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Profil
Lee Bradley Molendyk is the founder of Diablo Vista Capital LLC, founded in 2010, where the title held is Managing Partner.
Former jobs include Vice President & Portfolio Manager at Insight Capital Research & Management, Inc. in 2010, Financial Advisor at Morgan Stanley Investment Management, Inc., Financial Advisor at Dean Witter Reynolds, Inc. from 1997 to 1999, and Principal at OLDE Discount Corp.
Education history includes an MBA from the University of California, Berkeley conferred in 2006 and an undergraduate degree from the University of California San Diego conferred in 1996.
Postes actifs de Lee Bradley Molendyk
| Sociétés | Poste | Début |
|---|---|---|
Diablo Vista Capital LLC
 Diablo Vista Capital LLC Investment ManagersFinance DVC uses investment strategies designed to capture market rates of return and risk. The firm implements an investment strategy for the Fund that is focused on equity securities; micro, small or mid capitalization securities; fixed income securities; exchange-traded funds (ETFs); derivative instruments; options; preferred securities; asset-backed securities; and mortgage-related securities. | Fondateur | 16/11/2010 |
Anciens postes connus de Lee Bradley Molendyk
| Sociétés | Poste | Fin |
|---|---|---|
Insight Capital Research & Management, Inc.
 Insight Capital Research & Management, Inc. Investment ManagersFinance Insight Capital Research & Management (ICRM) is a growth manager that employs quantitative analysis, fundamental research and price performance analysis to identify attractive, rapidly-growing companies. The firm offers a variety of growth equity portfolios, including small-cap, small/mid-cap, large-cap and concentrated. ICRM uses a disciplined, 3-step process to evaluate the investable universe of actively traded US public companies. Their process includes proprietary quantitative analysis, fundamental analysis and stock price performance analysis. The firm begins with a quantitative screening that identifies and ranks companies based on their stock prices relative performance versus the market. To mitigate relative investment risk, ICRM also analyzes the return series risk profiles. Their quantitative analysis is conducted across several time periods and the universe of stocks is regressed against broad market indices. ICRM ranks the universe of stocks based on the ratio of alpha to standard deviation. This results in a list of stocks with the strongest history of outperforming the market while taking into account low historical variance relative to the benchmark index. ICRM's quantitative process also produces a relative strength score for each stock which further narrows the number of companies that are evaluated fundamentally. For each strategy, the firm reviews the top-ranked 500 companies identified through their quantitative research. Typically, 7 to 10 new companies warrant fundamental analysis. ICRM's fundamental analysis seeks to identify companies with strong, sustainable growth in sales and earnings. ICRM looks for companies with highly defensible competitive advantages, rapidly growing markets and exceptional management teams. They review financial statements to determine each company's ROE, debt leverage, margin improvement, cash generation, balance sheet strength and overall quality of earnings and assets. They pay particular attention to a company's market positioning, its reputation, the demand outlook for its products or services, the expected growth in its addressable market and competitive threats. Before a stock is selected for purchase, ICRM analyzes the relative strength of each stock to ensure that those stocks with favorable quantitative characteristics also have also delivered high absolute rates of return. They calculate relative strength by ranking all stocks in the universe by performance over several time periods, with greater weight placed on the most recent data covering the time period in question. Before a stock is purchased, ICRM also reviews it trading history. ICRM's Small-Cap Growth portfolio seeks to invest in the fastest growing small-cap companies. The strategy targets companies in the market-cap range of the Russell 2000 Growth Index. The portfolio typically holds an average of 37 positions. The firm's Institutional Small-Cap Growth portfolio seeks to invest in the fastest growing small-cap companies. The strategy targets companies in the market-cap range of the Russell 2000 Growth Index. The portfolio typically holds an average of 41 positions. ICRM's Concentrated Growth portfolio seeks to invest in a concentrated portfolio of the fastest growing companies. The strategy targets companies in the market-cap range of the Russell 3000 Growth Index. The portfolio typically holds an average of 14 positions. The firm's Large-Cap Growth portfolio seeks to invest in the fastest growing large-cap companies. The strategy targets companies in the market-cap range of the Russell 1000 Growth Index. The portfolio typically holds an average of 36 positions. Though not limited by sector, ICRM tends to invest in the stocks of companies in the electronic technology, consumer non-durables, health technology, consumer durables, retail, technology services and manufacturing sectors. The firm invests primarily in the stocks of US companies, but also has investments in Asia, Europe, Latin America and the Middle East. They invest across all market-caps. ICRM maintains a very high turnover rate. | Analyst-Equity | 20/07/2010 |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Consultant / Advisor | - |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Analyst-Equity | 01/01/1960 |
OLDE Discount Corp.
 OLDE Discount Corp. Investment Banks/BrokersFinance Provides securites brokerage services | Corporate Officer/Principal | - |
Formation de Lee Bradley Molendyk
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
85
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Insight Capital Research & Management, Inc.
Insight Capital Research & Management, Inc. Investment ManagersFinance Insight Capital Research & Management (ICRM) is a growth manager that employs quantitative analysis, fundamental research and price performance analysis to identify attractive, rapidly-growing companies. The firm offers a variety of growth equity portfolios, including small-cap, small/mid-cap, large-cap and concentrated. ICRM uses a disciplined, 3-step process to evaluate the investable universe of actively traded US public companies. Their process includes proprietary quantitative analysis, fundamental analysis and stock price performance analysis. The firm begins with a quantitative screening that identifies and ranks companies based on their stock prices relative performance versus the market. To mitigate relative investment risk, ICRM also analyzes the return series risk profiles. Their quantitative analysis is conducted across several time periods and the universe of stocks is regressed against broad market indices. ICRM ranks the universe of stocks based on the ratio of alpha to standard deviation. This results in a list of stocks with the strongest history of outperforming the market while taking into account low historical variance relative to the benchmark index. ICRM's quantitative process also produces a relative strength score for each stock which further narrows the number of companies that are evaluated fundamentally. For each strategy, the firm reviews the top-ranked 500 companies identified through their quantitative research. Typically, 7 to 10 new companies warrant fundamental analysis. ICRM's fundamental analysis seeks to identify companies with strong, sustainable growth in sales and earnings. ICRM looks for companies with highly defensible competitive advantages, rapidly growing markets and exceptional management teams. They review financial statements to determine each company's ROE, debt leverage, margin improvement, cash generation, balance sheet strength and overall quality of earnings and assets. They pay particular attention to a company's market positioning, its reputation, the demand outlook for its products or services, the expected growth in its addressable market and competitive threats. Before a stock is selected for purchase, ICRM analyzes the relative strength of each stock to ensure that those stocks with favorable quantitative characteristics also have also delivered high absolute rates of return. They calculate relative strength by ranking all stocks in the universe by performance over several time periods, with greater weight placed on the most recent data covering the time period in question. Before a stock is purchased, ICRM also reviews it trading history. ICRM's Small-Cap Growth portfolio seeks to invest in the fastest growing small-cap companies. The strategy targets companies in the market-cap range of the Russell 2000 Growth Index. The portfolio typically holds an average of 37 positions. The firm's Institutional Small-Cap Growth portfolio seeks to invest in the fastest growing small-cap companies. The strategy targets companies in the market-cap range of the Russell 2000 Growth Index. The portfolio typically holds an average of 41 positions. ICRM's Concentrated Growth portfolio seeks to invest in a concentrated portfolio of the fastest growing companies. The strategy targets companies in the market-cap range of the Russell 3000 Growth Index. The portfolio typically holds an average of 14 positions. The firm's Large-Cap Growth portfolio seeks to invest in the fastest growing large-cap companies. The strategy targets companies in the market-cap range of the Russell 1000 Growth Index. The portfolio typically holds an average of 36 positions. Though not limited by sector, ICRM tends to invest in the stocks of companies in the electronic technology, consumer non-durables, health technology, consumer durables, retail, technology services and manufacturing sectors. The firm invests primarily in the stocks of US companies, but also has investments in Asia, Europe, Latin America and the Middle East. They invest across all market-caps. ICRM maintains a very high turnover rate. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California San Diego
 University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
OLDE Discount Corp.
OLDE Discount Corp. Investment Banks/BrokersFinance Provides securites brokerage services | Finance |
Diablo Vista Capital LLC
Diablo Vista Capital LLC Investment ManagersFinance DVC uses investment strategies designed to capture market rates of return and risk. The firm implements an investment strategy for the Fund that is focused on equity securities; micro, small or mid capitalization securities; fixed income securities; exchange-traded funds (ETFs); derivative instruments; options; preferred securities; asset-backed securities; and mortgage-related securities. | Finance |
