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Profil
Lantz Kent Stringham worked as an Investment Analyst at American Express Financial Advisors, Inc. and RiverSource Investments LLC.
He then worked as a Partner & Portfolio Manager at Chinook Capital Management LLC from 2010 to 2014.
From 2014 to 2020, he worked as a Partner & Chief Investment Officer at CWM Retiring LLC.
In 2001, he worked as an Analyst at RedChip Independent.
Mr. Stringham received his undergraduate degree from the University of Utah in 1994.
Anciens postes connus de Lantz Kent Stringham
| Sociétés | Poste | Fin |
|---|---|---|
CWM Retiring LLC
 CWM Retiring LLC Investment ManagersFinance CWM Retiring believes in global diversification, broad asset allocation, and a long-term approach to investing. The firm’s investment strategy can include both passive (Index) and active management styles. They construct portfolios based upon client risk tolerance, tax sensitivity, growth, income or capital preservation objectives, and socially responsible preferences. Investment analysis is performed by the Investment Committee, chaired by the CIO. | Directeur en chef des Investissements | 01/11/2020 |
Chinook Capital Management LLC
 Chinook Capital Management LLC Investment ManagersFinance Chinook Capital Management invests in companies that have records of successfully managing and growing shareholder capital. They invest in companies with high and stable earnings growth. Chinook looks for reasonably valued stocks of quality companies, employing an investing style based on buying growth at a reasonable price. The firm's core equity investments include 40 high-quality stocks with the following characteristics relative to the S&P: higher returns on equity, higher earnings growth rates and valuations (P/E multiples) which are comparable to the index. These stocks are actively managed by the firm and include both large-cap and mid-cap stocks. They also utilize various mutual funds for further diversification and to take advantage of investment expertise that they think will add value. Chinook has mutual fund exposure to domestic and international stocks, large-cap to small-cap size classifications and growth and value styles. The firm looks for companies with the potential for above-average earnings growth. They primarily invest in companies that promise high relative growth but not hyper growth. They also require a reasonable relationship between this growth and valuation. Chinook's quantitative techniques are applied against the Compustat database which allows them to analyze about 15,000 large-cap and mid-cap companies. In addition, the firm offers balanced and fixed-income investment strategies. | Gestionnaire de Portefeuille-Actions | 01/02/2014 |
RedChip Independent
 RedChip Independent Investment ManagersFinance Provides investment research | Analyst-Equity | 11/12/2001 |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
RiverSource Investments LLC
 RiverSource Investments LLC Investment ManagersFinance RiverSource Investments combines macroeconomic, geopolitical analysis with fundamental research to identify the most promising investment opportunities across global regions, markets, sectors and stocks. Stocks are selected based on their ability to outperform in the context of the firm's economic outlook. Stocks are sold when there is a change in their fundamental characteristics and when they are no longer expected to outperform in the existing economic climate. All of RiverSource's strategies incorporate the use of both top-down and bottom-up analysis. The firm's equity strategies include: the RiverSource Contrarian 120/20 Strategy, the RiverSource Dividend Opportunity Strategy, the RiverSource Mid-Cap Growth Strategy, the RiverSource Mid-Cap Value Strategy, the RiverSource Opportunity Value Strategy, the RiverSource Value Strategy and the Seligman Small-Cap Value Strategy. Though not limited by sector, RiverSource tends to invest in the stocks of mid-cap and large-cap companies in the finance, electronic technology, technology services and health technology sectors. The firm maintains a low turnover rate. The RiverSource Contrarian 120/20 strategy's structure allows for focus on opportunities without style confinement. It is a short portfolio that seeks to achieve efficient risk management and increased informational efficiency through investments in ETFs and index/basket securities combined with a long portfolio that seeks to generate total return. The RiverSource Dividend Opportunity strategy employs a disciplined contrarian approach that employs collaborative analysis that incorporates intrinsic value and behavioral insights with disciplined risk management. The strategy seeks to provide competitive performance over the long-term. The RiverSource Mid-Cap Growth strategy seeks to achieve competitive risk-adjusted returns over full market cycles through investments in high-quality growth companies with solid fundamental strengths including proven management teams, sustainable franchises, earnings improvement, sufficient free cash flow and reasonable valuations. The RiverSource Mid-Cap Value strategy employs a disciplined contrarian approach that employs collaborative analysis that incorporates intrinsic value and behavioral insights and disciplined risk management. The strategy seeks to provide competitive performance over the long-term. The RiverSource Opportunity Value strategy employs a disciplined contrarian investment approach that focuses on investments in the stocks of large-cap companies. The strategy is based on a disciplined contrarian approach that employs collaborative analysis which incorporates intrinsic value and behavioral insights and disciplined risk management. The strategy seeks to provide competitive performance over the long-term. The RiverSource Value strategy employs a disciplined large-cap value contrarian investment approach that is based on collaborative analysis which incorporates intrinsic value and behavioral insights and disciplined risk management. The strategy seeks to provide competitive performance over the long-term. The Seligman Small-Cap Value strategy seeks to generate competitive returns over a 3 to 5 year time horizon through investments in undervalued companies with improving fundamentals and market-caps of $3 billion or less. RiverSources' fixed-income strategies include: the RiverSource Bank Loan Strategy, the RiverSource Core Fixed-Income Aggregate Strategy, the RiverSource Core Plus Fixed-Income Aggregate Strategy, the RiverSource Currency Alpha Absolute Return Strategy, the RiverSource Global Aggregate Fixed-Income Strategy, the RiverSource Global Government Fixed-Income Strategy, the RiverSource Global Inflation Protected Securities Strategy, the Institutional High Yield Fixed-Income Strategy, the RiverSource Investment Grade Corporate Fixed-Income Strategy and the RiverSource US Inflation Protected Securities Strategy. The RiverSource Bank Loan strategy invests in a broadly diversified portfolio that seeks to maximize returns and minimize default risk over the long-run. The RiverSource Core Fixed-Income Aggregate strategy seeks to produce consistent excess returns over a client's benchmark within a risk-managed framework that is consistent with the client's objectives. The RiverSource Core Plus Fixed-Income Aggregate strategy seeks to produce excess returns over a client's benchmark within a risk-managed framework that is consistent with the client's objectives through investments that include high yield, non-dollar and emerging markets opportunities. The RiverSource Currency Alpha Absolute Return strategy seeks to achieve positive absolute returns in excess of the return on cash, with a low correlation to traditional asset classes. The RiverSource Global Aggregate Fixed-Income strategy seeks to generate alpha in a risk-controlled framework by focusing on multiple and uncorrelated sources of active risk. The RiverSource Global Government Fixed-Income strategy seeks to generate alpha in a risk-controlled framework by focusing on multiple and uncorrelated sources of active risk, through investments that focus on global government and government-related securities. The RiverSource Global Inflation Protected Securities strategy seeks to provide positive risk-adjusted returns relative to the benchmark by focusing on duration management, yield curve and country selection across global markets. RiverSource's Institutional High Yield Fixed-Income strategy seeks strong and consistent risk-adjusted returns with a focus on generating alpha and actively managing downside risk. The RiverSource Investment Grade Corporate Fixed-Income strategy seeks credit opportunities in the investment grade corporate bond market that can be exploited to achieve attractive risk-adjusted returns. The strategy focuses on investments in securities with solid fundamental credit, a reasonable time horizon and the ability to withstand short-term volatility. The RiverSource US Inflation Protected Securities strategy seeks to provide positive risk-adjusted returns relative to the benchmark by focusing on duration management, yield curve and security selection in domestic markets. | Analyst-Equity | - |
Formation de Lantz Kent Stringham
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
85
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
RiverSource Investments LLC
RiverSource Investments LLC Investment ManagersFinance RiverSource Investments combines macroeconomic, geopolitical analysis with fundamental research to identify the most promising investment opportunities across global regions, markets, sectors and stocks. Stocks are selected based on their ability to outperform in the context of the firm's economic outlook. Stocks are sold when there is a change in their fundamental characteristics and when they are no longer expected to outperform in the existing economic climate. All of RiverSource's strategies incorporate the use of both top-down and bottom-up analysis. The firm's equity strategies include: the RiverSource Contrarian 120/20 Strategy, the RiverSource Dividend Opportunity Strategy, the RiverSource Mid-Cap Growth Strategy, the RiverSource Mid-Cap Value Strategy, the RiverSource Opportunity Value Strategy, the RiverSource Value Strategy and the Seligman Small-Cap Value Strategy. Though not limited by sector, RiverSource tends to invest in the stocks of mid-cap and large-cap companies in the finance, electronic technology, technology services and health technology sectors. The firm maintains a low turnover rate. The RiverSource Contrarian 120/20 strategy's structure allows for focus on opportunities without style confinement. It is a short portfolio that seeks to achieve efficient risk management and increased informational efficiency through investments in ETFs and index/basket securities combined with a long portfolio that seeks to generate total return. The RiverSource Dividend Opportunity strategy employs a disciplined contrarian approach that employs collaborative analysis that incorporates intrinsic value and behavioral insights with disciplined risk management. The strategy seeks to provide competitive performance over the long-term. The RiverSource Mid-Cap Growth strategy seeks to achieve competitive risk-adjusted returns over full market cycles through investments in high-quality growth companies with solid fundamental strengths including proven management teams, sustainable franchises, earnings improvement, sufficient free cash flow and reasonable valuations. The RiverSource Mid-Cap Value strategy employs a disciplined contrarian approach that employs collaborative analysis that incorporates intrinsic value and behavioral insights and disciplined risk management. The strategy seeks to provide competitive performance over the long-term. The RiverSource Opportunity Value strategy employs a disciplined contrarian investment approach that focuses on investments in the stocks of large-cap companies. The strategy is based on a disciplined contrarian approach that employs collaborative analysis which incorporates intrinsic value and behavioral insights and disciplined risk management. The strategy seeks to provide competitive performance over the long-term. The RiverSource Value strategy employs a disciplined large-cap value contrarian investment approach that is based on collaborative analysis which incorporates intrinsic value and behavioral insights and disciplined risk management. The strategy seeks to provide competitive performance over the long-term. The Seligman Small-Cap Value strategy seeks to generate competitive returns over a 3 to 5 year time horizon through investments in undervalued companies with improving fundamentals and market-caps of $3 billion or less. RiverSources' fixed-income strategies include: the RiverSource Bank Loan Strategy, the RiverSource Core Fixed-Income Aggregate Strategy, the RiverSource Core Plus Fixed-Income Aggregate Strategy, the RiverSource Currency Alpha Absolute Return Strategy, the RiverSource Global Aggregate Fixed-Income Strategy, the RiverSource Global Government Fixed-Income Strategy, the RiverSource Global Inflation Protected Securities Strategy, the Institutional High Yield Fixed-Income Strategy, the RiverSource Investment Grade Corporate Fixed-Income Strategy and the RiverSource US Inflation Protected Securities Strategy. The RiverSource Bank Loan strategy invests in a broadly diversified portfolio that seeks to maximize returns and minimize default risk over the long-run. The RiverSource Core Fixed-Income Aggregate strategy seeks to produce consistent excess returns over a client's benchmark within a risk-managed framework that is consistent with the client's objectives. The RiverSource Core Plus Fixed-Income Aggregate strategy seeks to produce excess returns over a client's benchmark within a risk-managed framework that is consistent with the client's objectives through investments that include high yield, non-dollar and emerging markets opportunities. The RiverSource Currency Alpha Absolute Return strategy seeks to achieve positive absolute returns in excess of the return on cash, with a low correlation to traditional asset classes. The RiverSource Global Aggregate Fixed-Income strategy seeks to generate alpha in a risk-controlled framework by focusing on multiple and uncorrelated sources of active risk. The RiverSource Global Government Fixed-Income strategy seeks to generate alpha in a risk-controlled framework by focusing on multiple and uncorrelated sources of active risk, through investments that focus on global government and government-related securities. The RiverSource Global Inflation Protected Securities strategy seeks to provide positive risk-adjusted returns relative to the benchmark by focusing on duration management, yield curve and country selection across global markets. RiverSource's Institutional High Yield Fixed-Income strategy seeks strong and consistent risk-adjusted returns with a focus on generating alpha and actively managing downside risk. The RiverSource Investment Grade Corporate Fixed-Income strategy seeks credit opportunities in the investment grade corporate bond market that can be exploited to achieve attractive risk-adjusted returns. The strategy focuses on investments in securities with solid fundamental credit, a reasonable time horizon and the ability to withstand short-term volatility. The RiverSource US Inflation Protected Securities strategy seeks to provide positive risk-adjusted returns relative to the benchmark by focusing on duration management, yield curve and security selection in domestic markets. | Finance |
CWM Retiring LLC
CWM Retiring LLC Investment ManagersFinance CWM Retiring believes in global diversification, broad asset allocation, and a long-term approach to investing. The firm’s investment strategy can include both passive (Index) and active management styles. They construct portfolios based upon client risk tolerance, tax sensitivity, growth, income or capital preservation objectives, and socially responsible preferences. Investment analysis is performed by the Investment Committee, chaired by the CIO. | Finance |
Chinook Capital Management LLC
Chinook Capital Management LLC Investment ManagersFinance Chinook Capital Management invests in companies that have records of successfully managing and growing shareholder capital. They invest in companies with high and stable earnings growth. Chinook looks for reasonably valued stocks of quality companies, employing an investing style based on buying growth at a reasonable price. The firm's core equity investments include 40 high-quality stocks with the following characteristics relative to the S&P: higher returns on equity, higher earnings growth rates and valuations (P/E multiples) which are comparable to the index. These stocks are actively managed by the firm and include both large-cap and mid-cap stocks. They also utilize various mutual funds for further diversification and to take advantage of investment expertise that they think will add value. Chinook has mutual fund exposure to domestic and international stocks, large-cap to small-cap size classifications and growth and value styles. The firm looks for companies with the potential for above-average earnings growth. They primarily invest in companies that promise high relative growth but not hyper growth. They also require a reasonable relationship between this growth and valuation. Chinook's quantitative techniques are applied against the Compustat database which allows them to analyze about 15,000 large-cap and mid-cap companies. In addition, the firm offers balanced and fixed-income investment strategies. | Finance |
University of Utah
 University of Utah Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RedChip Independent
RedChip Independent Investment ManagersFinance Provides investment research | Finance |
American Express Financial Advisors, Inc. |
