Ken Applegate
Gestionnaire de Portefeuille-Actions chez Wasatch Advisors, Inc.
Profil
Mr. Kenneth P.
Applegate, CFA, is a Lead Portfolio Manager at Wasatch Advisors LP.
Mr. Applegate is the head of international developed markets investing and is a member of the global research team and joined the firm in May 2014.
He has over 30 years of industry experience.
During more than two decades of investing, Mr. Applegate has focused exclusively on global small cap companies.
His career began in 1994 in London, where he served as a Financial Analyst and later as a co-manager of a foreign exchange hedge portfolio for Refco.
In 1996, he moved to the U.S.
where he spent 11 years specializing in small cap investing for RCM and then Berkeley Capital Management.
Later, he returned to his native New Zealand to join Fisher Funds as a senior portfolio manager, and was integral in launching and managing international small cap funds.
In 2012, he moved back to the U.S.
to launch the Pacific View Asset Management international small cap strategy.
Mr. Applegate completed his Bachelor of Management studies at the University of Waikato in New Zealand.
He is also a CFA charter holder and a Certified Market Technician.
Postes actifs de Ken Applegate
| Sociétés | Poste | Début |
|---|---|---|
Wasatch Advisors, Inc.
 Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Anciens postes connus de Ken Applegate
| Sociétés | Poste | Fin |
|---|---|---|
Pacific View Asset Management LLC
 Pacific View Asset Management LLC Investment ManagersFinance Founded in 2012, Pacific View Asset Management LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm's managing member is Condor Trading LP, also Condor Trading is also the parent entity and majority owner of BTIG LLC, a U.S. registered broker-dealer, which is the parent entity several of Pacific View's affiliated broker-dealers. Pacific View provides discretionary for institutional and high net worth clients, although they may, from time to time, provide continuous portfolio management services on a non-discretionary basis. | Fondateur | 01/04/2014 |
Harlingwood Capital Management
 Harlingwood Capital Management Investment ManagersFinance Founded in 1998, Harlingwood Capital Management, formerly CapitalWorks Investment Partners LLC, is a hedge fund manager located in San Diego, California. They are a subsidiary of Berkeley Capital Management LLC | Analyst-Equity | 30/09/2007 |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Corporate Officer/Principal | 02/01/2001 |
RCM Capital Management LLC
 RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Analyst-Equity | 31/12/1999 |
Fisher Funds Management Ltd.
 Fisher Funds Management Ltd. Investment ManagersFinance Fisher Funds Management Ltd. (Fisher Funds) is an independent specialist investment management firm headquartered in Auckland, New Zealand. The firm was founded by Carmel Fisher in 1998. Fisher Funds manages investment funds and savings accounts for a range of investors that includes community trusts, schools, charities, KiwiSaver schemes, corporate pension schemes and individuals. | Gestionnaire de Portefeuille-Actions | - |
Formation de Ken Applegate
| Waikato University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Finance |
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Finance |
Harlingwood Capital Management
Harlingwood Capital Management Investment ManagersFinance Founded in 1998, Harlingwood Capital Management, formerly CapitalWorks Investment Partners LLC, is a hedge fund manager located in San Diego, California. They are a subsidiary of Berkeley Capital Management LLC | Finance |
Fisher Funds Management Ltd.
Fisher Funds Management Ltd. Investment ManagersFinance Fisher Funds Management Ltd. (Fisher Funds) is an independent specialist investment management firm headquartered in Auckland, New Zealand. The firm was founded by Carmel Fisher in 1998. Fisher Funds manages investment funds and savings accounts for a range of investors that includes community trusts, schools, charities, KiwiSaver schemes, corporate pension schemes and individuals. | Finance |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Finance |
Pacific View Asset Management LLC
Pacific View Asset Management LLC Investment ManagersFinance Founded in 2012, Pacific View Asset Management LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm's managing member is Condor Trading LP, also Condor Trading is also the parent entity and majority owner of BTIG LLC, a U.S. registered broker-dealer, which is the parent entity several of Pacific View's affiliated broker-dealers. Pacific View provides discretionary for institutional and high net worth clients, although they may, from time to time, provide continuous portfolio management services on a non-discretionary basis. | Finance |
