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Katherine A. Kuntz
Plus aucun poste en cours
Profil
Ms. Katherine A. Kuntz, CFA CPA, is Co-Founder at PMK Capital Management LLC.
Ms. Kuntz was previously employed as a Portfolio Manager by Todd Asset Management LLC, a Research Analyst by Veredus Asset Management LLC, and a Principal by PricewaterhouseCoopers LLP.
She received her undergraduate degree from Bellarmine University.
Anciens postes connus de Katherine A. Kuntz
| Sociétés | Poste | Fin |
|---|---|---|
Veredus Asset Management LLC
 Veredus Asset Management LLC Investment ManagersFinance VAM employs a bottom-up approach to portfolio management in the small-cap arena. Primary emphasis is placed on identifying companies that have a recent history of positive earnings surprise and upward revisions in consensus earnings estimates. They believe that earnings surprises and estimate revisions are better predictors of future stock price performance than more traditional approaches that are based on minimum absolute growth targets. VAM begins their investment process by screening for companies that rank in the top 20% of all companies based on earnings estimate revisions and quarterly earnings surprise. Further emphasis is placed on companies where VAM's internal expectations are materially different from that of the consensus. Cash Flow Return on Investment is the key metric on which they focus to determine the longer potential earnings power of a company. In the next step, technical analysis is used to provide market confirmation of VAM's fundamental findings. They use technical analysis not only for confirmation, but also to establish a framework for risk versus reward. Sector selection or rotation is not a primary focus. However, this does not preclude the firm from having several companies from a particular industry or sector in the portfolio at a given time. Risk management at VAM emanates from their sell discipline. Portfolios are reviewed on a daily basis in an effort to ascertain the performance of each position. A stock is sold or reduced in size when a company does not meet internal expectations, which may or may not be similar to Wall Street expectations. A stock may also be sold due to a change in strategic market outlook, becomes fully valued or a better idea develops. | Analyst-Equity | 30/04/2009 |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Corporate Officer/Principal | 31/12/1999 |
PMK Capital Management LLC
 PMK Capital Management LLC Investment ManagersFinance PMK Capital Management creates long and short portfolios designed to capitalize on securities' anticipated cash flows. Their investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company and primarily focus on small-cap equity securities. While their focus is on small-cap equities, PMK may also transact in the following instruments: ETFs, ADRs, other equity securities, preferred stocks, stock warrants and rights, bonds, debentures and convertible securities and other debt obligations. | Fondateur | - |
Todd Asset Management LLC
 Todd Asset Management LLC Investment ManagersFinance TAM provides continuous advice to clients regarding the investment of assets based on the investment objectives established by the client. The firm uses the following methods of analysis in formulating their investment advice and/or managing client assets. | Gestionnaire de Portefeuille-Actions | - |
Formation de Katherine A. Kuntz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
100
+
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Veredus Asset Management LLC
Veredus Asset Management LLC Investment ManagersFinance VAM employs a bottom-up approach to portfolio management in the small-cap arena. Primary emphasis is placed on identifying companies that have a recent history of positive earnings surprise and upward revisions in consensus earnings estimates. They believe that earnings surprises and estimate revisions are better predictors of future stock price performance than more traditional approaches that are based on minimum absolute growth targets. VAM begins their investment process by screening for companies that rank in the top 20% of all companies based on earnings estimate revisions and quarterly earnings surprise. Further emphasis is placed on companies where VAM's internal expectations are materially different from that of the consensus. Cash Flow Return on Investment is the key metric on which they focus to determine the longer potential earnings power of a company. In the next step, technical analysis is used to provide market confirmation of VAM's fundamental findings. They use technical analysis not only for confirmation, but also to establish a framework for risk versus reward. Sector selection or rotation is not a primary focus. However, this does not preclude the firm from having several companies from a particular industry or sector in the portfolio at a given time. Risk management at VAM emanates from their sell discipline. Portfolios are reviewed on a daily basis in an effort to ascertain the performance of each position. A stock is sold or reduced in size when a company does not meet internal expectations, which may or may not be similar to Wall Street expectations. A stock may also be sold due to a change in strategic market outlook, becomes fully valued or a better idea develops. | Finance |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Commercial Services |
Bellarmine University
 Bellarmine University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Todd Asset Management LLC
Todd Asset Management LLC Investment ManagersFinance TAM provides continuous advice to clients regarding the investment of assets based on the investment objectives established by the client. The firm uses the following methods of analysis in formulating their investment advice and/or managing client assets. | Finance |
PMK Capital Management LLC
PMK Capital Management LLC Investment ManagersFinance PMK Capital Management creates long and short portfolios designed to capitalize on securities' anticipated cash flows. Their investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company and primarily focus on small-cap equity securities. While their focus is on small-cap equities, PMK may also transact in the following instruments: ETFs, ADRs, other equity securities, preferred stocks, stock warrants and rights, bonds, debentures and convertible securities and other debt obligations. | Finance |
