Profil
Mr. Sueoka joined Causeway in April 2006.
From 2002 to 2005, Mr. Sueoka was a principal and portfolio manager at Pacific Financial Research Investment Management.
He was a member of the investment team that managed a large capitalization US value equity strategy with over $17 billion in assets under management, including the Clipper Fund.
From 1995 to 2001, Mr. Sueoka was an equity analyst for Pacific Financial Research Investment Management covering the chemical, real estate, aerospace/defense, computer services and hospital industries.
In 1994, Mr. Sueoka was an equity analyst at Hanson Investment Management Company covering a broad range of industries.
From 1989 to 1993, prior to joining the investment management industry, Mr. Sueoka was a flight test engineer for McDonnell Douglas Corporation.
Mr. Sueoka has an MBA from the University of Chicago and a BS, magna cum laude, in Aerospace Engineering from the University of Michigan.
Anciens postes connus de Kelly M. Sueoka
| Sociétés | Poste | Fin |
|---|---|---|
Pacific Financial Research, Inc.
Pacific Financial Research, Inc. Investment Trusts/Mutual FundsMiscellaneous PFR is a bottom-up value manager with two concentrated portfolios. Unconventional Value employs a discretionary, value equity strategy. 95+ Equity employs the same discretionary, value equity strategy as Unconventional Value, but remains fully invested (cash less than five percent). PFR practices a team approach to investing, assigning two investment professionals to analyze each company. One member is appointed as a 'devil's advocate' to challenge the assumptions and conclusions of the other member. Their research entails gathering industry and company information, visiting companies and meeting with management, talking with customers, competitors and suppliers and discussing key issues with experts in the field. They build computer-based models to calculate the intrinsic value of a company. PFC then compares a detailed discounted cash flow analysis to the price a rational private buyer would pay for a similar business. Intrinsic value is the lower of these two valuations. They then focus on a sensitivity analysis of the key risks inherent in the business to refine their estimate of intrinsic value. If they are unable to completely understand the business fundamentals, they avoid investing in the company. A portfolio manager is responsible for day-to-day administration of each account. Accounts are managed identically, subject to specific client requirements. Although the portfolio manager and client service representative are the primary client contacts, over time PFC introduces each client to all members of the investment staff. | Gestionnaire de Portefeuille-Actions | 31/12/2005 |
Causeway Capital Management LLC
Causeway Capital Management LLC Investment ManagersFinance Causeway seeks to achieve superior returns over full market cycles while generally taking the level of risk commensurate with the return potential. The firm combines fundamental and quantitative research disciplines to manage global, international, emerging markets, small-cap, and sustainable strategies. They use a proprietary corporate governance assessment score that ranks companies in the developed and emerging markets based on several bottom-up and top-down corporate governance measures. | Analyst-Equity | - |
Formation de Kelly M. Sueoka
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Pacific Financial Research, Inc.
Pacific Financial Research, Inc. Investment Trusts/Mutual FundsMiscellaneous PFR is a bottom-up value manager with two concentrated portfolios. Unconventional Value employs a discretionary, value equity strategy. 95+ Equity employs the same discretionary, value equity strategy as Unconventional Value, but remains fully invested (cash less than five percent). PFR practices a team approach to investing, assigning two investment professionals to analyze each company. One member is appointed as a 'devil's advocate' to challenge the assumptions and conclusions of the other member. Their research entails gathering industry and company information, visiting companies and meeting with management, talking with customers, competitors and suppliers and discussing key issues with experts in the field. They build computer-based models to calculate the intrinsic value of a company. PFC then compares a detailed discounted cash flow analysis to the price a rational private buyer would pay for a similar business. Intrinsic value is the lower of these two valuations. They then focus on a sensitivity analysis of the key risks inherent in the business to refine their estimate of intrinsic value. If they are unable to completely understand the business fundamentals, they avoid investing in the company. A portfolio manager is responsible for day-to-day administration of each account. Accounts are managed identically, subject to specific client requirements. Although the portfolio manager and client service representative are the primary client contacts, over time PFC introduces each client to all members of the investment staff. | Miscellaneous |
Causeway Capital Management LLC
Causeway Capital Management LLC Investment ManagersFinance Causeway seeks to achieve superior returns over full market cycles while generally taking the level of risk commensurate with the return potential. The firm combines fundamental and quantitative research disciplines to manage global, international, emerging markets, small-cap, and sustainable strategies. They use a proprietary corporate governance assessment score that ranks companies in the developed and emerging markets based on several bottom-up and top-down corporate governance measures. | Finance |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Michigan
University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















