Al Freeman

Director of Research - Equity at

Azimuth Capital Investment Management LLC

Finance

Consumer Services

Profile

Alan Lynn Freeman is currently Managing Director & Director of Research at Azimuth Capital Investment Management LLC since 2022.
Formerly, Mr. Freeman was Managing Director & Director of Research at Azimuth Capital Management LLC from 2005 to 2022.
Prior roles include Principal at Citigroup, Inc., Senior Portfolio Manager at Diamond Capital Management, Inc. (Delaware) from 2003 to 2005, Portfolio Manager at Feldman Securities Group LLC, and Financial Consultant at Morgan Stanley Smith Barney Private Management LLC.
Education includes an undergraduate degree from the University of Nebraska and an MBA from Kellogg School of Management.

Al Freeman active positions

Companies	Position	Start
Azimuth Capital Investment Management LLC Azimuth Capital Investment Management LLC Investment ManagersFinance Azimuth develops a comprehensive investment strategy, considering the client’s overall net worth. Each portfolio is constructed and managed based on client’s parameters regarding total return, income, liquidity, and risk. The firm’s primary objective is one of capital preservation and long-term growth with risk managed through a diversified investment portfolio. For taxable accounts, they proactively manage the tax efficiency of investments and transactions. In volatile market environments, their investment philosophy permits the flexibility to shift the equity and fixed-income allocations to maintain value.	Director of Research - Equity	01/04/2022

All active positions of Al Freeman

Former positions of Al Freeman

Companies	Position	End
Azimuth Capital Management LLC Azimuth Capital Management LLC Investment ManagersFinance ACM seeks to achieve capital preservation and long-term growth with risk managed through a diversified investment portfolio. Each portfolio is constructed and managed based on client’s parameters regarding total return, income, liquidity, and risk.	Director of Research - Equity	01/04/2022
Diamond Capital Management, Inc. (Delaware) Diamond Capital Management, Inc. (Delaware) Investment ManagersFinance DCM develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance.	Analyst-Equity	14/10/2005
Morgan Stanley Smith Barney Private Management LLC Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds.	Corporate Officer/Principal	-
Feldman Securities Group LLC Feldman Securities Group LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-
CITIGROUP INC.	Corporate Officer/Principal	-

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Linked companies

Private companies	8
University of Nebraska University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Citigroup, Inc. Citigroup, Inc. Major BanksFinance Provides retail, investment, commercial banking, brand cards, securities sale & exchanges services	Finance
Diamond Capital Management, Inc. (Delaware) Diamond Capital Management, Inc. (Delaware) Investment ManagersFinance DCM develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance.	Finance
Feldman Securities Group LLC Feldman Securities Group LLC Investment ManagersFinance Provides investment advice	Finance
Azimuth Capital Management LLC Azimuth Capital Management LLC Investment ManagersFinance ACM seeks to achieve capital preservation and long-term growth with risk managed through a diversified investment portfolio. Each portfolio is constructed and managed based on client’s parameters regarding total return, income, liquidity, and risk.	Finance
Morgan Stanley Smith Barney Private Management LLC Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds.	Finance
Kellogg School of Management Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Azimuth Capital Investment Management LLC Azimuth Capital Investment Management LLC Investment ManagersFinance Azimuth develops a comprehensive investment strategy, considering the client’s overall net worth. Each portfolio is constructed and managed based on client’s parameters regarding total return, income, liquidity, and risk. The firm’s primary objective is one of capital preservation and long-term growth with risk managed through a diversified investment portfolio. For taxable accounts, they proactively manage the tax efficiency of investments and transactions. In volatile market environments, their investment philosophy permits the flexibility to shift the equity and fixed-income allocations to maintain value.	Finance

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