Charles Lorenza Curry

Analyst-Fixed Income at

Xponance, Inc.

Finance

Consumer Services

Health Services

Profile

Mr. Charles L.
Curry is a Managing Director & Senior Portfolio Manager of U.S.
Fixed Income at Xponance, Inc. He serves as Lead Portfolio Manager for Xponance’s Yield Advantage U.S.
Fixed Income products and leads all aspects of Xponance’s U.S.
Fixed Income research activities.
Prior to helping launch Piedmont Investment Advisors, an investment firm acquired by FIS Group, the predecessor company to Xponance, he also oversaw the Bank Advisory Services team which performed preferred stock and warrant valuation services for the U.S.
Department of the Treasury’s Troubled Asset Relief Program (TARP) for Piedmont.
He previously served as lead portfolio manager at Hughes Capital Management with responsibility for $800 million in fixed income assets (as of 12/31/00).
He began his investing career as an Analyst/Trader at Sovran Capital Management formerly a subsidiary of Bank of America.
He received his A.B. in Political Science from Duke University and his M.B.A. in Finance from Clark-Atlanta University.

Charles Lorenza Curry active positions

Companies	Position	Start
Xponance, Inc. Xponance, Inc. Investment ManagersFinance Xponance provides equity and fixed income investment strategies through multiple platforms, on both a discretionary and non-discretionary basis. The firm aims to deliver long-term results that maximize returns per unit of risk, leveraging skill-based investment decisions. They perform bottom-up analysis on the corporate market as well as other spread sectors.	Analyst-Fixed Income	01/04/2020

All active positions of Charles Lorenza Curry

Former positions of Charles Lorenza Curry

Companies	Position	End
Hughes Capital Management, Inc. Hughes Capital Management, Inc. Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-
The Forest at Duke, Inc. The Forest at Duke, Inc. Hospital/Nursing ManagementHealth Services Owns and operates retirement community	Director/Board Member	-
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.	Analyst-Fixed Income	-

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Private companies	6
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 Duke University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Clark Atlanta University Clark Atlanta University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Xponance, Inc. Xponance, Inc. Investment ManagersFinance Xponance provides equity and fixed income investment strategies through multiple platforms, on both a discretionary and non-discretionary basis. The firm aims to deliver long-term results that maximize returns per unit of risk, leveraging skill-based investment decisions. They perform bottom-up analysis on the corporate market as well as other spread sectors.	Finance
The Forest at Duke, Inc. The Forest at Duke, Inc. Hospital/Nursing ManagementHealth Services Owns and operates retirement community	Health Services
Hughes Capital Management, Inc. Hughes Capital Management, Inc. Investment ManagersFinance Provides investment advice	Finance