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Profil
Larry Dale Kinner formerly worked at EverTrust Asset Management, as Managing Director and Bristlecone Advisors LLC, as Partner from 2015 to 2021.
Mr. Kinner received his undergraduate degree in 1975 and Masters Business Admin degree in 1977 from the University of Washington.
Anciens postes connus de Larry Dale Kinner
| Sociétés | Poste | Fin |
|---|---|---|
Bristlecone Advisors LLC
 Bristlecone Advisors LLC Investment ManagersFinance Bristlecone creates a portfolio that seeks the right balance of risk and return on an after-tax and after-fee basis. They carefully construct all client portfolios using a rigorous, team-based approach. Portfolios are customized based on each client’s investment objective, utilizing the optimum blend of asset classes including equities across domestic, international, large mid, and small-cap stocks; taxable and tax-exempt fixed income; plus additional asset classes such as REITS, MLPs, and alternative funds (both liquid and ill-liquid alternatives). The firm blends a top-down, macroeconomic review with bottom-up, fundamental research. | Gestionnaire de Portefeuille-Actions | 01/11/2021 |
EverTrust Asset Management
 EverTrust Asset Management Investment ManagersFinance When managing equities, EverTrust uses a disciplined, opportunistic tactical asset allocation approach to equity management. Their strategy in constructing a high-performance core equity portfolio is to build it with three layers of stocks. The firm refers to these three layers as World Class, Complementary and Opportunistic. World Class companies are usually large-cap, blue-chip companies with superb leadership in their industries. They have demonstrated the ability to consistently grow both revenues and earnings. Complementary companies are often developing into World Class companies. This component provides diversification. EverTrust invests in the best value within a sector or industry but does not feel compelled to invest in every sector or industry. At least some participation in very large sectors is desired for diversification purposes. Opportunistic is an eclectic group of companies that have the potential to add tremendous value to the portfolio. In this category, a stock might be out of favor within the investment community and have an extremely attractive valuation or it may have new technologies and extraordinary growth potential. In every case, these companies have a catalyst that gives the investment strong growth potential. EverTrust's style of fixed-income management is conservative by design. They focus on real returns and basic credit risks in order to provide superior returns while protecting the underlying assets. Once the appropriate maturity structure is established, they examine relative values in the marketplace. The firm targets bonds with attractive sector, yield and credit quality characteristics. They then seek to identify undervalued securities as a way to add additional value and income. | Directeur en chef des Investissements | - |
Formation de Larry Dale Kinner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
EverTrust Asset Management
EverTrust Asset Management Investment ManagersFinance When managing equities, EverTrust uses a disciplined, opportunistic tactical asset allocation approach to equity management. Their strategy in constructing a high-performance core equity portfolio is to build it with three layers of stocks. The firm refers to these three layers as World Class, Complementary and Opportunistic. World Class companies are usually large-cap, blue-chip companies with superb leadership in their industries. They have demonstrated the ability to consistently grow both revenues and earnings. Complementary companies are often developing into World Class companies. This component provides diversification. EverTrust invests in the best value within a sector or industry but does not feel compelled to invest in every sector or industry. At least some participation in very large sectors is desired for diversification purposes. Opportunistic is an eclectic group of companies that have the potential to add tremendous value to the portfolio. In this category, a stock might be out of favor within the investment community and have an extremely attractive valuation or it may have new technologies and extraordinary growth potential. In every case, these companies have a catalyst that gives the investment strong growth potential. EverTrust's style of fixed-income management is conservative by design. They focus on real returns and basic credit risks in order to provide superior returns while protecting the underlying assets. Once the appropriate maturity structure is established, they examine relative values in the marketplace. The firm targets bonds with attractive sector, yield and credit quality characteristics. They then seek to identify undervalued securities as a way to add additional value and income. | Finance |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bristlecone Advisors LLC
Bristlecone Advisors LLC Investment ManagersFinance Bristlecone creates a portfolio that seeks the right balance of risk and return on an after-tax and after-fee basis. They carefully construct all client portfolios using a rigorous, team-based approach. Portfolios are customized based on each client’s investment objective, utilizing the optimum blend of asset classes including equities across domestic, international, large mid, and small-cap stocks; taxable and tax-exempt fixed income; plus additional asset classes such as REITS, MLPs, and alternative funds (both liquid and ill-liquid alternatives). The firm blends a top-down, macroeconomic review with bottom-up, fundamental research. | Finance |
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