BOYD WATTERSON ASSET MANAGEMENT LLC

HTTP://WWW.BOYDWATTERSON.COM CLEVELAND, OH Investment Advisor How do I update this listing?

Boyd Watterson Asset Management is based out of Cleveland. Boyd Watterson Asset Management is a large advisory firm with 1623 clients and discretionary assets under management (AUM) of $7,456,479,090 (Form ADV from 2020-06-02). Their last reported 13F filing for Q2 2020 included $147,316,000 in managed 13F securities and a top 10 holdings concentration of 37.96%. Boyd Watterson Asset Management's largest holding is SPDR S&P 500 ETF Trust with shares held of 52,416. Boyd Watterson Asset Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 93 13F filings

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06/30/2020

13F Activity

  • Market Value $147.316 Million
  • Prior Market Value $122.239 Million
  • New Purchases16 stocks
  • Additional Purchases33 stocks
  • Sold out of5 stocks
  • Reduced holdings in35 stocks
  • Top 10 Holdings % 37.96 %
  • Turnover % [1]:19.09%
  • Turnover Alt % [2]: 9.27 %
  • Time Held Top20:16.85 quarters
  • Time Held Top10:10.80 quarters
  • Time Held All:25.83 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 24.53%
Performance Last 4 Quarters: 1.34%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BOYD WATTERSON ASSET MANAGEMENT, LLC
1301 EAST 9TH STREET SUITE 2900
CLEVELAND OH    44114-3179
Country: United States

Business Phone: 216-771-3450
Fax: 216-771-4454
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OH
Number of employees: 89
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities: 2,796,380,000
Total Number of Clients: 1623
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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BOYD WATTERSON ASSET MANAGEMENT, LLC

ownership team - last updated 2020-06-02
Name Title Start Date Direct/Indirect % Ownership
HYLAND, TIMOTHY, MICHAEL PRESIDENT, NATIONAL DIRECTOR OF SALES AND MARKETING 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC SENIOR EXECUTIVE VICE PRESIDENT direct 2006-01-01
TITANIUM ASSET MANAGEMENT CORP DIRECTOR direct 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT LLC PRESIDENT,MEMBER CLA&B direct 2000-03-01 2003-02-27
BOYD WATTERSON ASSET MANAGEMENT LLC PRESIDENT direct 2000-03-01 2004-10-06
BOYD WATTERSON ASSET MANAGEMENT LLC PRESIDENT / DIRECTOR direct 2000-03-01 2005-12-01
BOYD WATTERSON ASSET MANAGEMENT LLC MANAGING MEMBER indirect 2007-10-01 2008-06-30
BOYD WATTERSON ASSET MANAGEMENT LLC VICE CHAIRMAN/DIRECTOR direct 2006-01-01 2008-08-07
BOYD WATTERSON ASSET MANAGEMENT LLC MANAGING MEMBER indirect 2007-10-01 2008-08-07
GEVRY, BRIAN, LEE CEO / CHIEF INVESTMENT OFFICER 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC CEO / CHIEF INVESTMENT OFFICER direct 2006-01-01
TITANIUM ASSET MANAGEMENT CORP CHIEF EXECUTIVE OFFICER/DIRECTOR direct 2009-01-01
SOVEREIGN HOLDINGS LLC DIRECTOR direct 2010-04-01
BOYD WATTERSON ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER,MEMBER CLA&B direct 2000-03-01 2003-02-27
BOYD WATTERSON ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER direct 2000-03-01 2004-10-06
BOYD WATTERSON ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER / DIRECTOR direct 2000-03-01 2005-12-01
BOYD WATTERSON ASSET MANAGEMENT LLC MANAGING MEMBER indirect 2007-10-01 2008-06-30
BOYD WATTERSON ASSET MANAGEMENT LLC CEO AND CO-CHIEF INVESTMENT OFFICER/DIRECTOR direct 2006-01-01 2008-08-07
BOYD WATTERSON ASSET MANAGEMENT LLC MANAGING MEMBER indirect 2007-10-01 2008-08-07
BOYD WATTERSON ASSET MANAGEMENT, LLC CEO/CO-CHIEF INVESTMENT OFFICER direct 2006-01-01 2009-06-30
TITANIUM ASSET MANAGEMENT CORP CHIEF OPERATING OFFICER direct 2009-01-01 2010-03-11
TITANIUM ASSET MANAGEMENT CORP CHIEF OPERATING OFFICER / DIRECTOR direct 2009-01-01 2012-03-30
WOOD ASSET MANAGEMENT INC DIRECTOR direct 2010-04-01 2013-03-28
BEE, MICHAEL, EDWARD EXECUTIVE VICE PRESIDENT, CLIENT PORTFOLIO MANAGER 03/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC SENIOR EXECUTIVE VICE PRESIDENT direct 2003-03-01
TITANIUM ASSET MANAGEMENT CORP DIRECTOR direct 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT,MEMBER CLB direct 2000-03-01 2003-02-27
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2000-03-01 2004-10-06
BOYD WATTERSON ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT direct 2003-03-01 2008-08-07
WALER, JAMES, ALLAN EXECUTIVE VICE PRESIDENT/CHIEF TECHNOLOGY OFFICER 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER direct 2006-01-01
TITANIUM ASSET MANAGEMENT CORP CHIEF TECHNOLOGY OFFICER direct 2010-01-01
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT, MEMBER CLB direct 2001-07-01 2003-02-27
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2001-07-01 2003-06-03
BOYD WATTERSON ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER direct 2006-01-01 2006-03-27
BOYD WATTERSON ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT direct 2006-01-01 2008-06-30
BOYD WATTERSON ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT/COO direct 2006-01-01 2008-08-07
BOYD WATTERSON HOLDING CO. MEMBER 12/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC MEMBER direct 2008-12-01
Tarantino, Thomas, Joseph EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
TITANIUM ASSET MANAGEMENT CORP CHIEF COMPLIANCE OFFICER direct 2016-03-01
JAMIESON, PATRICIA, JANE EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCDONALD INVESTMENTS INC. SENIOR MANAGING DIRECTOR, DIRECTOR direct 1997-06-01
BOYD WATTERSON ASSET MANAGEMENT, LLC CHIEF FINANCIAL OFFICER direct 2016-03-01
TITANIUM ASSET MANAGEMENT CORP CHIEF FINANCIAL OFFICER/DIRECTOR direct 2016-03-01
CONVERY, BRIAN, A EXECUTIVE VICE PRESIDENT, DEPUTY CHIEF INVESTMENT OFFICER 08/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC EXECUTIVE VICE PRESIDENT, DEPUTY CHIEF INVESTMENT OFFICER direct 2019-08-01
TAMCO HOLDINGS, LLC SHAREHOLDER BOYD WATTERSON HOLDING CO. 12/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WOOD ASSET MANAGEMENT INC MAJORITY SHAREHOLDER indirect 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT, LLC MAJORITY SHAREHOLDER indirect 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT, LLC MAJORITY SHAREHOLDER indirect 2012-12-01
NATIONAL INVESTMENT SERVICES, INC SHAREHOLDER indirect 2012-12-01
TITANIUM ASSET MANAGEMENT CORP MAJORITY OWNER direct 2012-12-01
TITANIUM ASSET MANAGEMENT CORP MAJORITY SHAREHOLDER indirect 2012-12-01
TAMCO INTERMEDIARY, LLC MEMBER TAMCO HOLDINGS, LLC 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WOOD ASSET MANAGEMENT INC SHAREHOLDER indirect 2013-10-01
BOYD WATTERSON ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2013-10-01
NATIONAL INVESTMENT SERVICES, INC SHAREHOLDER indirect 2013-10-01
TITANIUM ASSET MANAGEMENT CORP SHAREHOLDER indirect 2013-10-01
BOYD-TAMCO HOLDINGS, LLC MEMBER TAMCO INTERMEDIARY, LLC 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WOOD ASSET MANAGEMENT INC SHAREHOLDER indirect 2012-12-01
WOOD ASSET MANAGEMENT INC SHAREHOLDER indirect 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2013-10-01
NATIONAL INVESTMENT SERVICES, INC SHAREHOLDER indirect 2012-12-01
NATIONAL INVESTMENT SERVICES, INC SHAREHOLDER indirect 2013-10-01
TITANIUM ASSET MANAGEMENT CORP SHAREHOLDER indirect 2012-12-01
TITANIUM ASSET MANAGEMENT CORP SHAREHOLDER indirect 2013-10-01

BOYD WATTERSON ASSET MANAGEMENT, LLC

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

BOYD WATTERSON ASSET MANAGEMENT, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
HYLAND, TIMOTHY, MICHAEL SENIOR EXECUTIVE VICE PRESIDENT 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC SENIOR EXECUTIVE VICE PRESIDENT direct 2006-01-01
TITANIUM ASSET MANAGEMENT CORP DIRECTOR direct 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT LLC PRESIDENT,MEMBER CLA&B direct 2000-03-01 2003-02-27
BOYD WATTERSON ASSET MANAGEMENT LLC PRESIDENT direct 2000-03-01 2004-10-06
BOYD WATTERSON ASSET MANAGEMENT LLC PRESIDENT / DIRECTOR direct 2000-03-01 2005-12-01
BOYD WATTERSON ASSET MANAGEMENT LLC MANAGING MEMBER indirect 2007-10-01 2008-06-30
BOYD WATTERSON ASSET MANAGEMENT LLC VICE CHAIRMAN/DIRECTOR direct 2006-01-01 2008-08-07
BOYD WATTERSON ASSET MANAGEMENT LLC MANAGING MEMBER indirect 2007-10-01 2008-08-07
GEVRY, BRIAN, LEE CEO / CHIEF INVESTMENT OFFICER 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC CEO / CHIEF INVESTMENT OFFICER direct 2006-01-01
TITANIUM ASSET MANAGEMENT CORP CHIEF EXECUTIVE OFFICER/DIRECTOR direct 2009-01-01
SOVEREIGN HOLDINGS LLC DIRECTOR direct 2010-04-01
BOYD WATTERSON ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER,MEMBER CLA&B direct 2000-03-01 2003-02-27
BOYD WATTERSON ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER direct 2000-03-01 2004-10-06
BOYD WATTERSON ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER / DIRECTOR direct 2000-03-01 2005-12-01
BOYD WATTERSON ASSET MANAGEMENT LLC MANAGING MEMBER indirect 2007-10-01 2008-06-30
BOYD WATTERSON ASSET MANAGEMENT LLC CEO AND CO-CHIEF INVESTMENT OFFICER/DIRECTOR direct 2006-01-01 2008-08-07
BOYD WATTERSON ASSET MANAGEMENT LLC MANAGING MEMBER indirect 2007-10-01 2008-08-07
BOYD WATTERSON ASSET MANAGEMENT, LLC CEO/CO-CHIEF INVESTMENT OFFICER direct 2006-01-01 2009-06-30
TITANIUM ASSET MANAGEMENT CORP CHIEF OPERATING OFFICER direct 2009-01-01 2010-03-11
TITANIUM ASSET MANAGEMENT CORP CHIEF OPERATING OFFICER / DIRECTOR direct 2009-01-01 2012-03-30
WOOD ASSET MANAGEMENT INC DIRECTOR direct 2010-04-01 2013-03-28
BEE, MICHAEL, EDWARD SENIOR EXECUTIVE VICE PRESIDENT 03/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC SENIOR EXECUTIVE VICE PRESIDENT direct 2003-03-01
TITANIUM ASSET MANAGEMENT CORP DIRECTOR direct 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT,MEMBER CLB direct 2000-03-01 2003-02-27
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2000-03-01 2004-10-06
BOYD WATTERSON ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT direct 2003-03-01 2008-08-07
SHIRAK, JAMES, RICHARD EXECUTIVE VICE PRESIDENT 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT direct 2006-01-01
TITANIUM ASSET MANAGEMENT CORP DIRECTOR direct 2014-06-01
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT,MEMBER CLB direct 2000-06-01 2003-02-27
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2000-06-01 2005-04-13
WALER, JAMES, ALLAN EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER direct 2006-01-01
TITANIUM ASSET MANAGEMENT CORP CHIEF TECHNOLOGY OFFICER direct 2010-01-01
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT, MEMBER CLB direct 2001-07-01 2003-02-27
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2001-07-01 2003-06-03
BOYD WATTERSON ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER direct 2006-01-01 2006-03-27
BOYD WATTERSON ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT direct 2006-01-01 2008-06-30
BOYD WATTERSON ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT/COO direct 2006-01-01 2008-08-07
BOYD WATTERSON HOLDING CO. MEMBER 12/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC MEMBER direct 2008-12-01
Tarantino, Thomas, Joseph CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
TITANIUM ASSET MANAGEMENT CORP CHIEF COMPLIANCE OFFICER direct 2016-03-01
JAMIESON, PATRICIA, JANE CHIEF FINANCIAL OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCDONALD INVESTMENTS INC. SENIOR MANAGING DIRECTOR, DIRECTOR direct 1997-06-01
BOYD WATTERSON ASSET MANAGEMENT, LLC CHIEF FINANCIAL OFFICER direct 2016-03-01
TITANIUM ASSET MANAGEMENT CORP CHIEF FINANCIAL OFFICER/DIRECTOR direct 2016-03-01
TAMCO HOLDINGS, LLC SHAREHOLDER BOYD WATTERSON HOLDING CO. 12/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WOOD ASSET MANAGEMENT INC MAJORITY SHAREHOLDER indirect 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT, LLC MAJORITY SHAREHOLDER indirect 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT, LLC MAJORITY SHAREHOLDER indirect 2012-12-01
NATIONAL INVESTMENT SERVICES, INC SHAREHOLDER indirect 2012-12-01
TITANIUM ASSET MANAGEMENT CORP MAJORITY OWNER direct 2012-12-01
TITANIUM ASSET MANAGEMENT CORP MAJORITY SHAREHOLDER indirect 2012-12-01
TAMCO INTERMEDIARY, LLC MEMBER TAMCO HOLDINGS, LLC 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WOOD ASSET MANAGEMENT INC SHAREHOLDER indirect 2013-10-01
BOYD WATTERSON ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2013-10-01
NATIONAL INVESTMENT SERVICES, INC SHAREHOLDER indirect 2013-10-01
TITANIUM ASSET MANAGEMENT CORP SHAREHOLDER indirect 2013-10-01
BOYD-TAMCO HOLDINGS, LLC MEMBER TAMCO INTERMEDIARY, LLC 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WOOD ASSET MANAGEMENT INC SHAREHOLDER indirect 2012-12-01
WOOD ASSET MANAGEMENT INC SHAREHOLDER indirect 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2013-10-01
NATIONAL INVESTMENT SERVICES, INC SHAREHOLDER indirect 2012-12-01
NATIONAL INVESTMENT SERVICES, INC SHAREHOLDER indirect 2013-10-01
TITANIUM ASSET MANAGEMENT CORP SHAREHOLDER indirect 2012-12-01
TITANIUM ASSET MANAGEMENT CORP SHAREHOLDER indirect 2013-10-01

BOYD WATTERSON ASSET MANAGEMENT, LLC

ownership team - last updated 2017-08-07
Name Title Start Date Direct/Indirect % Ownership
JAMIESON, PATRICIA, JANE CHIEF FINANCIAL OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCDONALD INVESTMENTS INC. SENIOR MANAGING DIRECTOR, DIRECTOR direct 1997-06-01
BOYD WATTERSON ASSET MANAGEMENT, LLC CHIEF FINANCIAL OFFICER direct 2016-03-01
TITANIUM ASSET MANAGEMENT CORP CHIEF FINANCIAL OFFICER/DIRECTOR direct 2016-03-01
Tarantino, Thomas, Joseph CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
TITANIUM ASSET MANAGEMENT CORP CHIEF COMPLIANCE OFFICER direct 2016-03-01
BOYD WATTERSON HOLDING CO. MEMBER 12/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC MEMBER direct 2008-12-01
WALER, JAMES, ALLAN EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER direct 2006-01-01
TITANIUM ASSET MANAGEMENT CORP CHIEF TECHNOLOGY OFFICER direct 2010-01-01
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT, MEMBER CLB direct 2001-07-01 2003-02-27
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2001-07-01 2003-06-03
BOYD WATTERSON ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER direct 2006-01-01 2006-03-27
BOYD WATTERSON ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT direct 2006-01-01 2008-06-30
BOYD WATTERSON ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT/COO direct 2006-01-01 2008-08-07
SHIRAK, JAMES, RICHARD EXECUTIVE VICE PRESIDENT 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT direct 2006-01-01
TITANIUM ASSET MANAGEMENT CORP DIRECTOR direct 2014-06-01
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT,MEMBER CLB direct 2000-06-01 2003-02-27
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2000-06-01 2005-04-13
BEE, MICHAEL, EDWARD SENIOR EXECUTIVE VICE PRESIDENT 03/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC SENIOR EXECUTIVE VICE PRESIDENT direct 2003-03-01
TITANIUM ASSET MANAGEMENT CORP DIRECTOR direct 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT,MEMBER CLB direct 2000-03-01 2003-02-27
BOYD WATTERSON ASSET MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2000-03-01 2004-10-06
BOYD WATTERSON ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT direct 2003-03-01 2008-08-07
GEVRY, BRIAN, LEE CEO / CHIEF INVESTMENT OFFICER 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC CEO / CHIEF INVESTMENT OFFICER direct 2006-01-01
TITANIUM ASSET MANAGEMENT CORP CHIEF EXECUTIVE OFFICER/DIRECTOR direct 2009-01-01
SOVEREIGN HOLDINGS LLC DIRECTOR direct 2010-04-01
BOYD WATTERSON ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER,MEMBER CLA&B direct 2000-03-01 2003-02-27
BOYD WATTERSON ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER direct 2000-03-01 2004-10-06
BOYD WATTERSON ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER / DIRECTOR direct 2000-03-01 2005-12-01
BOYD WATTERSON ASSET MANAGEMENT LLC MANAGING MEMBER indirect 2007-10-01 2008-06-30
BOYD WATTERSON ASSET MANAGEMENT LLC CEO AND CO-CHIEF INVESTMENT OFFICER/DIRECTOR direct 2006-01-01 2008-08-07
BOYD WATTERSON ASSET MANAGEMENT LLC MANAGING MEMBER indirect 2007-10-01 2008-08-07
BOYD WATTERSON ASSET MANAGEMENT, LLC CEO/CO-CHIEF INVESTMENT OFFICER direct 2006-01-01 2009-06-30
TITANIUM ASSET MANAGEMENT CORP CHIEF OPERATING OFFICER direct 2009-01-01 2010-03-11
TITANIUM ASSET MANAGEMENT CORP CHIEF OPERATING OFFICER / DIRECTOR direct 2009-01-01 2012-03-30
WOOD ASSET MANAGEMENT INC DIRECTOR direct 2010-04-01 2013-03-28
HYLAND, TIMOTHY, MICHAEL SENIOR EXECUTIVE VICE PRESIDENT 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOYD WATTERSON ASSET MANAGEMENT, LLC SENIOR EXECUTIVE VICE PRESIDENT direct 2006-01-01
TITANIUM ASSET MANAGEMENT CORP DIRECTOR direct 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT LLC PRESIDENT,MEMBER CLA&B direct 2000-03-01 2003-02-27
BOYD WATTERSON ASSET MANAGEMENT LLC PRESIDENT direct 2000-03-01 2004-10-06
BOYD WATTERSON ASSET MANAGEMENT LLC PRESIDENT / DIRECTOR direct 2000-03-01 2005-12-01
BOYD WATTERSON ASSET MANAGEMENT LLC MANAGING MEMBER indirect 2007-10-01 2008-06-30
BOYD WATTERSON ASSET MANAGEMENT LLC VICE CHAIRMAN/DIRECTOR direct 2006-01-01 2008-08-07
BOYD WATTERSON ASSET MANAGEMENT LLC MANAGING MEMBER indirect 2007-10-01 2008-08-07
TAMCO INTERMEDIARY, LLC SHAREHOLDER TAMCO HOLDINGS, LLC 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WOOD ASSET MANAGEMENT INC SHAREHOLDER indirect 2013-10-01
BOYD WATTERSON ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2013-10-01
NATIONAL INVESTMENT SERVICES, INC SHAREHOLDER indirect 2013-10-01
TITANIUM ASSET MANAGEMENT CORP SHAREHOLDER indirect 2013-10-01
BOYD-TAMCO HOLDINGS, LLC SHAREHOLDER TAMCO INTERMEDIARY, LLC 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WOOD ASSET MANAGEMENT INC SHAREHOLDER indirect 2012-12-01
WOOD ASSET MANAGEMENT INC SHAREHOLDER indirect 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2013-10-01
NATIONAL INVESTMENT SERVICES, INC SHAREHOLDER indirect 2012-12-01
NATIONAL INVESTMENT SERVICES, INC SHAREHOLDER indirect 2013-10-01
TITANIUM ASSET MANAGEMENT CORP SHAREHOLDER indirect 2012-12-01
TITANIUM ASSET MANAGEMENT CORP SHAREHOLDER indirect 2013-10-01
TAMCO HOLDINGS, LLC MAJORITY SHAREHOLDER BOYD WATTERSON HOLDING CO. 12/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WOOD ASSET MANAGEMENT INC MAJORITY SHAREHOLDER indirect 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT, LLC MAJORITY SHAREHOLDER indirect 2012-12-01
BOYD WATTERSON ASSET MANAGEMENT, LLC MAJORITY SHAREHOLDER indirect 2012-12-01
NATIONAL INVESTMENT SERVICES, INC SHAREHOLDER indirect 2012-12-01
TITANIUM ASSET MANAGEMENT CORP MAJORITY OWNER direct 2012-12-01
TITANIUM ASSET MANAGEMENT CORP MAJORITY SHAREHOLDER indirect 2012-12-01

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