Profil
Mr. Kirk M.
Streckfus, CFA, is a Founder & Portfolio Manager at Sparrows Point Capital Management LLC.
Mr. Streckfus was previously employed as a Senior Portfolio Manager by Thrivent Investment Management, Inc., a Senior Equity Research Analyst by Calamos Advisors LLC, a Partner & Equity Analyst by TAMRO Capital Partners LLC, and a Principal by Stifel, Nicolaus & Co., Inc.
He received his undergraduate degree from Franklin & Marshall College.
Postes actifs de Kirk Michael Streckfus
| Sociétés | Poste | Début |
|---|
Anciens postes connus de Kirk Michael Streckfus
| Sociétés | Poste | Fin |
|---|---|---|
Thrivent Investment Management, Inc.
Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent utilizes certain general assumptions relating to the market and interest and other rates including, but not limited to, rates of investment performance, inflation rates and tax rates. The firm invests client assets in a variety of securities, including but not limited to, listed and unlisted stocks, ETF, ETNs, bonds, certain open-end mutual funds (load-waived and no-load), closed-end funds, certain options positions (excluding those that involve the use of margin), commercial paper, certificates of deposit, and municipal securities. | Gestionnaire de Portefeuille-Actions | 01/04/2022 |
Calamos Advisors LLC
Calamos Advisors LLC Investment ManagersFinance Calamos Advisors utilizes top-down insights with rigorous bottom-up fundamental research. They employ an active, high-conviction investment approach to building portfolios. A collaborative team-managed approach allows them to fully evaluate all elements of an investment idea. Top-down perspective, proprietary fundamental research and risk management drive the portfolio construction process across all strategies. | Analyst-Equity | 01/07/2019 |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2010 |
TAMRO Capital Partners LLC
TAMRO Capital Partners LLC Investment ManagersFinance TAMRO Capital Partners specializes in the management of core equities. The firm offers three investment strategies: US Small Cap, International Small Cap and US Diversified Equity. They employ an opportunistic, bottom-up investment process designed to produce superior performance regardless of the market environment and popular investment trends. TAMRO's objective is to outperform the market over a full investment cycle. The firm's investment philosophy is characterized by three main tenants. TAMRO invests in companies that possess a sustainable competitive advantage. They widen the scope of opportunistic investing by focusing on "leaders, laggards and innovators," rather than just growth or value. Typically, each new position must have at least a 3:1 upside-reward to downside-risk ratio, as calculated by TAMRO using various valuation metrics. TAMRO's bottom-up research effort results in domestic portfolios of around 50-70 equity securities representing their best investment ideas. To ensure diversification, limits are set for how much TAMRO can overweight or underweight industry sectors versus the benchmark. Average domestic position sizes are 1.5%-2% of the portfolio. TAMRO's International Small Cap strategy typically holds 40-60 publicly listed stocks of companies based outside the US and may hold up to 40% in emerging markets. Average international position sizes are 1.5%-2.5% of the portfolio. TAMRO’s Diversified Equity strategy is an opportunistic core strategy holding primarily large cap stocks, with the ability to make select investments in small- to mid-sized stocks. | Analyst-Equity | - |
Formation de Kirk Michael Streckfus
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 | 5 |
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Thrivent Investment Management, Inc.
Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent utilizes certain general assumptions relating to the market and interest and other rates including, but not limited to, rates of investment performance, inflation rates and tax rates. The firm invests client assets in a variety of securities, including but not limited to, listed and unlisted stocks, ETF, ETNs, bonds, certain open-end mutual funds (load-waived and no-load), closed-end funds, certain options positions (excluding those that involve the use of margin), commercial paper, certificates of deposit, and municipal securities. | Finance |
TAMRO Capital Partners LLC
TAMRO Capital Partners LLC Investment ManagersFinance TAMRO Capital Partners specializes in the management of core equities. The firm offers three investment strategies: US Small Cap, International Small Cap and US Diversified Equity. They employ an opportunistic, bottom-up investment process designed to produce superior performance regardless of the market environment and popular investment trends. TAMRO's objective is to outperform the market over a full investment cycle. The firm's investment philosophy is characterized by three main tenants. TAMRO invests in companies that possess a sustainable competitive advantage. They widen the scope of opportunistic investing by focusing on "leaders, laggards and innovators," rather than just growth or value. Typically, each new position must have at least a 3:1 upside-reward to downside-risk ratio, as calculated by TAMRO using various valuation metrics. TAMRO's bottom-up research effort results in domestic portfolios of around 50-70 equity securities representing their best investment ideas. To ensure diversification, limits are set for how much TAMRO can overweight or underweight industry sectors versus the benchmark. Average domestic position sizes are 1.5%-2% of the portfolio. TAMRO's International Small Cap strategy typically holds 40-60 publicly listed stocks of companies based outside the US and may hold up to 40% in emerging markets. Average international position sizes are 1.5%-2.5% of the portfolio. TAMRO’s Diversified Equity strategy is an opportunistic core strategy holding primarily large cap stocks, with the ability to make select investments in small- to mid-sized stocks. | Finance |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Calamos Advisors LLC
Calamos Advisors LLC Investment ManagersFinance Calamos Advisors utilizes top-down insights with rigorous bottom-up fundamental research. They employ an active, high-conviction investment approach to building portfolios. A collaborative team-managed approach allows them to fully evaluate all elements of an investment idea. Top-down perspective, proprietary fundamental research and risk management drive the portfolio construction process across all strategies. | Finance |
Franklin & Marshall College
Franklin & Marshall College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















