Hunter David Email & Phone Number

Bedford,Nh

Provide forecasts and input regarding the economy, equity markets, interest rates, commodities, precious metals and currencies to both institutional and high net worth investors. Author of an investment letter entitled the Contrarian Value Advisor which is in its twentieth year of publication. Strong macro skills and contrarian philosophy developed over many years have allowed me to make many successful calls, often at odds with a consensus that focused in the wrong direction. Recent examples include: 1) my forecast in 2018 when 10yr was 3 1/4% that 10yr yield would fall to 1/2% when virtually all of Wall Street was expecting rates to rise sharply. 2) in 2018 when oil was $75 I forecast that oil prices would ultimately decline to $10 in the coming bust. In 2014, I predicted oil would fall to $40 when it was $107 & most analysts were bullish 3) I have been a consistent but lonely voice forecasting that we were headed for the first global deflationary contraction in eighty years. Until very recently the consensus was calling for inflation.

New York

Provide forecasts and input to institutional investment clients regarding the economy, equity and bond markets, currency markets, precious metals and commodities. Publish a market letter called the Contrarian Value Advisor that comes out twice a quarter. Strong macro skills and contrarian philosophy along with my vast value manager experience allow me to spot trends and successfully call cycle turns correctly and well ahead of the consensus.

Ridgefield, Ct

Start-up investment management firm catering to high net worth individuals.

New York

Number two executive in $1 billion firm. Oversaw portfolio management, research and trading operations. Developed and implemented company-wide investment controls and procedures. Set investment strategy and headed up stock selection process. Chairman of Investment Policy Committee. Made investment presentations to clients and wrap-fee brokers. Authored quarterly investment letter to clients.

Hartford,Ct

Established and managed Active Equity Department. Correctly determined that the capital goods stocks were at historic (sixty year) undervaluation relative to consumer stocks and positioned the portfolio by heavily over-weighting the technology/capital goods sector at the beginning of the technology bull market of the nineties. Worked with other investment heads to set asset allocation. Made quarterly presentations to Board of Directors.

Boston,Ma

Managed the U.S. portfolios for several prominent U.K., Australian and Japanese corporate pension clients. Shared responsibility for global investment strategy within Fidelity International. Made timely contrarian recommendation in 1988/89 that we aggressively shift to underweight of Japanese equities and overweight of U.S. equities just prior to the peak of Japanese market and a big upward reversal in the U.S. markets. Established big positions in several U.S. investment banks when they were out of favor and selling at book value.

Providence,R.I.

Sole responsibility for Textron's equity pension assets including setting equity strategy, portfolio construction, stock selection and trading. Built equity assets from 10% of overall assets to 50% of assets. Delivered top percentile performance throughout my five-year tenure. Outperformed the S&P by an average 700 basis points per year. Correctly forecast the market bottom in 1982 and recommended an aggressive increase in the allocation to equities. Among the first on Wall Street to identify disinflation as an emerging trend in 1982 and to single out the consumer growth stocks as primary beneficiaries of this new trend while consensus was still focused on the peaking inflation-hedge stocks. Skillfully brought along a skeptical senior management that was biased against equities, showing them that it was possible to deliver superior returns with below average risk through careful security selection and proper portfolio construction.

Waterbury,Ct

Managed trust portfolios for high net worth individuals and families as well as several pension accounts. Managed two co-mingled common trust funds. Research responsibilities for several industries and generated many successful stock recommendations for the department.

Valparaiso,In

First job out of college. Shared responsibilities for managing both the bank's portfolio and trust accounts. Sat on the Asset Liability Committee and participated in rate forecasting and decisions regarding asset and liability mix. I was fortunate to have learned under the tutelage of a forward-thinking, customer-focused investment professional and to have had the exposure to both managing the bank's portfolio (bonds) and trust portfolios (equities). The duel responsibilities provided a unique experience and played an important role in the development of my strong macro capabilities.

Mba, Finance

Bs, Finance

Activities and Societies: Sigma Phi Epsilon, Alpha Phi Omega