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Provenance du réseau au premier degré de Korey Matthew Bauer
Entité | Type d'entité | Industrie | |
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AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes.
5
| Subsidiary | Investment Managers | 5 |
Foothill Capital Management LLC
![]() Foothill Capital Management LLC Investment ManagersFinance Foothill Capital Management LLC (Foothill) is an independent investment manager headquartered in Fair Haven, New Jersey. The firm was founded by Max Banhazl and Korey Bauer in 2018. They are a subsidiary of Banhazl LP. Foothill provides investment advisory services to registered investment companies (mutual funds), institutional investors, individuals, and high-net worth individuals.
1
| Subsidiary | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Korey Matthew Bauer via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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UMB Fund Services, Inc.
![]() UMB Fund Services, Inc. Financial ConglomeratesFinance At UMB Fund Services, they recognize the unique challenges clients face. Their goal is to leave clients free to focus on client's primary goals: investment performance and growing assets under management. Having confidence in Client's back office will enhance client's ability to deliver on these goals. Their cutting-edge combination of service, product depth and technology is designed to deliver the unparalleled customer experience the kind clients expect and deserve. In today's marketplace, clients need more than a provider; clients need a partner that recognizes they are a critical part of how clients do business and treats client's business as if it were their own. That's how they do business at UMB Fund Services, and how they deliver on their brand promise. | Financial Conglomerates | Corporate Officer/Principal | |
Principal Global Investors LLC
![]() Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Analyst-Equity | |
Quantitative Services Group LLC
![]() Quantitative Services Group LLC Investment ManagersFinance Founded in 2001, Quantitative Services Group LLC (QSG) is a research firm located in Naperville, Illinois. The firm is a subsidiary of Markit Group Holdings Ltd. They seek to leverage the latest technology, construction techniques and specialty data to provide institutional investors a variety of global stock selection models focused on outperformance. QSG's Value Momentum Model provides a balanced approach to stock selection within the U.S. market. This model favors stocks with strong earnings quality, good valuation, strong balance sheets, positive momentum, and good earnings growth. The Value Momentum Model's approach is best for investors seeking broad exposure to a variety of proven stock selection methods and a core approach portfolio construction. The model is applied across all market-caps, investment styles and asset classes. The firm's Relative Value Model includes themes of price multiples, profitability, earnings expectations, intrinsic value and financial strength. This model is designed to avoid value traps, augment sector-relative and industry-relative viewpoints and provide a consistent source of value. QSG's Price Momentum Model provides a powerful, consistent 1- to 3-month investment signal. This model leverages put and call options and trading volume information to reduce the inherent risk-seeking nature of momentum-based strategies. The firm's GARP Model identifies growth stocks with strong value characteristics. The model consists of a proprietary combination of long-term earnings growth and relative value signals. It employs first-order partial correlation to create a blend of sustainable earnings growth and current cheapness. This model is best for strategies targeting stocks that demonstrate high long-term growth potential and the sustainability to realize that potential. QSG's Deep Value Model is a proven approach to selecting undervalued stocks across the broad US market. The Deep Value Model is designed to select future out performers over the next 9 to 12 months. The firm's Deep Value Model uses free-cash-flow, dividend yield and asset turnover to identify stocks that are currently trading at a deep discount to their intrinsic value. The Deep Value model provides discriminatory power for both long-only and long-short strategies and compliments more short term-oriented momentum and growth strategies. QSG's Earnings Momentum Model uses a proprietary search algorithm to combine analyst forecasts with the company's past earnings strength, along with several indicators of future earnings potential. The Earnings Momentum model has consistently outperformed in both pre- and post- Regulation FD environments. Utilizing a unique k-clustering factor selection technique, QSG's Historical Growth Model selects stocks with an above-average track-record of earnings growth, strong sales growth and high sustainable growth. This blended approach enables the model to identify traditional growth stocks, as well as value stocks on the verge of growth. | Investment Managers | Analyst-Equity | |
DWS Investment Management Americas, Inc.
![]() DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Equities | |
ETF Managers Group LLC
![]() ETF Managers Group LLC Investment ManagersFinance ETF Managers Group LLC (ETFMG) is a SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Sam Masucci in 2014 and is a subsidiary of Exchange Traded Managers Group LLC. ETFMG develops innovative thematic ETFs that provide investors unique exposure to new markets. | Investment Managers | Portfolio Manager-Equities | |
Exchange Traded Concepts LLC
![]() Exchange Traded Concepts LLC Investment ManagersFinance Exchange Traded Concepts LLC (ETC) is a SEC-registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 by Garrett Stevens as FaithShares Advisors LLC. They are principally owned by Cottonwood ETF Holdings LLC. ETC offers both passive and active discretionary investment advisory services for the (i) US-registered exchange traded funds (ETFs) and (ii) pooled investment vehicles that are not US-registered mutual funds (e.g., a private investment vehicle and offshore funds). | Investment Managers | Portfolio Manager-Equities | |
University of California | College/University | Undergraduate Degree | |
Heritage Capital
![]() Heritage Capital Miscellaneous Commercial ServicesCommercial Services Heritage Capital operates as a holding private company. The company is based in Los Angeles, CA. The company was founded by Makhunga Buyisiwe. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Graduate Degree | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
Kerns Capital Management, Inc.
![]() Kerns Capital Management, Inc. Investment ManagersFinance Kerns Capital Management, Inc. (KCM) is an independent investment advisor headquartered in Houston, Texas. The firm was founded by M. Lane Kerns in 1994 and was acquired in 2012 by Martin (Marty) L. Kerns, II. KCM provides advisory services to individuals, their trusts and estates, and a mutual fund. | Investment Managers | Chief Investment Officer | |
Boston University | College/University | Masters Business Admin | |
Tuttle Capital Management LLC
![]() Tuttle Capital Management LLC Investment ManagersFinance Tuttle Capital Management LLC (TCM) is an independent, SEC-registered investment advisor headquartered in Riverside, Connecticut. The firm was founded by Matthew “Matt” Tuttle in 2012 as Tuttle Tactical Management LLC. TCM provides investment management services through an advisory or sub-advisory arrangement with other SEC, state-registered investment advisers, or registered investment companies. | Investment Managers | Chief Executive Officer | |
San Francisco State University | College/University | Undergraduate Degree | |
Textainer Equipment Management Ltd.
![]() Textainer Equipment Management Ltd. Finance/Rental/LeasingFinance Part of Textainer Group Holdings Ltd., Textainer Equipment Management Ltd. is a company that specializes in equipment rental and leasing. The company is based in San Francisco, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
University of Nebraska | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 21 |
Sectorielle
Finance | 14 |
Consumer Services | 7 |
Commercial Services | 2 |
Opérationnelle
Portfolio Manager-Equities | 13 |
Analyst-Equity | 6 |
Undergraduate Degree | 4 |
Corporate Officer/Principal | 3 |
Chief Investment Officer | 2 |
Relations les plus connectées
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