means. Investors typically determine Adams Diversified value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Adams Diversified's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.