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Tom Stakem
Director of Research - Equity at
Woodstock Corp.
Profile
Mr. Thomas C.
Stakem is a Senior Vice President at Woodstock Corp.
He is on the Board of Directors at The National Association of Petroleum Investment Analysts.
He has more than fifty-five years of investment management experience and joined Woodstock in 2003.
His investment research responsibilities focus on the energy sector, and he directs the firm’s energy strategy portfolio.
In addition to serving as portfolio manager for individual clients, he is also the director of research and serves on the Investment Policy Committee.
Prior to joining Woodstock, Mr. Stakem was Director of Equity Research at Fleet Investment Advisors/Columbia Management Group and a Portfolio Manager with Cunningham, Henderson & Papin, Boston Safe Deposit & Trust, and Congress Asset Management.
He was a Research Analyst with David L.
Babson & Co., the Boston Company, and John Hancock Mutual Life Insurance Company.
He holds a B.B.A. in Finance and Accounting from Loyola Marymount University and an M.B.A. from Boston College.
He has been a Chartered Financial Analyst (CFA) since 1975.
Tom Stakem active positions
| Companies | Position | Start |
|---|---|---|
Woodstock Corp.
 Woodstock Corp. Investment ManagersFinance Woodstock seeks to generate reasonable long-term investment returns while avoiding excess portfolio turnover, and by diversifying portfolios to blunt the extremes of both market and company volatility. The firm generally focuses its investment strategies on the use of high-quality growth equity investments and debt securities. They also manages three sector strategies: energy, healthcare, and technology. Woodstock’s Investment Policy Committee manages the firm’s core buy and sell lists. | Director of Research - Equity | 31/03/2003 |
The National Association of Petroleum Investment Analysts
 The National Association of Petroleum Investment Analysts Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals which specializes in the petroleum industry and the securities of its component companies | Director/Board Member | - |
Former positions of Tom Stakem
| Companies | Position | End |
|---|---|---|
Fleet Investment Advisors
 Fleet Investment Advisors Major BanksFinance Commercial banking | Corporate Officer/Principal | 30/12/2002 |
Barings LLC
 Barings LLC Investment ManagersFinance Barings? investment decisions across all asset classes incorporate a comprehensive analysis that uses or combines top-down and/or bottom-up approaches to investment analysis. The firm utilizes economic, fundamental, technical/cyclical, and quantitative analyses, along with a sound understanding of both macro drivers and micro considerations in its investment decision-making process and to manage risk. They invest in a variety of fixed income and financing instruments across various industries as well as credit qualities and maturities in North America, Europe, Latin America, Africa/Middle East, and the Asia-Pacific region. Barings manages portfolios of public equity securities and equity-related securities of issuers of all sizes. The firm has teams focused on three alternative investment sectors: Real Estate, Private Equity & Real Assets, and Funds & Co-Investments. | Corporate Officer/Principal | - |
John Hancock Mutual Life Insurance Co.
 John Hancock Mutual Life Insurance Co. Life/Health InsuranceFinance Provides life insurance products and services | Corporate Officer/Principal | - |
Boston Co. Real Estate Counsel, Inc. | Corporate Officer/Principal | - |
Cunningham Henderson & Papin, Inc.
 Cunningham Henderson & Papin, Inc. Investment Trusts/Mutual FundsMiscellaneous Investment management | Corporate Officer/Principal | - |
Training of Tom Stakem
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
79
1st degree connections
10
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
Barings LLC
Barings LLC Investment ManagersFinance Barings? investment decisions across all asset classes incorporate a comprehensive analysis that uses or combines top-down and/or bottom-up approaches to investment analysis. The firm utilizes economic, fundamental, technical/cyclical, and quantitative analyses, along with a sound understanding of both macro drivers and micro considerations in its investment decision-making process and to manage risk. They invest in a variety of fixed income and financing instruments across various industries as well as credit qualities and maturities in North America, Europe, Latin America, Africa/Middle East, and the Asia-Pacific region. Barings manages portfolios of public equity securities and equity-related securities of issuers of all sizes. The firm has teams focused on three alternative investment sectors: Real Estate, Private Equity & Real Assets, and Funds & Co-Investments. | Finance |
Congress Asset Management Co. LLP
 Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset is a boutique asset manager focused on high quality equity and fixed income investing with a specialty in growth equities. The firm constructs high quality, high conviction, and high active share portfolios managed through a risk lens. They accomplish this through a disciplined, low turnover approach which emphasizes growth, profitability, franchise, and valuation. Congress Asset seeks to invest in companies with positive earnings growth, strong revenues, positive free cash flow, and sustainable margins, who demonstrate prudent use of leverage with shareholder conscious management teams. Their investment philosophy is to evaluate potential return per unit of risk using fundamental and relative valuations that employ a combination of top down and bottom-up techniques to deliver a consistent pattern of relative returns with minimal periods of underperformance. | Finance |
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock seeks to generate reasonable long-term investment returns while avoiding excess portfolio turnover, and by diversifying portfolios to blunt the extremes of both market and company volatility. The firm generally focuses its investment strategies on the use of high-quality growth equity investments and debt securities. They also manages three sector strategies: energy, healthcare, and technology. Woodstock’s Investment Policy Committee manages the firm’s core buy and sell lists. | Finance |
Fleet Investment Advisors
Fleet Investment Advisors Major BanksFinance Commercial banking | Finance |
John Hancock Mutual Life Insurance Co.
John Hancock Mutual Life Insurance Co. Life/Health InsuranceFinance Provides life insurance products and services | Finance |
Cunningham Henderson & Papin, Inc.
Cunningham Henderson & Papin, Inc. Investment Trusts/Mutual FundsMiscellaneous Investment management | Miscellaneous |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Loyola Marymount University
 Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The National Association of Petroleum Investment Analysts
The National Association of Petroleum Investment Analysts Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals which specializes in the petroleum industry and the securities of its component companies | Commercial Services |
Boston Co. Real Estate Counsel, Inc. |
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