Profil
Mr. Keith E.
Koeferl, CFA, is Executive Director & Portfolio Manager at Nomura Securities International, Inc.
Mr. Koeferl was previously employed as Co-Founder by Sunyata Global Value LLC, Co-Founder & Director of Research by Persistency Capital LLC, a Research Analyst by Franklin Mutual Advisers LLC, a Portfolio Manager & Research Analyst by Schafer Cullen Capital Management, Inc., and Financial Analyst by Morgan Stanley.
He received his undergraduate degree from the University of Notre Dame.
Anciens postes connus de Keith Edward Koeferl
| Sociétés | Poste | Fin |
|---|---|---|
Nomura Securities International, Inc.
Nomura Securities International, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2015 |
Sunyata Global Value LLC
Sunyata Global Value LLC Investment ManagersFinance Sunyata Global Value's investment approach focuses on liquid, higher quality situations. The firm manages a global portfolio that invests in a small number of sectors including financial services, energy, technology, commodities and certain industrials. They opportunistically invest in special situations. The portfolio holds 25 to 35 core positions plus hedges. | Fondateur | 01/12/2013 |
Persistency Capital LLC
Persistency Capital LLC Investment ManagersFinance Persistency Capital seeks superior long-term, risk-adjusted returns, employing a value investing approach based on rigorous fundamental analysis. | Directeur de la Recherche - Actions | 31/12/2011 |
Franklin Mutual Advisers LLC
Franklin Mutual Advisers LLC Investment ManagersFinance FMA utilizes research driven, fundamental, value-oriented strategy for selecting investments. In choosing equity investments, the firm focuses on the market price of a company's securities relative to their evaluation of the company's asset value, including an analysis of book value, cash flow potential, long-term earnings and multiples of earnings of comparable securities of both public and private companies. Each investment is analyzed separately and there are no set criteria as to specific value parameters, asset size, earnings or industry type. | Corporate Officer/Principal | 31/05/2004 |
Schafer Cullen Capital Management, Inc.
Schafer Cullen Capital Management, Inc. Investment ManagersFinance SCCM identifies investments they believe are undervalued in the marketplace by utilizing a combination of outside research and their own fundamental and technical analysis as performed by their in-house investment research staff. They use bottom-up approach for their general investment decision-making. The firm manages client accounts according to a variety of value-based strategies. Each strategy begins with the basic discipline of buying companies with low price to earnings (P/E) and/or price to book (P/B) value ratios. In addition, several of the strategies employ an additional discipline of above-average dividend yield and dividend growth potential. Each of the strategies is designed with a long-term outlook, typically three to five years. | Corporate Officer/Principal | 30/09/2001 |
Formation de Keith Edward Koeferl
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Morgan Stanley
Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Franklin Mutual Advisers LLC
Franklin Mutual Advisers LLC Investment ManagersFinance FMA utilizes research driven, fundamental, value-oriented strategy for selecting investments. In choosing equity investments, the firm focuses on the market price of a company's securities relative to their evaluation of the company's asset value, including an analysis of book value, cash flow potential, long-term earnings and multiples of earnings of comparable securities of both public and private companies. Each investment is analyzed separately and there are no set criteria as to specific value parameters, asset size, earnings or industry type. | Finance |
Schafer Cullen Capital Management, Inc.
Schafer Cullen Capital Management, Inc. Investment ManagersFinance SCCM identifies investments they believe are undervalued in the marketplace by utilizing a combination of outside research and their own fundamental and technical analysis as performed by their in-house investment research staff. They use bottom-up approach for their general investment decision-making. The firm manages client accounts according to a variety of value-based strategies. Each strategy begins with the basic discipline of buying companies with low price to earnings (P/E) and/or price to book (P/B) value ratios. In addition, several of the strategies employ an additional discipline of above-average dividend yield and dividend growth potential. Each of the strategies is designed with a long-term outlook, typically three to five years. | Finance |
University of Notre Dame
University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nomura Securities International, Inc.
Nomura Securities International, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Persistency Capital LLC
Persistency Capital LLC Investment ManagersFinance Persistency Capital seeks superior long-term, risk-adjusted returns, employing a value investing approach based on rigorous fundamental analysis. | Finance |
Sunyata Global Value LLC
Sunyata Global Value LLC Investment ManagersFinance Sunyata Global Value's investment approach focuses on liquid, higher quality situations. The firm manages a global portfolio that invests in a small number of sectors including financial services, energy, technology, commodities and certain industrials. They opportunistically invest in special situations. The portfolio holds 25 to 35 core positions plus hedges. | Finance |
















