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Profil
Mr. Kev E.
Vandenberg is Chief Operating & Compliance Officer at Blue Ocean Strategic Capital LLC.
He joined Blue Ocean Strategic Capital in August 2007 as the Director of Managed Portfolios.
His role has expanded to include Chief Operating Officer and Chief Compliance Officer duties as well.
His investment responsibilities include the oversight of economic and investment research, tactical and strategic portfolio allocation, investment management of client portfolios, on-going client relationship management and the pursuit of new client and business opportunities.
Kevin is also responsible for the functioning of day to day operations and compliance within the company.
Prior to his current role, Mr. Vandenberg served as a Research Analyst and Portfolio Manager at Greenleaf Trust, a privately-owned Trust Bank in Kalamazoo, Michigan.
There, he was the lead analyst on mutual fund research, lead analyst in the Consumer Discretionary, Technology and the Telecommunications sectors while having a secondary research role in the Transportation, Healthcare and Finance sectors.
He also served as Chief Investment Officer of the Trust Division from 1998-2001 until it consolidated into the Asset Management Division.
He is a member of the Association of Investment Management Research and the Investment Management Consultants Association.
Mr. Vandenberg graduated from Kalamazoo College in 1989 with a BA in Economics and earned his MBA in Finance from the Haworth College of Business at Western Michigan University in 2001.
Anciens postes connus de Kev Eugene Vandenberg
| Sociétés | Poste | Fin |
|---|---|---|
Blue Ocean Strategic Capital LLC
 Blue Ocean Strategic Capital LLC Investment ManagersFinance Blue Ocean Strategic Capital's (BOSC) individual stock selection process is based on the underlying principle of investing in companies with strong fundamentals when they are reasonably priced. The firm's screening process for individual investments includes: (1) sustainable earnings growth (2) consistent revenue growth measurable organic growth rather than acquisitive growth (3) consistent operating cash flow generation (4) consistent and non-cyclical margins (5) the market for the company's products and/or services is large and growing (6) non-restrictive debt structure (7) positive relative performance and valuation vs. the industry and the market (8) positive outlook for the company when considering forward-looking macroeconomic environment and (9) strong and experienced management and corporate governance structure. BOSC may use mutual funds in client portfolios to provide proper diversification, expert management in an investment category in which it is difficult to outperform the benchmark and/or to provide coverage in a sector of the market that they do not follow. The firm believes that investing in targeted funds with various market-caps, economic sector weightings and investment styles can provide higher returns and lower portfolio risk than in individual equities. BOSC uses the following criteria in the initial screening process, ongoing fund monitoring and continued due diligence: (1) no front-end or deferred loads (2) reasonable expense ratios within the respective peer category (3) actively-managed funds should be very competitive within their respective capitalization weight and investment style category on a risk-adjusted basis, over the previous 3 and 5 year periods (4) annual returns vs. the benchmark should be consistently in the top quartile or top third of peers (5) actively-managed funds should have an alpha measure greater than zero over longer investment time periods (6) manager tenure of actively-managed funds should be greater than 3 years and (7) a fund managed by a committee should have sufficient performance history and adequate tenure of head portfolio managers as well. | Compliance Officer | 31/12/2014 |
Greenleaf Asset Management, Inc.
 Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf AM’s internal research focuses on economic and industry trends as well as investment-specific factors. The firm employs a top-down investment approach that is based on fundamental and technical analysis. They research the fundamentals of earnings growth, debt-to-equity ratios, cash flow growth, revenue growth and management discipline while following a strict, time-proven fundamental earnings model analysis for individual stocks, sectors and the market in general. Once a stock is selected, technical analysis is used to help determine when it should be introduced into appropriate individual portfolios. Mutual funds are utilized within some of their investment strategies. | Analyst-Equity | 31/07/2007 |
Formation de Kev Eugene Vandenberg
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
30
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Greenleaf Asset Management, Inc.
Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf AM’s internal research focuses on economic and industry trends as well as investment-specific factors. The firm employs a top-down investment approach that is based on fundamental and technical analysis. They research the fundamentals of earnings growth, debt-to-equity ratios, cash flow growth, revenue growth and management discipline while following a strict, time-proven fundamental earnings model analysis for individual stocks, sectors and the market in general. Once a stock is selected, technical analysis is used to help determine when it should be introduced into appropriate individual portfolios. Mutual funds are utilized within some of their investment strategies. | Finance |
Kalamazoo College
 Kalamazoo College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Western Michigan University
 Western Michigan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Blue Ocean Strategic Capital LLC
Blue Ocean Strategic Capital LLC Investment ManagersFinance Blue Ocean Strategic Capital's (BOSC) individual stock selection process is based on the underlying principle of investing in companies with strong fundamentals when they are reasonably priced. The firm's screening process for individual investments includes: (1) sustainable earnings growth (2) consistent revenue growth measurable organic growth rather than acquisitive growth (3) consistent operating cash flow generation (4) consistent and non-cyclical margins (5) the market for the company's products and/or services is large and growing (6) non-restrictive debt structure (7) positive relative performance and valuation vs. the industry and the market (8) positive outlook for the company when considering forward-looking macroeconomic environment and (9) strong and experienced management and corporate governance structure. BOSC may use mutual funds in client portfolios to provide proper diversification, expert management in an investment category in which it is difficult to outperform the benchmark and/or to provide coverage in a sector of the market that they do not follow. The firm believes that investing in targeted funds with various market-caps, economic sector weightings and investment styles can provide higher returns and lower portfolio risk than in individual equities. BOSC uses the following criteria in the initial screening process, ongoing fund monitoring and continued due diligence: (1) no front-end or deferred loads (2) reasonable expense ratios within the respective peer category (3) actively-managed funds should be very competitive within their respective capitalization weight and investment style category on a risk-adjusted basis, over the previous 3 and 5 year periods (4) annual returns vs. the benchmark should be consistently in the top quartile or top third of peers (5) actively-managed funds should have an alpha measure greater than zero over longer investment time periods (6) manager tenure of actively-managed funds should be greater than 3 years and (7) a fund managed by a committee should have sufficient performance history and adequate tenure of head portfolio managers as well. | Finance |
