![Ryan Carlos Kelley](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ryan Carlos Kelley
Directeur en chef des Investissements chez
Hennessy Advisors, Inc. (Investment Management)
Profil
Mr. Ryan C.
Kelley, CFA, is a Chief Investment Officer & Portfolio Manager at Hennessy Advisors, Inc. He brings over two decades of financial services experience to his role as Chief Investment Officer and Portfolio Manager at Hennessy.
He has over 29 years of investing experience.
Mr. Kelley joined Hennessy in 2012 through the acquisition of FBR Funds, and he was promoted to Chief Investment Officer in 2021 to lead the firm's team of investment professionals.
Mr. Kelley began his career as an Associate in corporate finance at FBR & Co., a leading investment bank, and later joined their institutional equity research team.
He was named to the FBR Funds Portfolio Management team in 2005.
He received a BA from Oberlin College, and he is a CFA charterholder and a member of both the CFA Society Boston and the CFA Society North Carolina.
Postes actifs de Ryan Carlos Kelley
| Sociétés | Poste | Début |
|---|---|---|
Hennessy Advisors, Inc. (Investment Management)
 Hennessy Advisors, Inc. (Investment Management) Investment ManagersFinance Hennessy-IM offers a broad range of mutual funds, including traditional equity, specialty category, and sector funds, as well as more conservative multi-asset products, with strategies that can play a role in nearly every investor's portfolio. The firm utilizes both actively and passively managed strategies. Their investment strategies strive to dampen risk and preserve capital during turbulent times and to give investors the best chance to achieve returns that are balanced, mindful of downside risk, and sustainable over the long run. | Directeur en chef des Investissements | 01/01/2021 |
Anciens postes connus de Ryan Carlos Kelley
| Sociétés | Poste | Fin |
|---|---|---|
FBR Fund Advisers, Inc.
 FBR Fund Advisers, Inc. Investment ManagersFinance FBR Fund Advisers' actively managed core equity investment strategies employ a combination of proprietary quantitative screens, qualitative analysis and bottom-up fundamental research. They seek to provide clients with a diversified portfolio that emphasizes high-quality, conservatively financed companies that are purchased at low relative and absolute valuations. The firm's initial screening process focuses on profitability and considers returns on owner's capital, growth of book value and operating margins. The initial screening process also considers relative valuation measures including price compared to book value, earnings and cash flow). Companies that meet FBR's initial screening process are then analyzed using qualitative and fundamental research. They assess each companys' business model, industry characteristics, products or services, market position, competitive advantages and the quality of their management team. Each security is monitored and reviewed on a daily basis. The firm's sell discipline identifies securities that no longer meet their investment criteria. In general, a position may be sold if (1) it reaches excessive valuation levels relative to FBR's view of its intrinsic value and company fundamentals (2) it is excluded from the firm's investable universe by failing to meet their initial screening criteria (3) long-term fundamentals deteriorate or (4) a superior investment with a more attractive risk/reward profile is identified. | President | 31/10/2012 |
Formation de Ryan Carlos Kelley
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Oberlin College
 Oberlin College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hennessy Advisors, Inc. (Investment Management)
Hennessy Advisors, Inc. (Investment Management) Investment ManagersFinance Hennessy-IM offers a broad range of mutual funds, including traditional equity, specialty category, and sector funds, as well as more conservative multi-asset products, with strategies that can play a role in nearly every investor's portfolio. The firm utilizes both actively and passively managed strategies. Their investment strategies strive to dampen risk and preserve capital during turbulent times and to give investors the best chance to achieve returns that are balanced, mindful of downside risk, and sustainable over the long run. | Finance |
FBR Fund Advisers, Inc.
FBR Fund Advisers, Inc. Investment ManagersFinance FBR Fund Advisers' actively managed core equity investment strategies employ a combination of proprietary quantitative screens, qualitative analysis and bottom-up fundamental research. They seek to provide clients with a diversified portfolio that emphasizes high-quality, conservatively financed companies that are purchased at low relative and absolute valuations. The firm's initial screening process focuses on profitability and considers returns on owner's capital, growth of book value and operating margins. The initial screening process also considers relative valuation measures including price compared to book value, earnings and cash flow). Companies that meet FBR's initial screening process are then analyzed using qualitative and fundamental research. They assess each companys' business model, industry characteristics, products or services, market position, competitive advantages and the quality of their management team. Each security is monitored and reviewed on a daily basis. The firm's sell discipline identifies securities that no longer meet their investment criteria. In general, a position may be sold if (1) it reaches excessive valuation levels relative to FBR's view of its intrinsic value and company fundamentals (2) it is excluded from the firm's investable universe by failing to meet their initial screening criteria (3) long-term fundamentals deteriorate or (4) a superior investment with a more attractive risk/reward profile is identified. | Finance |
