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About
Shaun C. Siers, CFA, is a Senior Portfolio Manager and Partner at Todd Asset Management LLC, based in Louisville, Kentucky. With over 17 years of experience in the investment industry, he oversees portfolio construction and investment research, focusing specifically on domestic concentrated large cap equity strategies for both institutional and individual clients.
Shaun specializes in managing value-oriented, fundamentally-driven equity portfolios, utilizing Todd Asset Management’s proprietary Price/Intrinsic Value (P/IV) methodology. His expertise covers large cap stocks within the U.S. equity market, with a strong emphasis on stock selection and valuation processes for this asset class.
Beginning his career as a research assistant at the firm in 2007, Shaun was promoted to Portfolio Manager in 2014 and became a Partner in 2018. He holds an MBA with distinction and a BBA in Finance from the University of Louisville and was awarded the Chartered Financial Analyst (CFA) designation in 2014. Shaun is also an active member of the CFA Society of Louisville and the CFA Institute.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Todd Asset Management LLC | Portfolio Manager | Oct 2014 to Present | Equity portfolio manager for the firm's Intrinsic Value strategies. Share responsibility for creating and maintaining the model portfolios. Other duties include fundamental research and client suppo... |
| Todd Asset Management LLC | Research Assistant | Aug 2007 to Sep 2014 | — |
Education
University of Louisville
Master of Business Administration (M.B.A.)
2007 — 2009
University of Louisville
Bachelor of Business Administration (BBA), Finance
2003 — 2007
Skills & Expertise
Others at Todd Asset Management LLC (4)
| Name | Role | Location |
|---|---|---|
J Jeremy Riddle | Head Trader | Louisville, KY , United States |
j jack Holden | Investment Manager | Louisville, KY , United States |
 | Buy-side Equity Research Analyst | Louisville, KY , United States |
T Travis Konermann | Research Analyst | Louisville, KY , United States |
