Investment Team

C.T. FITZPATRICK, CFA

Founder, Chief Executive Officer, Chief Investment Officer

C.T. Fitzpatrick founded Vulcan Value Partners in 2007. As Chief Investment Officer and Equity Analyst, Mr. Fitzpatrick leads a research team responsible for investing approximately $20 billion for a global client base as of September 30, 2021. Since inception, three of Vulcan’s five strategies are ranked in the top 1% of managers in their respective categories, and the other two strategies are in the top 4%.* As Chief Executive Officer he leads an organization recognized by Pensions & Investments as the Best Place to Work in Money Management for the third consecutive year.**

Prior to founding Vulcan Value Partners, Mr. Fitzpatrick worked as a principal and portfolio manager at Southeastern Asset Management.

Mr. Fitzpatrick earned his MBA in Finance from the Owen Graduate School of Management at Vanderbilt University. He also has a BS in Corporate Finance and a Minor in English from the University of Alabama.

 

Portfolio Managers

MCGAVOCK DUNBAR, CFA

Principal, Director of Research

McGavock Dunbar joined Vulcan Value Partners in 2010. Prior to joining Vulcan Value Partners, McGavock worked as an Associate in the investment banking department at Susquehanna International Group.

McGavock earned his MBA from the University of Virginia Darden School of Business. He also has a Master of Education and Bachelor of Arts from the University of Virginia, with a double major in History and Religious Studies.

 

F. HAMPTON MCFADDEN, JR., CFA

Principal, Portfolio Manager

Hampton McFadden joined Vulcan Value Partners in 2009. Prior to joining the firm, Hampton was the Co-Founder and CEO of Republic Capital Access, which provides liquidity and funding for small and medium sized government service contractors and uses a proprietary underwriting and invoice processing system to create a customized, flexible program for funding the working capital needs of government contractors while relying exclusively on the US Government as the ultimate obligor of the receivables. Earlier in his career, he served as Executive Vice President, General Counsel, Secretary, and Chief Risk Officer of a publicly traded bank holding company with over $1 billion in assets. Hampton began his career as an attorney in private law practice with an emphasis on publicly traded and privately held healthcare and financial companies.

Hampton earned his JD from Vanderbilt University. He also has a BA in Philosophy from Amherst College.

 

STEPHEN W. SIMMONS, CFA

Principal, Portfolio Manager

Stephen Simmons joined Vulcan Value Partners in 2013. Stephen has over 20 years experience valuing businesses across a wide variety of industries. Prior to joining Vulcan Value Partners, Stephen served as Chief Financial Officer for Consolidated Shoe Company, a 100 year old Virginia company designing, sourcing and wholesaling branded women’s shoes. In addition to his finance and accounting duties, he was responsible for overseeing U.S. branded sales. Previously, Stephen served as Director of Equity Research, Portfolio Manager and Principal for Flippin, Bruce & Porter. Earlier in his career, he served as Director of Equity Research for the Retirement Systems of Alabama. After undergraduate school, Stephen began his career in the Trust Investment Department at AmSouth Bank.

Stephen earned his MBA from Auburn University Montgomery. He earned his BS in Finance from the University of Alabama.

 

Analysts

COLIN CASEY

Equity Analyst

Colin Casey joined Vulcan Value Partners in 2017. Prior to joining Vulcan Value Partners, Colin interned with Freycinet Capital Management, a value-oriented public equity fund specializing in emerging market companies. Before attending graduate school, Colin worked as a business teaching fellow at the Meltwater Entrepreneurial School of Technology in Ghana. In his time there, he delivered lectures to future entrepreneurs in topics ranging from financial modeling to competitive dynamics. Colin began his career as an analyst at Croft & Bender, a boutique investment bank specializing in middle market mergers and acquisitions and private capital raising.

Colin earned his MBA from the Darden School at the University of Virginia and holds a BS in Management from the Georgia Institute of Technology.

 

ANDREW LOFTIN, CFA

Equity Analyst

Andrew Loftin joined Vulcan Value Partners in 2017. Prior to joining Vulcan Value Partners, Andrew worked as a public equity investment analyst at Steinberg Asset Management. During business school, Andrew interned at MSD Capital where he focused on public equity investments. Prior to attending business school, Andrew was a public equity investment analyst at Clinton Group. Andrew began his career as an investment banking analyst at Merrill Lynch where he executed financing and advisory transactions for clients across a range of industries.

Andrew received his MBA from Columbia Business School, where he was a member of the Value Investing Program. He also holds a Master of Accounting from the Kenan-Flagler Business School at the University of North Carolina and a BA in Government from Georgetown University.

 

Trenton Green

Equity Analyst

Trenton Green joined Vulcan Value Partners in 2018. Prior to joining Vulcan Value Partners, Trenton worked as a senior equity research associate at Manning & Napier, a long-only value-oriented public equity investment manager. During his time at Manning & Napier, he worked on the portfolio team dedicated to the management of Manning & Napier’s growth-oriented large cap and mid-cap funds.

Trenton earned his BS in Business Administration with a major in Financial Management and a double minor in Spanish and Economics from the University of Arkansas.

 

Associate Analysts

Taylor Cline, CFA

Associate Analyst

Taylor Cline joined Vulcan Value Partners in 2019. Prior to joining Vulcan Value Partners, Taylor worked as a research associate at Janus Henderson Investors, focusing on high yield bonds and leveraged loans across a number of different industries.

Taylor earned his BS in Finance from Miami University.

 

Brad Headley, CFA, CPA

Associate Analyst

Brad Headley joined Vulcan Value Partners in 2019. Prior to joining Vulcan, Brad interned at Orange River Management, a long/short public equity fund, and JP Morgan’s Private Bank.  Before attending business school, Brad was a senior financial analyst on Chubb Insurance’s investment accounting team and a senior auditor at RKL, a public accounting firm.

Brad received his MBA from Columbia Business School, where he was a member of the Value Investing Program. He also holds a BS in Accounting and Finance from the University of Delaware.

 

David Shelton

Associate Analyst

David Shelton joined Vulcan Value Partners in 2020. Prior to joining Vulcan, David was a Vice President in the Debt Capital Markets group at Stephens Inc., where he executed debt placements across a variety of industries with aggregate capital raised of over $10 billion.

David earned a BA in Economics from Sewanee:  The University of the South and an MBA from The University of Chicago Booth School of Business.

 

Robert Smith

Associate Analyst

Robert Smith joined Vulcan Value Partners in 2021. Prior to joining Vulcan Value Partners, Robert was an Associate in the Mergers and Acquisitions group at KeyBanc Capital Markets, where he executed sell-side transactions for middle market clients across a variety of industries.

Robert earned a BS in Accounting and Finance from the University of Alabama.

 

Traders

Anne

ANNE M. JONES

Principal, Director of Trading & Operations

Anne Jones joined Vulcan Value Partners in 2009. Prior to joining Vulcan, Anne was an Associate Vice President at Morgan Keegan. Her primary responsibilities included trading equities, options, and mutual funds, client account management including research and reporting, and money movement transactions.

Anne attended the Sally McDonnell-Barksdale Honors College at the University of Mississippi, where she earned her Bachelor’s of Business Administration in Economics. Anne is a registered representative of ALPS Distributors, Inc.

 

MICHELE O’DANIEL

Trader

Michele O’Daniel joined Vulcan Value Partners in 2013. Michele has over 19 years of banking and financial experience. Prior to joining Vulcan, Michele worked at Regions Investment Management where she was primarily responsible for equity trading. Prior to trading, she worked in Regions Wealth Management Operations where she was responsible for trade settlement, reconciliation, corporate actions and performance measurement. Michele began her career at AmSouth Bank in consumer banking and later worked in the Trust and Trust Operations areas at AmSouth Bank.

 

GEOFF KIKER

Trader

Geoff Kiker joined Vulcan Value Partners in 2013. Prior to joining Vulcan Value Partners, Geoff served as Taxable Bond Trader and Analyst for Regions Investment Management where he was responsible for securities analysis, trading, and settlements. Prior to trading, Geoff worked in Regions Wealth Management Operations where he directed reconciliation, performance measurement, and trade system support.

Geoff earned his BS in Finance at the University of Alabama at Birmingham, with dual concentrations in Financial Management and Investment & Institutions.

 

Data Analysts

Alex Davis

Data Science Manager

Alex Davis joined Vulcan Value Partners in 2018. Prior to joining, Alex worked as an investment banking analyst at Wells Fargo Securities in Corporate Finance Advisory in New York.

Alex earned his BS in Commerce and Business Administration with a major in Finance, double minor in Mathematics and Spanish, and a specialization in Quantitative Finance from the University of Alabama.

 

Support

ADDIE KATTMAN

Research Associate

Provides high-level support to the research process by preparing macroeconomic reports, maintaining weekly and monthly reports, and assisting the research team with special projects.

Addie earned her BS in Business Administration in Finance from the University of Alabama.

 

EMILY GARDINER

Research Associate

Provides high-level support to the research process by conducting research, preparing reports, processing information requests and maintaining schedules and calendars.

Emily earned her BS in Business Administration from the University of Montevallo.

 

THERESA DAVIS

Executive Assistant

Theresa joined Vulcan Value Partners in 2015. Prior to working at Vulcan Value Partners, Theresa was the Executive Assistant to the CEO, COO and Executive team at Atherotech Diagnostic Lab. Theresa provides executive assistance to the Research Team and is responsible for supporting the travel needs of the company.  Theresa has over 15 years of executive assistant experience.

 

Jennifer Ferdin

Executive Assistant

Jennifer joined Vulcan in 2019. Prior to joining Vulcan Value Partners, she was the Executive Assistant and Travel Coordinator for the CEO of Chester’s International. Jennifer studied International Travel and Hospitality, has over 20 years of experience, and now provides executive assistance to the Investment Team at Vulcan.

 

*Peer ranking information sourced from eVestment as of October 22, 2021 using Vulcan Value Partners Large Cap, Focus, and Focus Plus Composites versus peer group of US Large Cap Value Equity Universe, Vulcan Value Partners Small Cap Composite versus peer group of US Small Cap Value Equity Universe, and Vulcan Value Partners All Cap Composite versus peer group of US All Cap Value Equity Universe since inception ending September 30, 2021.
** Pensions & Investments Best Places to Work in Money Management in 2020 for managers with 50 to 99 employees. Article date: December 14, 2020.