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Rob Gebhart
Directeur de la Recherche - Actions chez
HS Management Partners LLC
Profil
Mr. Robert G.
Gebhart, CFA, is a Director of Research at HS Management Partners LLC.
He joined the firm in 2011.
Mr. Gebhart from 2002 to 2008 was an Analyst and Portfolio Manager at W.P.
Stewart, working on the investment team alongside two HSMP partners for the majority of this time.
He joined Grisanti Brown & Partners in 2008, where he was a Partner and Portfolio Manager and jointly managed a concentrated portfolio of U.S.
Equities.
He began his career in 1993 with Huntington Bancshares before moving to State Teachers Retirement System of Ohio in 1997 and then to Merrill Lynch in 1999, where he was a Director in U.S.
Equity Research.
He has a B.S.
in Finance from Miami University.
Postes actifs de Rob Gebhart
| Sociétés | Poste | Début |
|---|---|---|
HS Management Partners LLC
 HS Management Partners LLC Investment ManagersFinance HSMP applies a focused, bottom-up, fundamental approach to Concentrated Quality Growth portfolio equity management. The firm aims to build a concentrated portfolio of 20-25 securities, comprised of what they consider to be quality businesses with strong future earning/cash flow growth potential- while being highly attentive to valuation. | Directeur de la Recherche - Actions | 01/07/2025 |
Anciens postes connus de Rob Gebhart
| Sociétés | Poste | Fin |
|---|---|---|
Grisanti Capital Management LLC
 Grisanti Capital Management LLC Investment ManagersFinance Grisanti Capital Management (GCM) primarily focuses on investments in on US equity securities, including common and preferred securities, mainly of large-cap companies, with a value investment perspective. The firm offers two investment approaches for separately managed account clients. In one, the goal is capital appreciation. In the other, called the High Income Equity Portfolio, GCM seeks to achieve a higher income than the US equity market and substantially less volatility than the US equity market as measured by beta, in addition to possible capital appreciation, by using such instruments as high-yielding stocks, high-quality common stocks and common stocks with a higher potential for growth. By conducting fundamental research and analyzing a company’s cash flow and/or assets, the firm seeks to make long-term investments (with a 3- to 4-year horizon) in securities that sell at a meaningful discount either to the value of their future cash flows or to their net asset value. Client portfolios consist of about 15 to 25 stocks. For a few clients, GCM may offer advice on different types of securities such as foreign stock, over-the-counter stock, corporate debt, municipal securities, mutual fund shares and US Government securities. The GCM Opportunity Fund seeks to maximize capital appreciation by investing, on a long and short basis, primarily in US securities where there exist perceived opportunities for either long-term or short-term gain. While not a primary focus, the fund may also invest in non-US securities. GCM seeks to invest the assets of the fund aggressively in order to create the potential for greater returns. While risk is taken into consideration, risk mitigation is not a primary objective of the fund. At times, the investments of the fund may be highly concentrated, with one or more individual investment positions constituting as much as 10% to 20%, or more, of the portfolio. The fund generally has a “long” bias, however it may “go short” certain securities issued by companies where the firm believes the securities have the potential to experience significant price declines. Short positions may also be employed, along with options, for risk management purposes. The fund will utilize leverage in an effort to enhance returns and to take advantage of opportunities that may arise during periods of market turmoil, as well as for other purposes deemed appropriate by GCM.^ | Analyst-Equity | 30/03/2011 |
WPS Advisors, Inc.
 WPS Advisors, Inc. Investment ManagersFinance WPS Advisors seeks to double the value of their clients' investments every 5 years, for an average return of about 15% a year. The firm conducts in-house research on every company they select, developing their investment research information from a variety of sources, both external and internal. They visit companies regularly, contact managements frequently and talk to competitors, customers and suppliers. WPS Advisors prepares detailed 5-year projections for all investment prospects. These forecasts, and the related appraisals of fair current value for companies under review, are continuously updated. Central to the firm's analytic process is a valuation method that is used to determine the intrinsic value of the shares of each of the companies they follow. This appraisal technique systematically examines all relevant factors such as quality of assets, ability to finance growth, strength of product line, capability of management and inflation adaptability. WPS Advisors seeks to invest in companies with solid and consistent earnings growth, which is associated with significant revenue growth. They also look for companies with above-average profitability with low sensitivity to economic cycles, strong financial positions with below average debt-to-total capital ratios, controllable operational leverage, high free cash flow and exceptional management teams. Though not limited by sector, the firm tends to invest in the stocks of US mid-cap and large-cap companies in the finance, consumer non-durables, electronic technology, technology services and retail sectors. WPS Advisors maintains a low turnover rate. | Gestionnaire de Portefeuille-Actions | 30/09/2007 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 07/08/2002 |
State Teachers Retirement System of Ohio
 State Teachers Retirement System of Ohio Investment ManagersFinance STRS Ohio is funded through investment returns and contributions made by members and their employers. Two-thirds of STRS Ohio’s investment assets are managed internally by more than 100 Investment Department professionals. These associates oversee diversified portfolios of equity (common and preferred stock), fixed-income, international, real estate investments and alternative (e.g., private equity). The mix of investments is designed to provide high, long-term yields while minimizing exposure to risk. | Analyst-Fixed Income | 31/07/1999 |
| HUNTINGTON BANCSHARES INCORPORATED | Corporate Officer/Principal | 31/12/1996 |
Formation de Rob Gebhart
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
84
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Huntington Bancshares, Inc.
 Huntington Bancshares, Inc. Major BanksFinance Operates as a bank holding company which provides commercial and consumer banking services | Finance |
State Teachers Retirement System of Ohio
State Teachers Retirement System of Ohio Investment ManagersFinance STRS Ohio is funded through investment returns and contributions made by members and their employers. Two-thirds of STRS Ohio’s investment assets are managed internally by more than 100 Investment Department professionals. These associates oversee diversified portfolios of equity (common and preferred stock), fixed-income, international, real estate investments and alternative (e.g., private equity). The mix of investments is designed to provide high, long-term yields while minimizing exposure to risk. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
Grisanti Capital Management LLC
Grisanti Capital Management LLC Investment ManagersFinance Grisanti Capital Management (GCM) primarily focuses on investments in on US equity securities, including common and preferred securities, mainly of large-cap companies, with a value investment perspective. The firm offers two investment approaches for separately managed account clients. In one, the goal is capital appreciation. In the other, called the High Income Equity Portfolio, GCM seeks to achieve a higher income than the US equity market and substantially less volatility than the US equity market as measured by beta, in addition to possible capital appreciation, by using such instruments as high-yielding stocks, high-quality common stocks and common stocks with a higher potential for growth. By conducting fundamental research and analyzing a company’s cash flow and/or assets, the firm seeks to make long-term investments (with a 3- to 4-year horizon) in securities that sell at a meaningful discount either to the value of their future cash flows or to their net asset value. Client portfolios consist of about 15 to 25 stocks. For a few clients, GCM may offer advice on different types of securities such as foreign stock, over-the-counter stock, corporate debt, municipal securities, mutual fund shares and US Government securities. The GCM Opportunity Fund seeks to maximize capital appreciation by investing, on a long and short basis, primarily in US securities where there exist perceived opportunities for either long-term or short-term gain. While not a primary focus, the fund may also invest in non-US securities. GCM seeks to invest the assets of the fund aggressively in order to create the potential for greater returns. While risk is taken into consideration, risk mitigation is not a primary objective of the fund. At times, the investments of the fund may be highly concentrated, with one or more individual investment positions constituting as much as 10% to 20%, or more, of the portfolio. The fund generally has a “long” bias, however it may “go short” certain securities issued by companies where the firm believes the securities have the potential to experience significant price declines. Short positions may also be employed, along with options, for risk management purposes. The fund will utilize leverage in an effort to enhance returns and to take advantage of opportunities that may arise during periods of market turmoil, as well as for other purposes deemed appropriate by GCM.^ | Finance |
WPS Advisors, Inc.
WPS Advisors, Inc. Investment ManagersFinance WPS Advisors seeks to double the value of their clients' investments every 5 years, for an average return of about 15% a year. The firm conducts in-house research on every company they select, developing their investment research information from a variety of sources, both external and internal. They visit companies regularly, contact managements frequently and talk to competitors, customers and suppliers. WPS Advisors prepares detailed 5-year projections for all investment prospects. These forecasts, and the related appraisals of fair current value for companies under review, are continuously updated. Central to the firm's analytic process is a valuation method that is used to determine the intrinsic value of the shares of each of the companies they follow. This appraisal technique systematically examines all relevant factors such as quality of assets, ability to finance growth, strength of product line, capability of management and inflation adaptability. WPS Advisors seeks to invest in companies with solid and consistent earnings growth, which is associated with significant revenue growth. They also look for companies with above-average profitability with low sensitivity to economic cycles, strong financial positions with below average debt-to-total capital ratios, controllable operational leverage, high free cash flow and exceptional management teams. Though not limited by sector, the firm tends to invest in the stocks of US mid-cap and large-cap companies in the finance, consumer non-durables, electronic technology, technology services and retail sectors. WPS Advisors maintains a low turnover rate. | Finance |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
HS Management Partners LLC
HS Management Partners LLC Investment ManagersFinance HSMP applies a focused, bottom-up, fundamental approach to Concentrated Quality Growth portfolio equity management. The firm aims to build a concentrated portfolio of 20-25 securities, comprised of what they consider to be quality businesses with strong future earning/cash flow growth potential- while being highly attentive to valuation. | Finance |
