Kathleen McGahran - Adams Natural Independent Chairman of the Board

PEO Fund  USD 23.68  0.09  0.38%   
Kathleen McGahran is Fund Manager at Adams Natural Resources
Dr. Kathleen T. McGahran, Ph.D., J.D., CPA, is an Independent Chairman of the Board of Adams Natural Resources Fund, Inc. Dr. McGahran has served as the Chair of the Funds Board of Directors since March 19, 2013. She is a CPA, a lawyer, and holds a Ph.D. in Accounting and Finance from New York University, and brings to the Board a very broad and valuable skill set. She is the President and CEO of Pelham Associates, an executive education provider. She has served on the faculties of the Tuck School of Business at Dartmouth College, the Graduate School of Business at Columbia University, and the Stern School of Business at New York University
Age 70
Tenure 11 years
Phone410-752-5900
Webhttps://www.adamsfunds.com
McGahran has expertise in financial analysis and has conducted financial analysis training programs for Wall Street firms and Fortune 500 companies. She was deemed an audit committee financial expert, as that term is defined in federal securities regulations, by her fellow directors and served as Chair of the Fund’s Audit Committee for several terms.

Adams Natural Management Performance (%)

The company has Return on Asset of 2.13 % which means that on every $100 spent on assets, it made $2.13 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 23.92 %, implying that it generated $23.92 on every 100 dollars invested. Adams Natural's management efficiency ratios could be used to measure how well Adams Natural manages its routine affairs as well as how well it operates its assets and liabilities.

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Adams Natural Resources Fund, Inc. is a publicly owned investment manager. Adams Natural Resources Fund, Inc. was founded in 1929 and is based in Baltimore, Maryland with an additional office in Boston, Massachusetts. Adams Natural operates under Asset Management classification in the United States and is traded on New York Stock Exchange. The fund is not categorized under any group at the present time.

Management Performance

Adams Natural Resources Leadership Team

Elected by the shareholders, the Adams Natural's board of directors comprises two types of representatives: Adams Natural inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Adams. The board's role is to monitor Adams Natural's management team and ensure that shareholders' interests are well served. Adams Natural's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Adams Natural's outside directors are responsible for providing unbiased perspectives on the board's policies.
Roger Gale, Independent Director
Janis Kerns, Chief Compliance Officer, General Counsel, Corporate Secretary
Lauriann Kloppenburg, Independent Director
Kenneth Dale, Independent Director
Mary Jammet, Independent Director
Mark Stoeckle, CEO, Sr. Portfolio Manager, Interested Director, and Member of Executive Committee
Brian Hook, Chief Financial Officer, Vice President, Treasurer
James Haynie, Executive Vice President
Craig Smith, Independent Director
Enrique Arzac, Independent Director
Kathleen McGahran, Independent Chairman of the Board
Frederic Escherich, Independent Director

Adams Fund Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Adams Natural a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Pair Trading with Adams Natural

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Adams Natural position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Adams Natural will appreciate offsetting losses from the drop in the long position's value.

Moving together with Adams Fund

  0.64TDF Templeton Dragon ClosedPairCorr

Moving against Adams Fund

  0.73MRK Merck Company Fiscal Year End 6th of February 2025 PairCorr
  0.59BA Boeing Fiscal Year End 29th of January 2025 PairCorr
  0.58SWZ Swiss Helvetia ClosedPairCorr
The ability to find closely correlated positions to Adams Natural could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Adams Natural when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Adams Natural - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Adams Natural Resources to buy it.
The correlation of Adams Natural is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Adams Natural moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Adams Natural Resources moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Adams Natural can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Other Information on Investing in Adams Fund

Adams Natural financial ratios help investors to determine whether Adams Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Adams with respect to the benefits of owning Adams Natural security.
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