Marcelo Alaniz

Analyst-Fixed Income at

Pugh Capital Management, Inc.

Finance

Consumer Services

Profile

Mr. Marcelo Alaniz, CFA, is a Senior Credit Analyst at Pugh Capital Management, Inc. He joined firm in 2022.
Mr. Alaniz was most recently was a Senior Credit Analyst at Public Trust Advisors in Denver where he covered investment grade issuers in the consumer staples, consumer discretionary and health care industries.
He was also the secondary analyst covering asset-backed securities and asset backed commercial paper.
He previously worked as a credit analyst at Great-West Financial Life where he covered REITs, Utilities, and Industrials.
He also held financial analyst roles at CenturyLink and S&P.
He holds a B.S.
in Finance from Metropolitan State University of Denver and is a Master’s in Finance and Risk Management candidate.
Marcelo is a CFA charterholder.

Marcelo Alaniz active positions

Companies	Position	Start
Pugh Capital Management, Inc. Pugh Capital Management, Inc. Investment ManagersFinance Pugh Capital's investment philosophy is rooted in the belief that fixed income inefficiencies can be exploited over a market cycle and that volatility provides opportunity. Their goal is to surpass clients’ expectations related to risk management and consistent risk-adjusted returns. The firm’s investment process is designed to capitalize on market inefficiencies while providing capital preservation and downside risk protection. The process combines top-down macro views, bottom-up fundamental research, downside risk management, and ongoing process enhancements. Investment ideas are developed through this process, with responsibility shared by the CIO, portfolio managers and analysts. A key differentiator of theit process is their boutique model and team-based approach, which helps ensure that all perspectives are heard.	Analyst-Fixed Income	01/01/2022

All active positions of Marcelo Alaniz

Former positions of Marcelo Alaniz

Companies	Position	End
Public Trust Advisors LLC Public Trust Advisors LLC Investment ManagersFinance Public Trust aims to provide high quality services at a low cost to the overcharged and under-serviced public sector. Their guiding principle is to safeguard the public’s funds while minimizing market risk and maximizing both liquidity and yield.	Analyst-Fixed Income	01/12/2021

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Linked companies

Private companies	4
Pugh Capital Management, Inc. Pugh Capital Management, Inc. Investment ManagersFinance Pugh Capital's investment philosophy is rooted in the belief that fixed income inefficiencies can be exploited over a market cycle and that volatility provides opportunity. Their goal is to surpass clients’ expectations related to risk management and consistent risk-adjusted returns. The firm’s investment process is designed to capitalize on market inefficiencies while providing capital preservation and downside risk protection. The process combines top-down macro views, bottom-up fundamental research, downside risk management, and ongoing process enhancements. Investment ideas are developed through this process, with responsibility shared by the CIO, portfolio managers and analysts. A key differentiator of theit process is their boutique model and team-based approach, which helps ensure that all perspectives are heard.	Finance
The University of Colorado The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Metropolitan State University Metropolitan State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Public Trust Advisors LLC Public Trust Advisors LLC Investment ManagersFinance Public Trust aims to provide high quality services at a low cost to the overcharged and under-serviced public sector. Their guiding principle is to safeguard the public’s funds while minimizing market risk and maximizing both liquidity and yield.	Finance