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Profil
Mr. Scott F.
Kozney, CFA, is a Senior Analyst at Westwind Capital, Inc. He joined the firm in 2007.
He sits on the firm's investment committee where he is responsible for formulating investment ideas using fundamental analysis and extensive due diligence.
He performs institutional trading activities and a multitude of support activities.
Prior to joining the Spence Team, Mr. Kozney spent five years with Cordillera Asset Management, where he carried a variety of roles including Head of Trading, Senior Research Analyst and Mid-Cap Portfolio Manager.
Previously, he gained experience at Unicom Capital LLC a Denver, Colorado based hedge fund.
There he launched his career serving as an equity trader.
Mr. Kozney earned his Bachelor of Science in Finance with a minor in Economics and Accounting from the University of Colorado at Boulder where he graduated with top honors, Summa Cum Laude.
Mr. Kozney was awarded his CFA charter in August of 2007.
Postes actifs de Scott F. Kozney
| Sociétés | Poste | Début |
|---|---|---|
Westwind Capital, Inc.
 Westwind Capital, Inc. Investment ManagersFinance WWC offers services through their FOCUS Equity Strategy, which seeks to maximize long-term capital appreciation and minimize turnover. The strategy is concentrated predominately on common stocks traded on US based exchanges and seeks investments across all sectors and market capitalizations. The firm believes in a rigorous bottom-up approach that focuses on the fundamentals of each investment. | Analyst-Equity | 01/01/2007 |
Anciens postes connus de Scott F. Kozney
| Sociétés | Poste | Fin |
|---|---|---|
Cordillera Asset Management, Inc.
 Cordillera Asset Management, Inc. Investment ManagersFinance Cordillera Asset Management (CAM) manages small-cap growth portfolios using a bottom-up, fundamental investment approach. The firm's process begins with a fundamental screen that narrows to universe by screening for market-cap and projected earnings growth greater than 20%. The screen further narrows the candidates to those that have demonstrated earnings momentum and high profitability. CAM then verifies that the ROE is achieved through operating performance and not through excessive leverage. They accomplish by screening for a low debt-to-equity ratio. CAM's process then applies a multi-factor optimization model that ranks the candidate list. The model is supported by internal and external research and seeks to confirm that the highly-ranked companies tend to outperform. The firm's proprietary multi-factor model ranks the stocks on the candidate list within economic sectors based on: estimate revision, earnings surprise, valuation and relative strength. The weightings assigned to the factors are dynamic and are adjusted based on market conditions. CAM determines the weighting to be placed on valuation and relative strength after assessing the valuation discrepancy between small-cap and large-cap stocks, relative to historical levels. The final stage of CAM's investment process is qualitative. Companies on the focus list are visited in person or contacted by phone to assess their competitive landscape and market share, barriers to entry, customer diversification, insider ownership, industry maturity and economic sensitivity and future growth prospects. | Analyst-Equity | 30/04/2007 |
Chicago Mercantile Exchange, Inc.
 Chicago Mercantile Exchange, Inc. Investment Banks/BrokersFinance Provides financial derivatives market exchange services | Corporate Officer/Principal | 31/12/2001 |
Unicom Capital LLC
 Unicom Capital LLC Investment ManagersFinance Unicom specializes in the global equities market. They seek to identify investment opportunities in high quality companies with strong management teams. The firm looks for unique situations where earnings potential is underappreciated. They employ a rigorous research process and utilize state-of-the-art trading platforms when deploying the firm's capital. | Directeur de la Recherche - Actions | - |
Formation de Scott F. Kozney
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
28
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Cordillera Asset Management, Inc.
Cordillera Asset Management, Inc. Investment ManagersFinance Cordillera Asset Management (CAM) manages small-cap growth portfolios using a bottom-up, fundamental investment approach. The firm's process begins with a fundamental screen that narrows to universe by screening for market-cap and projected earnings growth greater than 20%. The screen further narrows the candidates to those that have demonstrated earnings momentum and high profitability. CAM then verifies that the ROE is achieved through operating performance and not through excessive leverage. They accomplish by screening for a low debt-to-equity ratio. CAM's process then applies a multi-factor optimization model that ranks the candidate list. The model is supported by internal and external research and seeks to confirm that the highly-ranked companies tend to outperform. The firm's proprietary multi-factor model ranks the stocks on the candidate list within economic sectors based on: estimate revision, earnings surprise, valuation and relative strength. The weightings assigned to the factors are dynamic and are adjusted based on market conditions. CAM determines the weighting to be placed on valuation and relative strength after assessing the valuation discrepancy between small-cap and large-cap stocks, relative to historical levels. The final stage of CAM's investment process is qualitative. Companies on the focus list are visited in person or contacted by phone to assess their competitive landscape and market share, barriers to entry, customer diversification, insider ownership, industry maturity and economic sensitivity and future growth prospects. | Finance |
Chicago Mercantile Exchange, Inc.
Chicago Mercantile Exchange, Inc. Investment Banks/BrokersFinance Provides financial derivatives market exchange services | Finance |
Westwind Capital, Inc.
Westwind Capital, Inc. Investment ManagersFinance WWC offers services through their FOCUS Equity Strategy, which seeks to maximize long-term capital appreciation and minimize turnover. The strategy is concentrated predominately on common stocks traded on US based exchanges and seeks investments across all sectors and market capitalizations. The firm believes in a rigorous bottom-up approach that focuses on the fundamentals of each investment. | Finance |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Unicom Capital LLC
Unicom Capital LLC Investment ManagersFinance Unicom specializes in the global equities market. They seek to identify investment opportunities in high quality companies with strong management teams. The firm looks for unique situations where earnings potential is underappreciated. They employ a rigorous research process and utilize state-of-the-art trading platforms when deploying the firm's capital. | Finance |
