Cox Capital Management

Cox Capital Hosts UMass Lowell Alumni Event

LogoCox Capital Management recently sponsored the UMass Lowell River Hawk Road Show, an alumni networking and "Meet the Coaches" event held at the Oak & Iron Brewery in Andover, MA. Headlining the event were Dean of the Manning School of Business Sandra Richtermeyer and UML Head Hockey Coach Norm Bazin. Also in attendance were the Head Coaches of Women's Soccer Mira Novak and Women's Basketball Tom Garrick. Over 50 UML alumni attended the event to enjoy Oak & Iron's assortment of craft beers, socialize, and hear UML's coaches speak. Cox Capital founder Bill Cox, class of '81, spoke briefly after being introduced by Dean Richetermeyer. Bill highlighted the large role UMass Lowell has played in shaping his career and spoke about his commitment to hiring the best and brightest students coming out of UML. He went on to introduce his fellow UML alum, Cox Capital Portfolio Manager Ethan Brown, class of '14, and several current and former Cox Capital interns - Jason McKinnon, Caleb Casimir, and Debora Pontes - all current UML students. The gathering was a great success with many folks sticking around long after the event's scheduled end. UMass Lowell's Office of Alumni Relations played a primary role in organizing the gathering, with Heather Makrez, Steve Rogers, Reja Gamble, and Diedra Miles all providing key support. The River Hawk Road Show emphasized Cox Capital's support for UML students and their commitment to the advancement of the school.

Cox Capital Welcomes UMass Lowell Fall Interns

LogoCox Capital Management is pleased to welcome UMass Lowell students Debora Pontes of Lowell, MA and Caleb Casimir of Canton, MA as the latest research interns to join the investment team. Both are entering their senior year at UML. Debora is majoring in Economics with a Finance minor while Caleb is pursuing a double major in Finance and Management Information Systems. Each comes to Cox Capital with an incredibly strong academic background and a desire to broaden their understanding of the investment management industry. Debora, who maintains a 4.0 GPA, has a strong background in mathematics and would like to pursue a career as a financial analyst. Caleb, a Dean's List student, comes to Cox Capital with the valuable skillset of computer programming and has particular interest in the pharmaceutical and technology industries. Both interns plan to pursue their CFA designations, one of the most rigorous and widely recognized certifications in the field of finance. The team at Cox Capital is excited to work with such accomplished and driven young professionals. The internship begins in September and runs through December.

UMass Lowell Interns Join Cox Capital's Investment Team

LogoCox Capital Management is happy to welcome UMass Lowell students Jason McCannon of Danvers, MA and Hanifa Nankinga of North Andover, MA to their investment team. The two were selected from dozens of applicants to fill two internship positions where they will get hands-on experience in the wealth/asset management industry. Jason, a junior majoring in Finance and MIS, is assisting with investment research, idea generation, and portfolio optimization. He plans to pursue a career in asset management. Hanifa is a senior at UML majoring in Finance and Management. She plans to pursue a career as a financial planner and aims to achieve the CFP designation. Hanifa is assisting with 401k optimization, portfolio rebalancing, and mutual fund screening. Both interns have access to Bloomberg and MorningStar, the industry standards for investment research tools. The two were selected by Cox Capital not only for their strong academic records but also for their history of success outside of the classroom.

Cox Capital Delivers Investment Presentation at Nonprofit Event

LogoFor the second year in a row, Associated Grant Makers (AGM), a nonprofit membership-based organization in Boston, hosted Cox Capital Management (CCM) for their presentation titled "An Introduction to Investing for Nonprofits and Foundations." CCM founder Bill Cox and portfolio manager Ethan Brown spoke about the best practices that nonprofits should employ when dealing with investments. The topics ranged from setting up investment committees, writing investment policy statements, evaluating investment managers, and simple tips to protect portfolios from disaster. The event was attended by approximately 20 New England-based nonprofits and was organized by Alex McCray and Kelton Artuso of AGM. Throughout the presentation, Bill shared examples from his 15+ years of experience working with nonprofits and endowments. The pair also touched on how an organization can determine their appropriate asset allocation and what level of management fees are reasonable. Bill and Ethan hosted a brief question and answer session towards the end of their talk.

UMass Lowell Professor Joins Cox Capital's Investment Committee

LogoCox Capital is pleased to announce the addition of Tunde Kovacs, PhD to their investment committee. Tunde is a professor at the University of Massachusetts at Lowell and holds a PhD in finance from Virginia Tech University. Originally from Hungary, Tunde also holds an MBA from Corvinus University in Budapest, Hungary. Tunde brings an amazing analytical skillset to Cox Capital's investment team and keeps a pulse on the latest academic research in the field of finance. Further, she has won awards for Excellence in Teaching at both UMass Lowell and Northeastern University. She has nearly a dozen outstanding publications on topics ranging from the effects of analyst recommendations to the phenomenon of post-earnings stock price drift. Cox Capital's investment committee meets quarterly to discuss performance results, asset allocation, security selection, and macroeconomic trends. Tunde's insights will add value to Cox Capital's investment process and keep the firm updated on the latest research and trends in investment management. The addition of Tunde also underscores Cox Capital's commitment to using best practices in terms of business processes.

Cox Capital Presents to UMass Lowell Finance Society

LogoOn Wednesday, November 9th, 2017 Cox Capital Management was invited to speak to the UMass Lowell Finance Society. Chief Investment Officer Bill Cox and Research Analyst/Portfolio Manager Ethan Brown presented on a variety of topics including their personal work experience, trends in the finance industry, and advice to future job seekers. Nearly 100 students, ranging from freshman to seniors, attended the presentation. Mr. Cox, a UML graduate, recounted his 35 years of experience in the investment industry ranging from his career in institutional sales to the founding of Cox Capital. Both Mr. Cox and Mr. Brown described the firm's investment philosophy and research process and gave their thoughts on how the industry will evolve in the coming years. Of notable importance, the two unveiled a new Cox Capital internship program that will exclusively hire top talent from UMass Lowell each year. Selected candidates will get hands on experience in the world of money management, gaining insight into both fundamental and quantitative research techniques. With the internship program, Mr. Cox and Mr. Brown solidified their commitment to provide opportunity for UMass Lowell's top finance majors. "UMass Lowell has made incredible strides over the past few years and is producing some really top-tier students – We are very excited to get these kids some experience and reap the benefits of what they have to offer," commented Mr. Cox. The internship program is slated to begin in January of 2018.

Cox Capital Announces New Technology Solutions

LogoCox Capital Management (CCM) is pleased to introduce a suite of new technology solutions that will give clients easier account access through both desktop and mobile devices.

Cox Capital Presents 'Investing for Nonprofits' at Associated Grant Makers Event

LogoAssociated Grant Makers (AGM), a nonprofit membership-based organization, hosted Bill Cox and Ethan Brown of Cox Capital Management (CCM) for a presentation titled "Intro to Evaluating Investments". AGM is committed to creating networking, skill-building, and learning opportunities for members of the nonprofit community. Bill and Ethan presented to over 20 organizations on the topics of setting up investment committees, writing investment policy statements, evaluating investment fees, and determining how to evaluate different types of investments. Diana Esposito and Michael Underhill, both of AGM, coordinated the event. Bill shared his experiences of working on the investment side of the nonprofit community for 20 years with clients ranging from major university endowments to small, local charities. The presentation lasted 90 minutes, with Bill and Ethan taking questions during and after the event.

Cox Capital Management Welcomes UMass Lowell Student to Investment Team

LogoCox Capital is pleased to announce UMass Lowell student Nicholas Salema as the newest addition to the investment team. Nick will be filling the role of research intern/associate. His duties will include compiling macroeconomic data, completing company-specific analyses, and operating CCM's proprietary portfolio optimization models. A Business major at UMass Lowell in his senior year, Nick has a concentration in Finance and Management and boasts a strong GPA. Prior to joining CCM, Nick gained experience working at Empower Retirement in Andover, MA and Service Credit Union in Nashua, NH. His skillset will be utilized to aid portfolio managers in the investment decision making process. With the addition of Nick, CCM strengthens their research capacity and continues their legacy of hiring top talent from UMass Lowell. William Cox, founder of the company, graduated from UML with a degree in Finance before obtaining his MBA from Northeastern. In 2015, the firm hired Ethan Brown, who earned his MBA from UML, to fill the role of research analyst and assistant portfolio manager.