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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Dave Carlsen | co-Portfolio Manager | 2024 | now |
背景介紹 | Dave Carlsen, CFA, Co-Portfolio Managerand partner. Mr. Carlsen has been an investment professional since 1992 and joined Kornitzer Capital Management (KCM) in 2004. Mr. Carlsen was formerly a senior equity research analyst at Strong Capital Management, Inc. in Milwaukee, Wisconsin and an investment analyst and operations manager with Northern Capital Management Inc. in Madison, Wisconsin. Mr. Carlsen holds a B.B.A. in Finance, Investments and Banking from the University of Wisconsin-Madison. Mr. Carlsen holds the Chartered Financial Analyst designation. | ||
Doug Cartwright | Co-Portfolio Manager | 2021 | now |
背景介紹 | Doug Cartwright, CFA, Co-Portfolio Manager and partner. Mr. Cartwright has been an investment professional since 2006 and joined Kornitzer Capital Management in 2013. Mr. Cartwright was formerly an equity analyst with Kellogg Asset Management and a credit analyst with Waddell & Reed Investment Management. Mr. Cartwright holds a B.A. in Business Administration from Baylor University and an M.B.A from the Wisconsin School of Business Applied Securities Analysis Program. Mr. Cartwright has served as co-portfolio manager of the Emerging Opportunities Fund since 2015. | ||
Josh West | Portfolio Management | 2017 | now |
背景介紹 | Mr. West has been an investment professional since 2005 and joined KCM in 2008. Previously, Mr. West was an equity investment analyst with Scout Investment Advisors in Kansas City, Missouri. Mr. West holds an M.B.A. from the University of Missouri-Columbia and B.S. from the University of Missouri-Columbia. | ||
Craig Richard | Co-Portfolio Manager | 2021 | 2023 |
背景介紹 | Craig Richard, CFA, Co-Portfolio Manager. Mr. Richard has been an investment professional since 2002 and joined KCM in 2008. Previously, Mr. Richard was an equity research analyst with A.G. Edwards from 2005 to 2007. Mr. Richard holds a B.S. from Kansas State University and an M.B.A. from the University of Kansas. | ||
Chris Carter | Co-Portfolio Manager | 2017 | 2021 |
背景介紹 | Chris Carter, CFA, Co-Portfolio Manager. Mr. Carter has been an investment professional since 2009 and joined Kornitzer Capital Management, Inc(KCM) in 2011. Mr. Carter was formerly an equity research analyst at Nakoma Capital Management in Madison, Wisconsin from 2009-2011. Mr. Carter holds a B.S. in Finance from Santa Clara University and an M.B.A. from the Wisconsin School of Business Applied Securities Analysis Program. | ||
Dave Carlsen | co-Portfolio Manager | 2015 | 2017 |
背景介紹 | Dave Carlsen, CFA, Co-Portfolio Managerand partner. Mr. Carlsen has been an investment professional since 1992 and joined Kornitzer Capital Management (KCM) in 2004. Mr. Carlsen was formerly a senior equity research analyst at Strong Capital Management, Inc. in Milwaukee, Wisconsin and an investment analyst and operations manager with Northern Capital Management Inc. in Madison, Wisconsin. Mr. Carlsen holds a B.B.A. in Finance, Investments and Banking from the University of Wisconsin-Madison. Mr. Carlsen holds the Chartered Financial Analyst designation. | ||
Robert Male | Co-Portfolio Manager | 2001 | 2017 |
背景介紹 | Mr. Male has been an investment professional since 1986 and joined KCM in 1997. Prior to joining KCM, he was a senior equity securities analyst with the USAA Investment Management Company in San Antonio, Texas. He holds a B.S. in Business Administration from the University of Kansas and an M.B.A. from Southern Methodist University. Mr. Male holds the Chartered Financial Analyst designation. | ||
Scott Moore | Co-Portfolio Manager and Research Analyst | 2017 | 2017 |
背景介紹 | Scott Moore, CFA, Co-Portfolio Manager and Research Analyst. Mr. Moore is a portfolio manager and research analyst with Kornitzer Capital Management, Inc., and has been an investment professional since 1997. He joined Kornitzer Capital Management, Inc. in 2005. Previously, Mr. Moore was an equity investment analyst with the Montana Board of Investments in Helena, Montana. Mr. Moore holds an MBA from the University of Missouri, Kansas City and B.S. in Business Administration from the University of Missouri at Columbia. | ||
Kent Gasaway | Senior Vice President, Partner | 2001 | 2015 |
背景介紹 | Mr. Gasaway is senior vice president and partner with Kornitzer Capital Management (KCM), his employer since 1991. Mr. Gasaway has been an investment professional since 1982. Prior to joining KCM, he spent 10 years with Waddell & Reed Mutual Funds Group. Mr. Gasaway holds the Chartered Financial Analyst designation. | ||
Grant P. Sarris | Portfolio Manager | 2003 | 2013 |
背景介紹 | Mr. Sarris, CFA, joined Chiron as Portfolio Manager in 2015. Previously, Mr. Sarris served as a portfolio manager at Kornitzer Capital Management from 2003--2013. From 2013-2015, Mr.Sarris managed his personal portfolio. Mr. Sarris has been an investment professional since 1991. Prior to joining KCM, he was a senior vice president and portfolio manager with Waddell & Reed Investment Management Company. He holds an M.B.A. from the University of Minnesota and a B.A. from the University of Wisconsin. |
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