Bill Howarth
About Bill Howarth
Bill Howarth serves as Vice President and Fixed Income Portfolio Manager at Fox Asset Management, where he has worked since 2006. He specializes in industrial analysis and capital goods investments, demonstrating strong portfolio performance across multiple timeframes.
Work at Fox Asset Management
Bill Howarth has served as Vice President and Fixed Income Portfolio Manager at Fox Asset Management since 2006. He operates from Shrewsbury, New Jersey, where he manages fixed income portfolios for a variety of clients, including mutual funds, pension funds, insurance companies, and separate accounts. His role includes acting as an industrial analyst for Fox Equity portfolios, where he provides insights and analysis on investments within the industrial sector. Additionally, he holds the position of capital goods analyst for Eaton Vance Fixed Income, focusing on capital goods sector investments.
Education and Expertise
Bill Howarth earned a Bachelor’s Degree in Marketing/Marketing Management from the University of Scranton. He furthered his education by obtaining a Master of Business Administration (M.B.A.) with a focus on Management Information Systems from St. Peters College in Jersey City, NJ. His educational background supports his expertise in investment management and analysis, particularly in the fixed income and capital goods sectors.
Portfolio Management Achievements
Throughout his tenure at Fox Asset Management, Bill Howarth has demonstrated strong investment acumen, achieving portfolio performance that has outperformed benchmarks over the year-to-date, 3-year, and 7-year periods. His ability to manage fixed income portfolios effectively has contributed to the success of the firm and its clients.
Client Relations and Communication
Bill Howarth has presented investment strategy and performance to institutional and Taft-Hartley accounts, showcasing his expertise in client relations and communication. His role involves articulating complex investment strategies in a manner that is accessible to clients, ensuring they understand the performance and direction of their investments.
Investment Committee Contributions
As a member of the firm's Investment Committee, Bill Howarth contributes to strategic investment decisions. His insights and analyses play a crucial role in shaping the investment strategies employed by Fox Asset Management, reflecting his commitment to the firm's overall investment objectives.