Profile
Mr. Scott L.
Barbee, CFA MBA, is a Portfolio Manager at Aegis Financial Corp.
and a Treasurer & Director at The Atlas Economic Research Foundation.
He is on the Board of Directors at The Atlas Economic Research Foundation.
Prior to Aegis, Mr. Barbee worked as an Analyst covering oilfield services at Simmons & Company, and later as a generalist with deep value advisor Donald Smith & Company.
Mr. Barbee received his M.B.A. from the Wharton School at the University of Pennsylvania and holds a B.S.
degree in Mechanical Engineering and a B.A. degree in Economics from Rice University.
Scott Lon Barbee active positions
| Companies | Position | Start |
|---|---|---|
Aegis Financial Corp.
Aegis Financial Corp. Investment ManagersFinance Aegis Financial specializes in the management of investments involving small-cap value equities and an allocation strategy between small-cap value equities and fixed-income securities, including high yield bonds. The firm utilizes a contrarian, patient, long-term mindset and a systematic, fact-driven, bottom-up investment process that seeks to methodically and dispassionately evaluate a company’s long-term underlying fundamentals while limiting the emotional influence of transitory business challenges or daily trading fluctuations of its stock. | Chief Executive Officer | 01/06/1997 |
The Atlas Economic Research Foundation
The Atlas Economic Research Foundation Miscellaneous Commercial ServicesCommercial Services Promotes freedom | Director/Board Member | - |
Former positions of Scott Lon Barbee
| Companies | Position | End |
|---|---|---|
BGB Securities, Inc.
BGB Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | President | 01/01/2013 |
| THE MIIX GROUP, INC. | Director/Board Member | 13/10/2004 |
Simmons & Company International
Simmons & Company International Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Donald Smith & Co., Inc.
Donald Smith & Co., Inc. Investment ManagersFinance DS&C is a deep-value manager that employs a disciplined bottom-up approach. They invest in stocks of out-of-favor companies selling at discounts to tangible book value. The firm tries to look for companies in the bottom decile of price-to-tangible book value ratios and a positive outlook for earnings potential over the next 2-4 years. DS&C utilizes fundamental security analysis and basic research. | Analyst-Equity | - |
Training of Scott Lon Barbee
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Donald Smith & Co., Inc.
Donald Smith & Co., Inc. Investment ManagersFinance DS&C is a deep-value manager that employs a disciplined bottom-up approach. They invest in stocks of out-of-favor companies selling at discounts to tangible book value. The firm tries to look for companies in the bottom decile of price-to-tangible book value ratios and a positive outlook for earnings potential over the next 2-4 years. DS&C utilizes fundamental security analysis and basic research. | Finance |
MIIX Group, Inc.
MIIX Group, Inc. Specialty InsuranceFinance Provides medical professional liability insurance | Finance |
BGB Securities, Inc.
BGB Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Simmons & Company International
Simmons & Company International Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rice University
Rice University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aegis Financial Corp.
Aegis Financial Corp. Investment ManagersFinance Aegis Financial specializes in the management of investments involving small-cap value equities and an allocation strategy between small-cap value equities and fixed-income securities, including high yield bonds. The firm utilizes a contrarian, patient, long-term mindset and a systematic, fact-driven, bottom-up investment process that seeks to methodically and dispassionately evaluate a company’s long-term underlying fundamentals while limiting the emotional influence of transitory business challenges or daily trading fluctuations of its stock. | Finance |
The Atlas Economic Research Foundation
The Atlas Economic Research Foundation Miscellaneous Commercial ServicesCommercial Services Promotes freedom | Commercial Services |
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