Profil
Mr. Kevin K.
Yousif, CFA MBA, is a President at Yousif Capital Management LLC.
In this role, he is responsible for strategic planning, corporate administration, and client engagement.
Kevin is passionate about educating the world on becoming better investors through diversification, patience, and compounding.
Prior to starting Yousif Capital Management, Mr. Yousif started the Passive Management effort at LS Investment Advisors, a Registered Investment Advisor based in Bloomfield Hills, Michigan.
Before that, he was the Director of Domestic Equities at World Asset Management, a Comerica company.
He started his career at Comerica Bank’s Trust department in 1997.
He is a Past President of the CFA Society of Detroit and was an adjunct professor at Davenport University.
He received his undergraduate degree from Wayne State University (Michigan) and an MBA from the University of Detroit Mercy.
He is also a member of the Chaldean American Chamber of Commerce, CFA Society of Detroit and has written the book on Passive Management with the global CFA Institute.
Postes actifs de Kevin Khairi Yousif
| Sociétés | Poste | Début |
|---|---|---|
Yousif Capital Management LLC
Yousif Capital Management LLC Investment ManagersFinance YCM focuses on rule-based investment strategies, utilizing a combination of primarily equities, fixed income securities, and Exchange Traded Fund (ETF) products to create proprietary models based on industry benchmarks which are tailored to address client’s investment objectives and risk tolerance. | Directeur Général | 01/01/2021 |
Anciens postes connus de Kevin Khairi Yousif
| Sociétés | Poste | Fin |
|---|---|---|
World Asset Management, Inc.
World Asset Management, Inc. Investment ManagersFinance WAM aims to help clients build broadly diversified portfolios in a cost-effective manner. The firm focuses exclusively on quantitative investment products and services. Their quantitative methodologies allow them to passively manage index portfolios tailored meet each client’s unique needs. WAM offers fixed income strategies and domestic & foreign equity strategies across a broad range of investment styles, market-caps, regions and assets. | Analyst-Equity | 01/12/2010 |
Munder Capital Management
Munder Capital Management Investment ManagersFinance Munder Capital Management offers a variety of investment disciplines including large-, mid-, and small-cap growth, small-cap value, international equity and taxable and municipal fixed income. Generally, securities are identified for equity accounts through a variety of fundamental factors such as earnings growth, capital efficiency and valuations. More subjective factors are often considered, such as the quality of the business model, competitive profile and quality of management. Technical factors are also often utilized, such as a company’s relative valuation, momentum and market sentiment. Portfolio construction is monitored and managed through risk controls such as overall tracking effort relative to the portfolio’s benchmark and maintaining discipline on targeted sector exposure, position size and capitalization. Fixed income strategies begin with a view of the economic fundamentals, which may be influenced by the Federal Reserve Bank’s policy intentions, inflation intentions and growth expectations and then key risks are identified, such as regulatory risks, merger and activity risks, and sovereign or contagion risks. These views lead to decisions on how to position a portfolio on the yield curve, opportunistic sector allocations to take advantage of any price discrepancies and, ultimately, security selection. Securities are generally selected by identifying securities with a low probability of a negative credit event, using a proprietary financial ratio model to identify purchase and sale candidates, and searching the market for individual pricing inefficiencies. | Gestionnaire de Portefeuille-Actions | 31/08/2010 |
Comerica Bank (Dallas, Texas)
Comerica Bank (Dallas, Texas) Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | 31/12/1999 |
LS Investment Advisors LLC
LS Investment Advisors LLC Investment ManagersFinance LSIA manages client accounts using a customized allocation of assets based on the client’s specific investment goals and objectives. Generally, the firm allocates a portion of the client’s portfolio to equities through direct investment in stocks and, if appropriate, a portion of the portfolio to fixed income through direct investment in bonds. They use fundamental credit research, manage interest rate risk, and implement yield curve strategies with the goals of preserving capital, generating income to meet spending needs and enhancing total return. | Head-Equity Investments | - |
Formation de Kevin Khairi Yousif
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 |
|---|---|
Munder Capital Management
Munder Capital Management Investment ManagersFinance Munder Capital Management offers a variety of investment disciplines including large-, mid-, and small-cap growth, small-cap value, international equity and taxable and municipal fixed income. Generally, securities are identified for equity accounts through a variety of fundamental factors such as earnings growth, capital efficiency and valuations. More subjective factors are often considered, such as the quality of the business model, competitive profile and quality of management. Technical factors are also often utilized, such as a company’s relative valuation, momentum and market sentiment. Portfolio construction is monitored and managed through risk controls such as overall tracking effort relative to the portfolio’s benchmark and maintaining discipline on targeted sector exposure, position size and capitalization. Fixed income strategies begin with a view of the economic fundamentals, which may be influenced by the Federal Reserve Bank’s policy intentions, inflation intentions and growth expectations and then key risks are identified, such as regulatory risks, merger and activity risks, and sovereign or contagion risks. These views lead to decisions on how to position a portfolio on the yield curve, opportunistic sector allocations to take advantage of any price discrepancies and, ultimately, security selection. Securities are generally selected by identifying securities with a low probability of a negative credit event, using a proprietary financial ratio model to identify purchase and sale candidates, and searching the market for individual pricing inefficiencies. | Finance |
LS Investment Advisors LLC
LS Investment Advisors LLC Investment ManagersFinance LSIA manages client accounts using a customized allocation of assets based on the client’s specific investment goals and objectives. Generally, the firm allocates a portion of the client’s portfolio to equities through direct investment in stocks and, if appropriate, a portion of the portfolio to fixed income through direct investment in bonds. They use fundamental credit research, manage interest rate risk, and implement yield curve strategies with the goals of preserving capital, generating income to meet spending needs and enhancing total return. | Finance |
Wayne State University (Michigan)
Wayne State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Detroit Mercy
University of Detroit Mercy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
World Asset Management, Inc.
World Asset Management, Inc. Investment ManagersFinance WAM aims to help clients build broadly diversified portfolios in a cost-effective manner. The firm focuses exclusively on quantitative investment products and services. Their quantitative methodologies allow them to passively manage index portfolios tailored meet each client’s unique needs. WAM offers fixed income strategies and domestic & foreign equity strategies across a broad range of investment styles, market-caps, regions and assets. | Finance |
Comerica Bank (Dallas, Texas)
Comerica Bank (Dallas, Texas) Regional BanksFinance State chartered commercial bank | Finance |
Yousif Capital Management LLC
Yousif Capital Management LLC Investment ManagersFinance YCM focuses on rule-based investment strategies, utilizing a combination of primarily equities, fixed income securities, and Exchange Traded Fund (ETF) products to create proprietary models based on industry benchmarks which are tailored to address client’s investment objectives and risk tolerance. | Finance |
















