Spencer Witherspoon

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Profile

Mr. Spencer Witherspoon is Vice President & Equity Trader at Piedmont Investment Advisors, Inc. He collaborates regularly with the fundamental and quantitative investment teams.
In addition to managing the daily equity trading activities, he is responsible for analyzing, monitoring, and providing daily economic and market commentary to the firm.
Before becoming the Equity Trader, he was previously a Research Associate responsible for supporting the research initiatives for all equity products at Piedmont.
He is a member of the Carolinas Security Traders Association and National Association of Securities Professionals North Carolina Chapter.
Prior to joining Piedmont in 2007, he served as a financial analyst for Duke University Health System, preparing and distributing financial reports and assisting with the analysis of capital projects.
Mr. Witherspoon received his B.S.
in Accounting with a Minor in Economics from Guilford College and Executive MBA in Marketing from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School.

Former positions of Spencer Witherspoon

Companies	Position	End
Piedmont Investment Advisors, Inc. Piedmont Investment Advisors, Inc. Investment ManagersFinance Piedmont Investment Advisors employs an objective and disciplined investment process that seeks to generate consistent excess returns over a full market cycle. The firm's risk-aware equity investment philosophy focuses on extracting alpha from three interconnected processes: Quantitative, Fundamental, and Macro. They believe that this combination offers the best opportunity to outperform in the long term and maximize the return per unit of risk for their clients. All of Piedmont’s equity products use this approach with each component used in varying degrees for each product. The firm's Strategic Core strategy is managed using a fundamental process but it utilizes quantitative models as a source of idea generation. Macro insights are taken into consideration in the process of portfolio construction. For their Market Plus, Optimized SMID Core and Optimized Small Cap Core, the quantitative models are the primary drivers of stock selection and portfolio construction while fundamental and macro insights are used as inputs for risk control in the portfolio construction process. Smart Beta products are managed using factor based weighting schemes. Piedmont’s Russell Top 200 Index strategy, S&P 500 Index Strategy and S&P 600 Index Strategy use full replication methodology to generate index like returns. Piedmont constructs customized, yield-advantaged fixed income portfolios with the expectation of outperformance over a full market cycle. Their yield-advantaged style seeks to dampen performance volatility by encompassing moderate duration shifts, strategically overweighting spread sectors, and being opportunistic along the yield curve. These objectives are synthesized and implemented within the context of a quantitative backdrop. Active management connotes a constant assessment of relative value, that is, whether expected returns are commensurate with the level of risk taken. Piedmont's bias is typically an overweight in the spread sectors. They construct well-diversified portfolios to give clients the broad benefit of owning these sectors while remaining mindful of not unduly exposing the portfolio to any one issue. Conversely, security selection is emphasized, but within the context of its overall risk versus expected return.	Trading-Equity	31/08/2019
Duke University Health System, Inc. Duke University Health System, Inc. Hospital/Nursing ManagementHealth Services Operates as a world-class health care network dedicated to providing outstanding patient care, educating tomorrow's health care leaders	Corporate Officer/Principal	-

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Private companies	4
Piedmont Investment Advisors, Inc. Piedmont Investment Advisors, Inc. Investment ManagersFinance Piedmont Investment Advisors employs an objective and disciplined investment process that seeks to generate consistent excess returns over a full market cycle. The firm's risk-aware equity investment philosophy focuses on extracting alpha from three interconnected processes: Quantitative, Fundamental, and Macro. They believe that this combination offers the best opportunity to outperform in the long term and maximize the return per unit of risk for their clients. All of Piedmont’s equity products use this approach with each component used in varying degrees for each product. The firm's Strategic Core strategy is managed using a fundamental process but it utilizes quantitative models as a source of idea generation. Macro insights are taken into consideration in the process of portfolio construction. For their Market Plus, Optimized SMID Core and Optimized Small Cap Core, the quantitative models are the primary drivers of stock selection and portfolio construction while fundamental and macro insights are used as inputs for risk control in the portfolio construction process. Smart Beta products are managed using factor based weighting schemes. Piedmont’s Russell Top 200 Index strategy, S&P 500 Index Strategy and S&P 600 Index Strategy use full replication methodology to generate index like returns. Piedmont constructs customized, yield-advantaged fixed income portfolios with the expectation of outperformance over a full market cycle. Their yield-advantaged style seeks to dampen performance volatility by encompassing moderate duration shifts, strategically overweighting spread sectors, and being opportunistic along the yield curve. These objectives are synthesized and implemented within the context of a quantitative backdrop. Active management connotes a constant assessment of relative value, that is, whether expected returns are commensurate with the level of risk taken. Piedmont's bias is typically an overweight in the spread sectors. They construct well-diversified portfolios to give clients the broad benefit of owning these sectors while remaining mindful of not unduly exposing the portfolio to any one issue. Conversely, security selection is emphasized, but within the context of its overall risk versus expected return.	Finance
Duke University Health System, Inc. Duke University Health System, Inc. Hospital/Nursing ManagementHealth Services Operates as a world-class health care network dedicated to providing outstanding patient care, educating tomorrow's health care leaders	Health Services
Guilford College Guilford College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Kenan-Flagler Business School Kenan-Flagler Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services